Cresalta Investment Management, INC.: new SEC registration, $323M AUM, Greenwood Village, CO
Cresalta Investment Management, INC. (Greenwood Village, Colorado): new SEC registration, $323M AUM, Greenwood Village, CO. Its amount of 323 is above the median of 135 (80th percentile). Dated 252 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-11-04, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 323 · 80th percentile of 1,225 NewRiaPulse records · 2.4x the median
Free preview: all 11 published fields of this record are shown below. Locked: 30 related CO NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Cresalta Investment Management, INC. |
| Legal name | Cresalta Investment Management, INC. |
| CRD | 339872 |
| Status | Approved |
| Registered with the SEC | 2026-02-27 |
| Latest Form ADV filing | 2026-06-26 |
| Location | Greenwood Village, CO, United States |
| Regulatory AUM | $323,400,000 |
| Accounts | 128 |
| Employees | 5 |
| Website | https://cresalta.com/ |
| amount percentile | 80th of 1,225 (median 135, 2.4x median) |
| Peer records CSV (31 CO records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-02-27
- Data refreshed: 2026-11-04
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 04 Nov 2026 21:45:24 GMT
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Peer benchmark and outreach value: Cresalta Investment Management, INC. and 31 Colorado peers
- Colorado NewRiaPulse records like this one: 31
- Cresalta Investment Management, INC.'s amount: 80th percentile of 1,225 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Colorado peer: $6,200 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $323M under management.
- Website on file.
What is the NewRiaPulse record for Cresalta Investment Management, INC. in Greenwood Village, Colorado?
Cresalta Investment Management, INC. received SEC registration as an investment adviser (2026-02-27) with $323,400,000 in regulatory assets under management, based in Greenwood Village, CO.
How does Cresalta Investment Management, INC. compare to other Colorado NewRiaPulse records?
Its amount of 323 sits in the upper half (80th percentile) of 1,225 records; the median is 135. It is 252 days old; check the official source for later updates before acting.
Cresalta Investment Management, INC. vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Cresalta Investment Management, INC. | Greenwood Village, CO | 323 | 80th | 2026-02-27 |
| Clean Energy Venture Management, LLC | Boston, MA | 416 | 84th | 2026-10-21 |
| Presidio Group Advisors | Walnut Creek, CA | 439 | 85th | 2026-10-22 |
| New Paradigm Capital Management, LLC | Great Falls, VA | 167 | 61st | 2026-10-16 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.