# CRESTWOOD ADVISORS LLC

CRESTWOOD ADVISORS LLC of BOSTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 125361
- Type: SEC-registered investment adviser
- SEC file number: 801-62000
- Location: 50 FEDERAL STREET, SUITE 810, BOSTON, MA, 02110
- Phone: 617-523-8880
- Latest filing: 2016-03-28
- Regulatory AUM: $1.3B
- Discretionary AUM: $1.2B
- Non-discretionary AUM: $75.0M
- Clients: 23
- Accounts: 1,596

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| ECKTON MICHAEL ARTHUR | MANAGING PARTNER; PRINCIPAL | — |
| MORRIS JOHN WARD | MANAGING PARTNER; MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER; PRINCIPAL (+2 more) | — |
| IX ROBERT GILMORE | MANAGING PARTNER; PRINCIPAL | — |
| TREIBLE ROY DONALD | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/PARTNER | — |
| SCIABARRASI LEAH RACHEL | PARTNER | — |
| BELTRAMI AARON MICAH | PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/125361/brochure
- Similar advisers: https://search.stillhousedata.com/firm/125361/similar
- Related entities: https://search.stillhousedata.com/firm/125361/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/125361

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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.