$8.1M Total AUM
$8.1M Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
1 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Ridge vector
- Established Date
- 11-12-2024
- Office Locations
- 1
Office Locations
-- Austin TX
About Cresvita Capital
Cresvita Capital is a Austin-based RIA. The firm has been operating for 1 years. Managing $8.1M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Charles Schwab & Company. Services offered include Business Succession, Charitable Giving, Estate Planning.
Team overview
-- AVG AGE
$8.1M AVG AUM / ADVISOR
$895.7K AVG AUM / CLIENT
1.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Timber momentum Bridge zenith Signal Bridge
Custodian
Signal matrix
Investment Themes
Radial eagle Catalyst vital Atlas
Investment Vehicles
Fusion Horizon
Services
Momentum matrix Focus vertex Ridge frontier Insight Crest Value timber
Technology
Momentum
Owner & Executives
K
KYLE ELLIS PORTNOY
Chief Compliance Officer, FOUNDER
- CRD
- #5565805
- Ownership
- 75% or more
(447) 391-3501
capital.radial@elementcapital.com
in linkedin.com/in/prime-bridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,061,525 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,061,525 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,061,525
Public Funds:
27.0% Equity - Exchange:
26.5% Equity - OTC:
14.2% Cash:
32.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $522,685,846 | 27.0% |
| Equity - Exchange | $513,006,479 | 26.5% |
| Equity - OTC | $274,894,038 | 14.2% |
| Cash | $625,287,142 | 32.3% |
| Total | $1,935,873,505 | 100.0% |