Crest Capital Advisors Employee Directory

Investment ManagementCalifornia, United States11-50 Employees

Crest Capital Advisors operates in the investment management field, focusing exclusively on a client base of families who have built or managed private markets asset management firms and related corporations. With more than four decades of industry experience, the firm provides guidance on tax, estate, and financial planning affairs for General Partners and corporate executives.

Headquartered in San Diego, California, it serves a mid-sized clientele in a specialized practice. The firm’s work centers on helping families and executives navigate the complexities of wealth management tied to private markets.

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