Firms, funds, partners, companies and rounds from sworn filings, firm sites and announcements, kept as a graph with a date and a source on every edge. Facts, inferences and estimates are labelled as such. A fund target is never a close, GAV is never dry powder, and a round size is never an investor’s check.

Firms / Cresta Fund Management LLC

Cresta Fund Management LLC

Private equity with venture activity · probableDallas, TXcrestafunds.comSEC registered investment adviser

Cresta Fund Management are Dallas-based sustainable infrastructure investment managers. We're building value through action.

registered adviser; venture funds are 0% of 17 private funds

Importance
30
moderate
Active deployment
4
low
Emerging
0
low
Completeness
63
high
Freshness
100
high
Research priority
7
low
Identity and regulatory footprint
Headquarters
Dallas, TXadviserinfo.sec.gov
Office address
2950 N. HARWOOD STREET, SUITE 2200, Dallas, TX, 75201adviserinfo.sec.gov
Business phone
214-310-1083adviserinfo.sec.gov
Website
HTTP://WWW.CRESTAFUNDS.COM
SEC adviser type
registered investment adviseradviserinfo.sec.gov
SEC exemption claimed
unknown
Latest Form ADV
May 6, 2024
Private funds reported
17 (0 venture capital funds)adviserinfo.sec.gov
Private fund gross assets
$1.5Badviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
Regulatory AUM
$1.6Bthe adviser's RAUM, a regulatory measure, never a fund size
Employees
18
Owners on Schedule A
CFM Member LLC (Member), NA; Cresta Fund Management LP (Member), E; Cresta Fund Management GP LLC (General Partner), F
business email
external.affairs@crestafunds.comcrestafunds.compublished by the subject
business email
info@crestafunds.comcrestafunds.compublished by the subject
business phone
214-310-1083adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
1 observed deals
Stated (the firm’s website)
Sectors
climate, energy, logistics, industrial
Stages
not stated or not yet read
Geography
canada, japan, texas
Check size
not stated; DFX does not estimate checks from round sizes
Observed (from deals on record)
Stage at participation: no observed deals yet
Stage at first entry: no observed deals yet
Sectors
unknown 100%
lead rate n/afollow-on rate n/anew logos, 12 months 1
Funds and vehicles
0 reported
No vehicle on record yet. A fund arrives from Form ADV Schedule D 7.B.(1) or a Form D filing.
Investment team
26 current, 0 departed
David Altshuler
Partner and Head of Capital Formation
Investor relations
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Chris D. Rozzell
Managing Partner
Managing partner
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Christopher David Rozzell
Managing Member · since Jun 1, 2019
Managing partner
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Benjamin Nelson
Operating Partner
Operating partner
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Brad Ramsey
Operating Partner
Operating partner
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Steven Basler
Operating Partner
Operating partner
info@crestafunds.com (published by the subject)FactVenture organization websites (about, team, portfolio, thesis, news pages)
Filter Categories
Investment Professionals
Other
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Other
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Partner
FactVenture organization websites (about, team, portfolio, thesis, news pages)
David Truett Miller
Partner · since Jun 1, 2019
Partner
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Partner
FactVenture organization websites (about, team, portfolio, thesis, news pages)
James Andrew Armstrong
Partner · since Jun 1, 2019
Partner
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Partner
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Partner
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Benjamin Daniel Nelson
Coo · since Aug 1, 2019
Platform and operations
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Dena Peterson
Executive Assistant
Platform and operations
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Erin Portilla
Manager, Office Operations
Platform and operations
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Jessica Groshek
Managing Director, Communications and Operations
Platform and operations
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Jordan A. Maxwell
Chief Financial Officer
Platform and operations
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Jordan Anthony Maxwell
Controller · since Mar 1, 2017
Platform and operations
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Julie Anne Westbrook
Cco · since Mar 1, 2024
Platform and operations
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Julie Westbrook
General Counsel & Chief Compliance Officer
Platform and operations
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Principal
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Principal
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Henry Hamilton
Vice President
Vice president
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Mitchell Schroeder
Senior Associate
Vice president
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Investments on record
1 edges, 1 companies, 0 partner-attributed
CompanyRoundRolePartnerRound sizeThis investorDateSource
Investor Portalportfolio listingunknownunknownunknownunknownSep 13, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
“This investor” is the amount disclosed for this investor alone; it is unknown unless a source said it. The round size is the whole round.
Co-investors
27 relationships from shared deals, counted for the whole firm
GrandBanks Capital 1 shared · one timeDFJ Growth 1 shared · one timeUncommon Denominator Management LLC 1 shared · one timeTritium Partners 1 shared · one timeOrei Advisors LP 1 shared · one timeHivemind Capital Partners LLC 1 shared · one time4x4 Capital 1 shared · one timePlural Uk Management 1 shared · one timeUnless Management LP 1 shared · one timeDN Capital (US), Inc 1 shared · one timeMcwhorter Ventures, LLC 1 shared · one time5th Century Partners 1 shared · one timeCarnelian Energy Capital Management, LP 1 shared · one timeBlueprint Local LLC 1 shared · one timeNSV Management LLC 1 shared · one timeHakluyt Capital Limited 1 shared · one timeRally Ventures Management, LLC 1 shared · one timeNCN 1 shared · one timeGreenridge Growth Partners 1 shared · one timeFTV Capital 1 shared · one timeArctaris Impact Investors 1 shared · one timeKamerra Holdings, LLC 1 shared · one timeSofinnova Investments, Inc. 1 shared · one timeLAS Olas Venture Capital 1 shared · one timeSamsara Biocapital, LLC 1 shared · one timeFGC Management Co., LLC 1 shared · one timeRice Park Capital 1 shared · one time
Limited partners
0 disclosed
No LP commitment on record. An LP edge needs a public disclosure with a quote: a pension report (see Limited partners for the plans read), a fund announcement naming the LP, or a Form ADV owner. The fund page carries the LP’s reported performance.
Timeline
5 dated events
  1. Mar 1, 2024
    Julie Anne Westbrook joined Schedule A of Cresta Fund Management LLC as Cco
    Person joinedPeopleFactJulie Anne WestbrookSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  2. Aug 1, 2019
    Benjamin Daniel Nelson joined Schedule A of Cresta Energy Capital as Chief Compliance Officer And General Counsel
    Person joinedPeopleFactBenjamin Daniel NelsonSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  3. Apr 21, 2017
    Cresta Energy Fund Management, LLC first filed Form ADV (ERA)
    First SEC adviser filingOrganizationFactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  4. Dec 1, 2016
    David Truett Miller joined Schedule A of Cresta Energy Capital as Partner
    Person joinedPeopleFactDavid Truett MillerSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  5. Dec 1, 2016
    James Andrew Armstrong joined Schedule A of Cresta Energy Capital as Partner
    Person joinedPeopleFactJames Andrew ArmstrongSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Classification history
  1. Sep 12, 2026
    Private equity with venture activity (probable, 75%, cls-1)
    registered adviser; venture funds are 0% of 17 private funds
Evidence
46 observations from 2 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
SEC adviser typeregistered_investment_adviserMay 6, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
First Form ADV filing2017-04-21May 6, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Adv history loadedadv-hist-1Sep 12, 2026FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Latest Form ADV filing2024-05-06May 6, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Venture share of reported funds0May 6, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Business phone214-310-1083May 6, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Contact page urlhttps://www.crestafunds.com/contact/
“contact page linked from the home page”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
DescriptionCresta Fund Management are Dallas-based sustainable infrastructure investment managers. We're building value through action.
“meta description”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
DescriptionCresta Fund Management are Dallas-based sustainable infrastructure investment managers. We're building value through action.
“meta description”
Sep 13, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Employees18May 6, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
HeadquartersDallas, TXMay 6, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Office address2950 N. HARWOOD STREET, SUITE 2200, Dallas, TX, 75201May 6, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Portfolio pagehttps://www.crestafunds.com/portfolio-companies/
“1 entries read”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Portfolio pagehttps://www.crestafunds.com/portfolio-companies/
“1 entries read”
Sep 13, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Private funds reported17May 6, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Private fund gross assets (reported)$1.5BMay 6, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Regulatory AUM (adviser, not fund size)$1.6BMay 6, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Stated geographycanada,japan,texas
“geography words on the home page”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated geographycanada,japan,texas
“geography words on the home page”
Sep 13, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated sectorsclimate,energy,logistics,industrial
“sector words on the home page”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated sectorsclimate,energy,logistics,industrial
“sector words on the home page”
Sep 13, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Team pagehttps://www.crestafunds.com/our-team/
“20 name/title pairs read”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Team pagehttps://www.crestafunds.com/our-team/
“20 name/title pairs read”
Sep 13, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Venture funds reported0May 6, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
WebsiteHTTP://WWW.CRESTAFUNDS.COMMay 6, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Site titleSustainable Infrastructure Investment | Cresta Fund Management
“title tag”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Site titleSustainable Infrastructure Investment | Cresta Fund Management
“title tag”
Sep 13, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)