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CRESALTA INVESTMENT MANAGEMENT, INC.
CRD 339872File 801-135425
APPROVED
Custody
Filing as of Jun 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$323.4M
Below cohort median (national)
Discretionary AUM
$323.4M
Clients
3
128 accounts
Employees
5
Below cohort median in CO
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Feb 27, 2026
- Principal office
- 6295 GREENWOOD PLAZA BLVD., GREENWOOD VILLAGE, CO, 80111-4908
- Phone
- 303-498-9699
- Website
- https://cresalta.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $323.4M
- Discretionary AUM
- $323.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 128
- Non-discretionary accounts
- 0
- Total accounts
- 128
- AUM per client
- $107.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $0 |
| Non-U.S. persons | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Investment companies | 2 | $226.7M |
| Charitable organizations | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| High net worth individuals | Fewer than 5 | $0 |
| Banking or thrift institutions | Fewer than 5 | $96.7M |
| Pension and profit sharing plans | Fewer than 5 | $0 |
| State or municipal government entities | Fewer than 5 | $0 |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for investment companies
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jul 1, 2026 | Registration | APPROVED-120 | APPROVED | |
| Jul 1, 2026 | Clients | 0 | 3 | increased by3 |
| Jul 1, 2026 | AUM | $0 | $323,400,000 | increased by$323,400,000 |
| Jul 1, 2026 | Accounts | 0 | 128 | increased by128 |
| Mar 1, 2026 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CRESALTA INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CRESALTA INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.