Crestview Advisors, L.L.C.
SEC-registered
Private Fund Manager · Mid-sized ($1B–$10B)
CRD 157488
· SEC file 801-73897
· New York, NY
· WWW.CRESTVIEW.COM
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ADV data as of Mar 31, 2026
- Regulatory AUM
- $7.1B
- Discretionary
- $7.1B
- Clients
- 37
- Avg AUM / client
- $191M
- Accounts
- 37
- Employees
- 36
AUM over time
$4.6B
$11.1B
Dec 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 37 | $7.1B | 100.0% |
Private funds (30)
View all →Reported in Form ADV Section 7.B.(1), filing of Apr 2024 · $8.5B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Crestview Partners Iii, L.P. | Private Equity Fund | Cayman Islands | $1.9B | 140 |
| Crestview Partners Iv, L.P. | Private Equity Fund | Cayman Islands | $1.8B | 105 |
| Crestview Partners Ii, L.P. | Private Equity Fund | Delaware | $994M | 123 |
| Crestview Partners Iv (Offshore), L.P. | Private Equity Fund | Cayman Islands | $987M | 24 |
| Crestview Partners Iv (892), L.P. | Private Equity Fund | Cayman Islands | $391M | 3 |
| Crestview Partners Iii (Offshore), L.P. | Private Equity Fund | Cayman Islands | $339M | 25 |
| Crestview Partners Iii (892), L.P. | Private Equity Fund | Cayman Islands | $295M | 4 |
| Crestview Partners, L.P. | Private Equity Fund | Delaware | $276M | 93 |
| Crestview Partners Iv (Bluebonnet), L.P. | Private Equity Fund | Cayman Islands | $157M | 2 |
| Crestview Partners Iv (Ff), L.P. | Private Equity Fund | Cayman Islands | $143M | 31 |
| Crestview Partners Ii (Cayman), L.P. | Private Equity Fund | Cayman Islands | $138M | 18 |
| Crestview Partners Iii (Te), L.P. | Private Equity Fund | Cayman Islands | $131M | 15 |
| Crestview Partners Iv (Te), L.P. | Private Equity Fund | Cayman Islands | $112M | 10 |
| Crestview Partners Iii (Ff), L.P. | Private Equity Fund | Cayman Islands | $98.8M | 24 |
| Crestview Partners Iii (De Offshore), L.P. | Private Equity Fund | Delaware | $97.7M | 2 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Barry Stuart Volpert | Co Founder & Chief Executive Officer | Oct 2004 (22y) | ≈ 18.75% – 50% via Volpert Investors Ii, L.P. | |
| Murphy, Thomas, Sawyer | Co Founder & Managing Director | Oct 2004 (22y) | ≈ 7.5% – 25% via Murphy Investors Ii, L.P. | |
| Pellicone, Evelyn, Christine | Chief Financial Officer | Mar 2007 (19y) | Less than 5% | |
| Delaney, Robert, Vincent | Managing Director | Aug 2007 (19y) | ≈ 7.5% – 25% via The 2010 Delaney Family Llc | |
| Oliver, Ross, Andrew | General Counsel & Chief Compliance Officer | Sep 2011 (15y) | Less than 5% | |
| Cassidy, Brian, Patrick | President | Aug 2023 (3y) | 25% – 50% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Volpert Investors Ii, L.P. | Member | Jul 2006 | A | 25% – 50% |
| Murphy Investors Ii, L.P. | Member | Jul 2006 | A | 10% – 25% |
| The 2010 Delaney Family Llc | Member | Jan 2010 | A | 10% – 25% |
| Volpert Investors, L.L.C. | General Partner | Jul 2006 | B | GP / trustee / elected manager of Volpert Investors Ii, L.P. (indirect) |
| Murphy Investors, L.L.C. | General Partner | Jul 2006 | B | GP / trustee / elected manager of Volpert Investors Ii, L.P. (indirect) |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Barry Stuart Volpert: 75% – 100% of Volpert Investors Ii, L.P. × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Murphy, Thomas, Sawyer: 75% – 100% of Murphy Investors Ii, L.P. × 10% – 25% direct ≈ 7.5% – 25% of the firm
- Delaney, Robert, Vincent: 75% – 100% of The 2010 Delaney Family Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (30, $8.5B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Crestview Partners Iii, L.P. | Private Equity Fund | $1.9B | $1.0M | 140 |
| Crestview Partners Iv, L.P. | Private Equity Fund | $1.8B | $1.0M | 105 |
| Crestview Partners Ii, L.P. | Private Equity Fund | $994M | $1.0M | 123 |
| Crestview Partners Iv (Offshore), L.P. | Private Equity Fund | $987M | $1.0M | 24 |
| Crestview Partners Iv (892), L.P. | Private Equity Fund | $391M | $1.0M | 3 |
| Crestview Partners Iii (Offshore), L.P. | Private Equity Fund | $339M | $1.0M | 25 |
| Crestview Partners Iii (892), L.P. | Private Equity Fund | $295M | $1.0M | 4 |
| Crestview Partners, L.P. | Private Equity Fund | $276M | $1.0M | 93 |
| Crestview Partners Iv (Bluebonnet), L.P. | Private Equity Fund | $157M | $1.0M | 2 |
| Crestview Partners Iv (Ff), L.P. | Private Equity Fund | $143M | $1.0M | 31 |
| Crestview Partners Ii (Cayman), L.P. | Private Equity Fund | $138M | $1.0M | 18 |
| Crestview Partners Iii (Te), L.P. | Private Equity Fund | $131M | $1.0M | 15 |
| Crestview Partners Iv (Te), L.P. | Private Equity Fund | $112M | $1.0M | 10 |
| Crestview Partners Iii (Ff), L.P. | Private Equity Fund | $98.8M | $1.0M | 24 |
| Crestview Partners Iii (De Offshore), L.P. | Private Equity Fund | $97.7M | $1.0M | 2 |
| Crestview Partners Ii (892 Cayman), L.P. | Private Equity Fund | $74.9M | $1.0M | 2 |
| Crestview Partners (Cayman), L.P. | Private Equity Fund | $73.8M | $1.0M | 16 |
| Crestview Partners Iv (Ff Offshore), L.P. | Private Equity Fund | $73.5M | $1.0M | 5 |
| Crestview Partners Ii (Ff), L.P. | Private Equity Fund | $59.2M | $1.0M | 20 |
| Crestview Partners (Pf), L.P. | Private Equity Fund | $48.0M | $1.0M | 4 |
| Crestview Partners Iii (Co Investment B), L.P. | Private Equity Fund | $41.8M | $1.0M | 6 |
| Crestview Partners Iii (Ff Offshore), L.P. | Private Equity Fund | $36.4M | $1.0M | 3 |
| Crestview Partners Iv Co Investors, L.P. | Private Equity Fund | $35.3M | $1.0M | 20 |
| Crestview Partners Ii (Te), L.P. | Private Equity Fund | $26.9M | $1.0M | 6 |
| Crestview Partners Iii Co Investors, L.P. | Private Equity Fund | $26.0M | $10.0K | 27 |
Top 25 of 30 funds by gross assets · all funds
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 7.57 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗