Cresta Fund Management Llc
- Regulatory AUM
- $2.0B
- Discretionary
- $2.0B
- Clients
- 22
- Avg AUM / client
- $92.9M
- Accounts
- 22
- Employees
- 16
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 22 | $2.0B | 100.0% |
Private funds (17)
View all →Reported in Form ADV Section 7.B.(1), filing of May 2024 · $1.5B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Cresta Sustainable Infrastructure Fund Lp | Private Equity Fund | Delaware | $524M | 9 |
| Cresta Sustainable Infrastructure Co Invest Allocator Lp Braya Series 2 | Private Equity Fund | Delaware | $262M | 1 |
| Cresta Energy Fund I Lp | Private Equity Fund | Delaware | $240M | 32 |
| Cresta Energy Easton Co Invest I Lp master | Private Equity Fund | Delaware | $224M | 38 |
| Cresta Sustainable Infrastructure Co Invest Allocator Lp Braya Series | Private Equity Fund | Delaware | $158M | 2 |
| Cresta Sustainable Infrastructure Co Invest Allocator Lp Lf Co Invest Series | Private Equity Fund | Delaware | $34.8M | 1 |
| Cresta Sustainable Infrastructure Fund A Lp | Private Equity Fund | Delaware | $32.2M | 3 |
| Cresta Highline Co Invest Fund I Lp | Private Equity Fund | Delaware | $20.6M | 5 |
| Cresta Bbr Co Invest Fund I Lp master | Private Equity Fund | Delaware | $16.5M | 6 |
| Cresta Sustainable Braya Co Invest Lp | Private Equity Fund | Delaware | $10.6M | 3 |
| Cresta Energy Fund I A Lp | Private Equity Fund | Delaware | $5.8M | 2 |
| Cresta Energy Fund I B Lp | Private Equity Fund | Delaware | $4.1M | 2 |
| Cresta Bbr Co Invest Bl Llc feeder | Private Equity Fund | Delaware | $3.1M | 2 |
| Cresta Energy Easton Co Invest Bl Llc feeder | Private Equity Fund | Delaware | $2.9M | 1 |
| Cresta Sustainable Lf Co Invest Lp | Private Equity Fund | Delaware | $2.3M | 4 |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Armstrong, James, Andrew | Partner | Dec 2016 (10y) | ≈ 18.75% – 50% via Cresta Fund Management Lp | |
| Miller, David, Truett | Partner | Dec 2016 (10y) | ≈ 18.75% – 50% via Cresta Fund Management Lp | |
| Rozzell, Christopher, David | Managing Member | Dec 2016 (10y) | ≈ 18.75% – 50% via Cresta Fund Management Lp | |
| Maxwell, Jordan, Anthony | Controller | Mar 2017 (9y) | Less than 5% | |
| Nelson, Benjamin, Daniel | Coo | Aug 2019 (7y) | Less than 5% | |
| Westbrook, Julie, Anne | Cco | Mar 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Cresta Fund Management Lp | Member | Jun 2019 | A | 75% or more |
| Cfm Member Llc | Member | Jun 2019 | A | Less than 5% |
| Cresta Fund Management Lp | Member | Jun 2019 | B | ≈ 0% – 5% via Cfm Member Llc |
| Cresta Fund Management Gp Llc | General Partner | Jun 2019 | B | GP / trustee / elected manager of Cresta Fund Management Lp (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Armstrong, James, Andrew: 25% – 50% of Cresta Fund Management Lp × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Miller, David, Truett: 25% – 50% of Cresta Fund Management Lp × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Rozzell, Christopher, David: 25% – 50% of Cresta Fund Management Lp × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Cresta Fund Management Lp: 75% – 100% of Cfm Member Llc × 0% – 5% direct ≈ 0% – 5% 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 (17, $1.5B gross assets)
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 5.2 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) ↗