About Crestone Capital
Crestone Capital is a Financial Services company based in Boulder (United States) founded in 1991, and was acquired by Pathstone Federal Street in February 2024. Wealth management services are provided to high-net-worth clients. Crestone Capital has raised $26.5 million across 1 funding round from investors including Pathstone Federal Street. Its chief executive, as recorded, is Eric Kramer. Its Indian entity Crestone Advisory Private Limited reported revenue of ₹7.08 Cr. Its focus areas include Asset Management and Wealth Management. Its competitors include Raymond James, Focus Financial Partners and Alera Group; 2 of its 3 listed competitors have raised funding.
Company details
Crestone Capital was founded in 1991 in Boulder, United States, as a wealth management firm. Investment advisory, financial planning, and portfolio management services are offered to individuals and families. Operations emphasize customized strategies for asset allocation and risk management. The firm is headquartered in Boulder and serves clients primarily in the United States, with leadership provided by CEO Eric Kramer.
- Headquarters Boulder, United States
- Stage Acquired
- SectorsFinancial Services
- Phone•••• ••••
- Website crestonecapital.com
- Social LinkedIn X
- Acquired by Pathstone Federal Street (Feb 2024)
- Legal Name Crestone Advisory Private Limited
- Date of Incorporation 13 Oct, 2015
- Indian entity revenue₹7.08 Cr
FY 2025 · -26% YoY
- Indian entity net profit₹67.2 Lakh
FY 2025 · 9% margin
- Indian entity EBITDA₹73.3 Lakh
FY 2025 · 10% margin
- Total Equity Funding$26.5M (USD)
in 1 rounds
- Latest Funding Round$26.5M (USD), Series B
Oct 2020
- Investors
- Acquired byPathstone Federal Street
(Feb 2024)
Associated legal entities of Crestone Capital
Crestone Capital operates through Crestone Advisory Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2025) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Crestone Advisory Private Limited CIN U74140DL2015PTC286375 | Active | 13 Oct 2015 | New Delhi, Delhi | ₹7.1 Cr | 2 | View details |
Funding Insights of Crestone Capital
Crestone Capital has successfully raised a total of $26.5M through 1 strategic funding round. The most recent funding activity was a Series B round of $26.5 million completed in October 2020. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $26.5M
- Total Rounds 1
- Last Round Series B — $26.5M
- First Round $26.5M
(Oct 2020)
All 1 funding rounds of Crestone Capital with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Oct 2020 | $26.5M | Series B | – | – | – |
1 investors in total: 1 institutional.
Investors in Crestone Capital
Crestone Capital has secured backing from 1 investor. Prominent investors backing the company include Pathstone Federal Street.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Provider of multi family office services | 2010 | pathstone.com | Fort Lee, United States |
Investor details for Crestone Capital
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
Board of directors of Crestone Advisory Private Limited (Crestone Capital)
Crestone Advisory Private Limited is the primary company behind Crestone Capital. The board of Crestone Advisory Private Limited currently have 2 directors; the longest-serving is Puneet Malhotra, appointed in 2015. 1 earlier director has ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Puneet Malhotra DIN 07255145 | Director | 13 Oct 2015 | 11 yrs 1 mo | Crestone Advisory Private Limited |
| Khushi Ram DIN 07942487 | Director | 19 Sep 2017 | 9 yrs 1 mo | Crestone Advisory Private Limited |
People of Crestone Capital
3 people are tracked at Crestone Capital (1 in leadership, 2 in team).
| Name | Role | Group |
|---|---|---|
Eric Kramer | CEO | Leadership |
Ryan Fitzgerald | Advisory Intern | Team |
Michael McGowan | Board Member | Team |
Complete people profiles for Crestone Capital
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Financials of Crestone Capital
Figures of Crestone Advisory Private Limited, the primary company behind Crestone Capital, for FY 2025. Revenue was ₹7.08 Cr (-26% year on year). Net profit was ₹67.2 Lakh (9% margin). EBITDA was ₹73.3 Lakh (10% margin). Revenue has grown at a compounded annual rate of -14% over three years and -36% over five years.
- ₹7.08 CrRevenue · FY 2025 · -26% YoY
- ₹67.2 LakhNet profit · 9% margin
- ₹73.3 LakhEBITDA · 10% margin
- ₹2 LakhPaid-up capital
- -14%Revenue CAGR, 3 years
- -36%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Crestone Advisory Private Limited are on its company page.
Detailed financial statements for Crestone Capital
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
- Statement rows
- Financial ratios
- Five-year trends
- Downloads
Verified entity values are shown only after access is granted.
Timeline of Crestone Capital
3 dated milestones of Crestone Capital across 33 years, from founding to its latest funding, stage changes and deals.
- Founded Crestone Capital is founded.
- Funding First funding round of $26.5M.
- Exit Acquired by Pathstone Federal Street.
Competitors of Crestone Capital
Crestone Capital has 3 listed competitors in our database, 2 of them funded. They include Raymond James, Focus Financial Partners and Alera Group.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| raymondjames.com | 1962 | St. Petersburg, United States | 18,000 | M&A advisory, capital markets, and wealth management services are offered. | ||
| focusfinancialpartners.com | 2004 | New York, United States | $332.68M | Business consulting services are provided to banks and lending institutions. | ||
| aleragroup.com | 1995 | Deerfield, United States | $250M | HR, insurance, and liability services are provided by Alera Group. |
Detailed competitors of Crestone Capital
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Top companies in Asset Management
3 companies that operate in the same segment as Crestone Capital (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Related news about Crestone Capital
Complete news archive for Crestone Capital
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Frequently Asked Questions about Crestone Capital
Crestone Capital was founded in 1991 and raised its 1st funding round 29 years after it was founded.
Crestone Capital is headquartered in Boulder, United States. It is registered at Boulder, Colorado, United States.
Eric Kramer is the CEO of Crestone Capital, as recorded in our data.
Crestone Capital is a funded company, having raised a total of $26.5M across 1 funding round to date. The company's 1st funding round was a Series B of $26.5M, raised on Oct 2020.
The primary company behind Crestone Capital, Crestone Advisory Private Limited, reported revenue of ₹7.08 Cr for FY 2025, down 26% year on year.
Crestone Capital was founded in 1991 in Boulder, United States, as a wealth management firm. Investment advisory, financial planning, and portfolio management services are offered to individuals and families. Operations emphasize customized strategies for asset allocation and risk management. The firm is headquartered in Boulder and serves clients primarily in the United States, with leadership provided by CEO Eric Kramer.
Crestone Capital's top competitors include Focus Financial Partners, Alera Group and Raymond James.
Crestone Capital has 1 investor. Key investors include Pathstone Federal Street.
Crestone Capital operates through Crestone Advisory Private Limited.
Yes. Crestone Capital was acquired by Pathstone Federal Street in February 2024.
The legal entities of Crestone Capital currently have 2 directors, including Khushi Ram, Puneet Malhotra.