# CRESTVIEW ADVISORS, L.L.C.

CRESTVIEW ADVISORS, L.L.C. of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 157488
- Type: SEC-registered investment adviser
- SEC file number: 801-73897
- Location: 590 MADISON AVENUE, 42ND FL, NEW YORK, NY, 10022-8531
- Phone: 212-906-0700
- Latest filing: 2026-03-31
- Regulatory AUM: $7.1B
- Discretionary AUM: $7.1B
- Clients: 36
- Accounts: 37

## Business model

- Compensation: % of AUM, Performance
- Clients served: Investment cos

## Officers, owners & control persons (17)

| Name | Role | Location |
| --- | --- | --- |
| Brian Patrick Cassidy | PRESIDENT | — |
| Barry Stuart Volpert | CO-FOUNDER & CHIEF EXECUTIVE OFFICER; LIMITED PARTNER; MEMBER | — |
| Thomas Sawyer Murphy | CO-FOUNDER & MANAGING DIRECTOR; LIMITED PARTNER; MEMBER | — |
| Robert Vincent Delaney | MANAGING DIRECTOR; MEMBER | — |
| Evelyn Christine Pellicone | CHIEF FINANCIAL OFFICER | — |
| Poojitha Mantha | CHIEF COMPLIANCE OFFICER | New York, NY |
| Ross Andrew Oliver | GENERAL COUNSEL | — |
| DEMARTINI RICHARD MICHAEL | LIMITED PARTNER; MANAGING DIRECTOR; MEMBER | — |
| CASSIDY JOHN PATRICK | CO-PRESIDENT; MEMBER; PRESIDENT | — |
| VOLPERT BARRY STUART | CO-FOUNDER & CHIEF EXECUTIVE OFFICER; LIMITED PARTNER; MEMBER | — |
| MURPHY THOMAS SAWYER | CO-FOUNDER & MANAGING DIRECTOR; LIMITED PARTNER; MEMBER | — |
| HURST ROBERT JAY | TRUSTEE | — |
| ROSE PATRICIA M | CO-PRESIDENT | — |
| DELANEY ROBERT VINCENT | MANAGING DIRECTOR; MEMBER | — |
| PELLICONE EVELYN CHRISTINE | CHIEF FINANCIAL OFFICER | — |
| OLIVER ROSS ANDREW | GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER; SENIOR COUNSEL & CHIEF COMPLIANCE OFFICER | — |
| MARCUS JEFFREY ALAN | SHAREHOLDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/157488/brochure
- Similar advisers: https://search.stillhousedata.com/firm/157488/similar
- Related entities: https://search.stillhousedata.com/firm/157488/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/157488

---

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.