# CRESTONE ASSET MANAGEMENT LLC

CRESTONE ASSET MANAGEMENT LLC of BOULDER, CO is an SEC-registered investment adviser.

## Registration

- CRD: 108581
- Type: SEC-registered investment adviser
- SEC file number: 801-57585
- Location: 1048 PEARL STREET, SUITE 450, BOULDER, CO, 80302
- Phone: 303-442-4447
- Latest filing: 2024-09-27
- Regulatory AUM: $3.6B
- Discretionary AUM: $3.4B
- Non-discretionary AUM: $210.2M
- Clients: 58
- Accounts: 760

## Officers, owners & control persons (17)

| Name | Role | Location |
| --- | --- | --- |
| KRAMER ROGER JOHN | MANAGER; MANAGER OF FIRM; MANAGING MEMBER (+1 more) | — |
| SHERMAN MICHAEL JOHN | MANAGER; MANAGING MEMBER; MEMBER | — |
| BONNETTE ROBERT DOUGLAS | MANAGER; MEMBER | — |
| HUNDLEY LAURA S | MANAGING MEMBER; MEMBER | — |
| CRAVEN COLLEEN MARIE | CHIEF COMPLIANCE OFFICER | — |
| STEWART DIANA KRISTINE | CHIEF COMPLIANCE OFFICER | — |
| BERNAL BLISS MARGARET | CHIEF COMPLIANCE OFFICER | — |
| BONNETTE ROBERT D | MANAGING MEMBER; MEMBER | — |
| HARDY JENNIFER ANGELA | CHIEF COMPLIANCE OFFICER | — |
| CHERNAIK DIANA STEWART | CHIEF COMPLIANCE OFFICER | — |
| SWIFT JOHN COLQUHOUN | PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| STILSON COLBY DOUGLAS | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | — |
| WILES MATTHEW ALLEN | CHIEF OPERATING OFFICER; CHIEF OPERATIONS OFFICER; MANAGER (+1 more) | — |
| Copeland Stephanie Ann | MANAGER | — |
| VITRANO RONDA | MANAGER | — |
| MCGOWAN MICHAEL LESTER | MANAGER | — |
| Cerkovnik Edward | MANAGER | — |


## Fund service providers (3)

- administrator: ALPS ALTERNATIVE INVESTMENT SERVICES — 36 funds
- administrator: UMB FINANCIAL SERVICES, INC. — 26 funds
- administrator: BISON ACCOUNTING

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108581/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108581/similar
- Related entities: https://search.stillhousedata.com/firm/108581/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108581

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.