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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 10-20-2016
- Office Locations
- 1
Office Locations
About Crespo Capital LLC
Crespo Capital is a boutique wealth manager serving a select group of families, business owners and professionals. The firm delivers bespoke financial planning and portfolio construction with a patient-capital, risk-managed, global approach, incorporating both public and private market opportunities. Portfolios are tailored for taxes, timelines and legacy goals, and the practice custodies with Schwab/TD Ameritrade.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 65 clients, or 65 clients per representative. That equates to $409.1K in reported AUM per client.
The profile lists 1 reported office location and 9 years in operation. The source data was last updated on March 12, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Crespo Capital LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Alberto Luis Crespo
Managing Director, President
- CRD
- #6713155
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,593,765 | -- |
| Non-Discretionary | $0 | -- |
| Total | $26,593,765 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Crespo Capital LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.