We do not manage client funds or hold custody of assets, we help users connect with relevant financial Rates typically range from $100-$300 per hour, depending on the complexity She currently serves on the board of the British American Foundation of Texas, the Awty International School Alumni Association and ONE Future as well as the advisory board of the Barbara Bush Houston Literacy Foundation and Young Women's College Preparatory Academy. See this firm's This leaves the value of the investment at $16.4 billion and 747,195 shares. Top 50 Crestwood Capital Management Holdings . You're reading a free article with opinions that may differ from The Motley Fool's Premium . The 13F report details which stocks were in a guru's equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts . the MV of securities sold, whichever is less, Consecutively, business investment has been projected to increase in capital expenditure growing by 10%. Registered Share (PNR): Hedge Funds Aren't Crazy About It, Insider Sentiment Unchanged, How to Best Use Insider Monkey to Increase Your Returns, 6 Things You Didn't Know About Hedge Funds. Crestwood Capital Management is a hedge fund with 6 clients and discretionary assets under management (AUM) of $413,258,867 (Form ADV from 2022-11-16). Treasury to Honor Winners of Savings Bond Poster Contest FOR IMMEDIATE RELEASE May 23, 2001. The business filing date is February 2, 2023. . Mr. Sherman is the former Chief Executive Officer and President of Inergy, L.P. and Inergy Midstream, L.P. and served in those positions until June 2013. 8209 W Crestwood Dr, Boise, ID 83704 | MLS #98854337 | Zillow Crestwood Capital Management, L.P has a small team, including 3 financial advisors. Warren H. Gfeller was appointed to the Board of Directors of Crestwood Equity GP LLC (formerly Inergy GP, LLC) in July 2001 and the Board of Directors of Crestwood Midstream GP LLC (formerly NRGM GP, LLC) in December 2011. Sign up to receive e-mail alerts whenever Crestwood Equity Partners LP posts new information to the site. make certain recommendations to clients in order to make a commission. Crestwood and new investors acquire First Reserves common units and general partner interest, transforming Crestwood into an independent public company with traditional governance and driving leading MLP governance. He holds a bachelor's degree in Environmental Design from Texas A&M University and a Doctor of Jurisprudence from the University of Texas School of Law. Energy Income Weekly: Guiding For Growth In 2023 firm, and financial professionals and firms having business relationships with SmartAsset receive no In terms of the portfolio weights assigned to each position Crestwood Capital Management allocated the biggest weight to Synopsys, Inc. (NASDAQ:SNPS), around 8.35% of its 13F portfolio. This has meant he has enjoyed a highly successful investment banking career in London over the last 20 years. Ft. 11585 SW Hawkins Ter, Port Saint Lucie, FL 34987. loss of principal. Calgary-based Enbridge Inc. - Toronto Star (2023-03-02) Access effective, reliable, and comparable fund performance data and place your firm or portfolio within the context of the alternative assets market. Amit Mehta also disclosed a decreased stake in Icici Bank Limited by approximately 0.1%. Crestwood Capital Management, L.P. (Form13F-HR) - Benzinga rather than a long-term advisor. Click here Diaco serves on the Advisory Council for Auburn Universitys College of Engineering. Crestwood Capital Advisors assist in corporate governance, corporate structuring, business protocoling and positioning. through organic expansion, development projects and acquisitions, while at the same time ensuring the ongoing Crestwood closed on the acquisition of NGL assets from Plains All American (NYSE: PAA) for approximately $160 million, adding approximately 7 million barrels of NGL storage, a multi-year supply agreement with Plains and additional access to attractive transportation capacity from Mont Belvieu to the MS&L portfolio. The new law builds on the SECURE Act of 2019 and marks Congress' most recent step toward making retirement savings and security more accessible for U.S. households. (Source: Shutterstock) Enbridge is acquiring a natural gas storage facility in a deal with Crestwood Equity Partners LP and Brookfield Infrastructure Partners. $100,000 Last Sold Price. ? Crestwood Equity Partners (NYSE: CEQP) - The Motley Fool Crestwood Capital Advisors - crestwoodcapitaladvisors.com * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone EFFECTIVE DATE; SEC: Approved: 10/2021 11/16/2022 11:20:20 AM WARNING: Complete this form truthfully. Crestwood is proud to be recognized among the top ranked companies in employee workplaces, diversity, equity & inclusion, customer satisfaction and environmental stewardship. Data-as-a-Service Data Management Data Enrichment API & Webhooks. for short-term or one-time advice. EdgePoint Capital initiated the transaction, led the negotiations, and served as exclusive financial advisor to Corporate Collection Services, Inc. and Call Center Resources, Inc. EdgePoint is a . Michael Richard Kuchler is an employee with Crestwood Capital Management, L.P., a hedge fund company. Crestwood Capital Management, L.P. n/a: Street Address 1 Street Address 2; 599 Lexington Avenue: 39th Floor: City State/Province/Country ZIP/PostalCode; New York: FOUNDER, CHAIRMAN AND CHIEF EXECUTIVE OFFICER, EXECUTIVE VICE PRESIDENT AND CHIEF OPERATING OFFICER, EXECUTIVE VICE PRESIDENT AND CHIEF FINANCIAL OFFICER, EXECUTIVE VICE PRESIDENT AND CHIEF ACCOUNTING OFFICER, EXECUTIVE VICE PRESIDENT AND CHIEF LEGAL, SAFETY AND COMPLIANCE OFFICER, EXECUTIVE VICE PRESIDENT, CORPORATE STRATEGY, SENIOR VICE PRESIDENT OF CRUDE AND GAS MARKETING, SENIOR VICE PRESIDENT OF BUSINESS DEVELOPMENT, SENIOR VICE PRESIDENT OF ESG AND CORPORATE COMMUNICATIONS, SENIOR VICE PRESIDENT OF COMMERCIAL OPERATIONS AND BUSINESS DEVELOPMENT, SENIOR VICE PRESIDENT, ENGINEERING & PROJECT MANAGEMENT, SENIOR VICE PRESIDENT OF MARKETING, SUPPLY AND LOGISTICS, SENIOR VICE PRESIDENT OF BAKKEN OPERATIONS, SENIOR VICE PRESIDENT OF AUDIT, TECHNOLOGY AND IMPLEMENTATION SERVICES. Additionally, due to favorable growing conditions as well as china's economy recovering from the pandemic there has been a sharp increase in exports of cereal and commodities such as irone ore and minerals. Crestwood Capital Management Portfolio | Michael Weisberg 13F Holdings In the 21st century investors toolkit, there are plenty of gauges shareholders can use to watch the equity markets. Create Email Alert, ***Log In or Liberty Capital Management Inc. Invests $347,000 in Crestwood Equity View the latest funds and 13F holdings. Will Moore is Executive Vice President, Corporate Strategy at Crestwood Equity Partners LP. Crestwood Capital is a long/short equity hedge fund, and it returned roughly 20% a year between 1995 and 2009. You can opt-out if you wish. amount of assets you have under management. In his role, he oversees all of Crestwoods corporate finance and investor relations. with the advisor or firm mentioned in this profile. The 13F report details which stocks were in a guru's equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as . Jeff has bachelors degrees in both Finance and Accounting from Kansas State University. These cookies will be stored in your browser only with your consent. Crestwood Capital Management is a hedge fund with 6 clients and discretionary assets under management (AUM) of $413,258,867 (Form ADV from 2022-11-16). In his role, Robert is responsible for leading all of Crestwoods commercial, operations, engineering and project management, financial, sustainability and corporate communications activities. and level of services needed. Crestwood Environmental Ltd. Mar 2021 - Present2 years 1 month. The Crestwood Capital Management, L.P. office and employees reside in New York, New York. This can be Company profile page for Crestwood Capital Management Inc including stock price, company news, press releases, executives, board members, and contact information He oversees accounting, reporting, tax and information technology. Previously he served in the same capacity for Crestwood Capital Management since 2009. These cookies track visitors across websites and collect information to provide customized ads. We bring institutional quality management services to local markets in Connecticut so that we can all enjoy a better tomorrow. 11821 SW Crestwood Cir, Port Saint Lucie, FL 34987 | MLS# RX-10868045 Prior to that, she was President and Director of Investor Relations for Crestwood Capital Management, where she oversaw fundraising and client relationships, risk management, and street relationships. You'll typically pay a lower rate the more assets you have under management. In his role, John oversees commercial aspects of Crestwoods entire NGL business with oversight over business development, information technology, risk control and accounting. 3EDGE Asset Management, LP Opens in a new window. You are viewing a preview of this profile. Crestwood Capital Management Inc operates as an investment management firm. 1,355 Sq. He currently serves as Chairman, President and Chief Executive Officer of NOV Inc. (NYSE: NOV) (NOV). This Supreme Court Case Could Redefine Crime, YellowstoneBackers Wanted to Cash OutThen the Streaming Bubble Burst, How Countries Leading on Early Years of Child Care Get It Right, Female Execs Are Exhausted, Frustrated and Heading for the Exits, More Iranian Schoolgirls Sickened in Suspected Poisoning Wave, No Major Offer Expected on Childcare in UK Budget, Oil Investors Get $128 Billion Handout as Doubts Grow About Fossil Fuels, Climate Change Is Launching a MutantSeed Space Race, This Former Factory Is Now New Taipeis Edgiest Project, What Do You Want to See in a Covid Memorial? Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan Get our editors daily picks straight in your inbox! Provide training and aid in trouble-shooting and downtime response in specified area of expertise. Crestwood announced it will acquire Oasis Midstream Partners (NASDAQ: OMP) in a $1.8 billion transaction further solidifying Crestwoods competitive position as a leading service provider in the Williston Basin. In February 2020 he joined Salt Capital as independent Chairman of our Investment Committee. Wed, 03/01/2023 - 05:00 PM. business relationships that might exist between SmartAsset and the named financial professional and Newest; Filter; Local; CRESTWOOD CAPITAL PARTNERS L P. Industry: Pooled Investment Fund (See others in industry) . Joanne joined Crestwood in 2018 and has held the roles of both Vice President and Director of ESG and Corporate Communications. Crestwood divests US Salt, LLC, a non-core business in Crestwoods traditional midstream portfolio, for approximately $225 million. Sign-up safety, diversity, equity & inclusion, environmental stewardship and building long-term community Bloomberg View columnist Barry Ritholtz looks at the people and ideas that shape markets, investing and business. At Crestwood, he serves as the Chair of the Compensation Committee and a member of the Nominating and Governance Committee. Robert has more than twenty five years of business development experience in midstream and E&P roles in both public and private equity roles. EP Wealth Advisors, Inc Log In Required Opens in a new window. With data and benchmarks that track back more than 40 years, Preqin Pro is the most trusted data provider in the industry. Form ADV for more details. Functional cookies help to perform certain functionalities like sharing the content of the website on social media platforms, collect feedbacks, and other third-party features. From banking, considerations around financial accounting, regulation and business valuation to the building of compatible data rooms to ultimately achieve funding. He currently serves as Chairman and CEO of the Kansas City Royals Baseball Club. In addition, Mr. Gfeller currently serves on the Board of HC2 Holdings, Inc. (NYSE: HCHC) and previously served as President and Chief Executive Officer of Ferrellgas Partners, L.P. Working today to build a better tomorrow. 13F filing from CRESTWOOD CAPITAL MANAGEMENT, L.P., enter your Mr. Phillips is a frequent contributor to CNBC and FOX Business News. It caters to pooled investment vehicles. or to simply have an email sent to you whenever we receive a new At Crestwood, he serves as a member of the Finance and Sustainability Committees. Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. Will His AI Plans Be Any Different? Content featuring industry thought leaders, Have updates for this profile? which SmartAsset is compensated for lead referrals. View more recently sold homes. Ascending Capital Fund L.p. (DOS# 6723230) is a business entity registered with State of New York, Department of State (NYSDOS). It invests in companies with predictable business models. Out of its six customers, Crestwood Capital Management, L.P's largest client group is pooled investment vehicles. DoubleVerify makes up to find your advisor matches today. special treatment or consideration in SmartAssets profiles. Mr. Phillips has more than 40 years experience in the energy industry. These cookies ensure basic functionalities and security features of the website, anonymously. $116 billion and $116 billion respectively. Prior to Crestwood, Robert was an executive member of an E&P portfolio company in the Permian Basin and was Senior Vice President at Eagle Rock Energy Partners. Crestwood Management Group | Real Estate Management In this article, we discuss Michael Weisberg's Crestwood Capital Management's top 10 stocks. Crest's mission is to help your community achieve your goals in the most economical and efficient manner possible. Firms can sometimes charge customers using non-traditional fee structures. Download 13F Summary The cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. AlphaCrest Capital Management LLC increased its holdings in shares of MercadoLibre, Inc. (NASDAQ:MELI - Get Rating) by 135.7% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). 32 Followers. Discretionary management is a structure in which a portfolio manager has the discretion to make transaction decisions without requiring client consent. This page contains links to SmartAssets financial advisor matching tool, which may or may not match you I have known Ken for 23 years. Enbridge will also acquire a 10 per cent stake in Divert Inc., a food waste management company expanding into renewable natural gas, for US$80 million. OriginalWhaleScore Showing 5 of 6 hedge funds managed by Crestwood Capital Management, Showing 5 of 12 known investors in Crestwood Capital Management funds. Crestwood Equity Partners LP closes merger with Crestwood Midstream Partners LP creating one fully integrated partnership with common investors, customers and assets. Robert G. Phillips currently serves as Founder, Chairman and Chief Executive Officer of Crestwood Equity Partners LP, which he founded in October 2010. Five Below (FIVE) Ps Ratio (TTM) - Zacks.com Crestwood completes acquisition of Oasis Midstream Partners, enhancing its scale and competitive position in the Williston and Delaware Basins. In his role, Mark is responsible for overseeing the commercial operations for Crestwood's Gathering & Processing assets as well as operations and business development for Tres Palacios Gas Storage. The average market cap of the portfolio companies is close to $45.4 billion. We began our investment banking careers together at BoE in South Africa where we worked closely together as Ken was an equity analyst while I was in M&A/Corporate Finance in the same sectors. The average financial advisor at Crestwood Capital Management, L.P administers around two client accounts, placing it among the most individualized advisor firms in the country. Fee-only advisors do not earn Crestwood Holdings completes the acquisition of Inergy, L.P. general partner and contributes the general partner of Crestwood Midstream Partners LP to Inergy, L.P. This makes their stake in Progyny Inc total 563,932 shares worth $17.6 billion. Crestwood Capital Management has met the qualifications for inclusion in our WhaleScore system. The company administers $420.5 million in assets over six customer accounts, placing it among the bigger firms in the United States by assets under management (AUM). Founder, Senior Managing Director & Portfolio Manager, Managing Director & Head of Investor Relations, Buyouts in the US 2023: Preqin Territory Guide, Hedge funds performance update: January 2023, Deals, ranked: digital payments boom creates Indias new fintech decacorn, Preqin Global Reports 2023 webinar series | EMEA & Americas, LP Portfolio Monitoring in Action: HELIOS 3.0 unleashed, Placement Agents and Third-Party Marketers, Consulting and Corporate Advisory Services, LP & Capital Allocator Solutions (Colmore). Crestwood commissioned the Bucking Horse II processing plant in the Powder River Basin which increases total gathering and processing capacity in the basin to 345 mmcf/d and allows Crestwood to offer producer customers the best natural gas and gas liquid recoveries in the basin. Crestwood Capital Management Holdings Heatmap . Crestwood Capital Management, L.P. | LinkedIn In addition, the fund holds 747,195 shares of Icici Bank Limited worth $16.4 billion. He was the co-founder, and currently serves as Chairman, of PetroLogistics II LLC, the next iteration of PetroLogistics LP after it was sold to Flint Hills Resources LLC in July 2014. He previously served as the President and Chief Executive Officer of Enterprise Products Partners L.P. marketing of crude oil; and gathering and disposal of produced water. The third-largest holding is H World Group Ltd worth $15.5 billion and the next is Advanced Micro Devices worth $15 billion, with 231,615 shares owned. Crestwood Capital Management is based out of New York. In 2009, Michael Weisberg's fund spun off of ING Alternative Asset Management and is . Steer up-time and equipment reliability improvements through simplification activities. stability of our business. Fixed fees usually range from $1,000 to $3,000. SOLD FEB 21, 2023. Josh joined Crestwood in 2015 and previously served as Senior Vice President of Investor Relations, ESG and Corporate Communications and Vice President of Investor Relations. Was The Smart Money Right About Synopsys, Inc. (SNPS)? Advertisement cookies are used to provide visitors with relevant ads and marketing campaigns. Other uncategorized cookies are those that are being analyzed and have not been classified into a category as yet. Their last reported 13F filing for Q4 2022 included $116,454,293 in managed 13F securities and a top 10 holdings concentration of 94.42%. DoubleVerify and bought 189,219 shares worth $4.16 billion. He previously served as a director at Westlake Chemical Partners GP LLC, the General Partners of Westlake Chemical Partners LP (NYSE: WLKP). Prior to that he was an equity analyst at Voya Asset Management (on the Crestwood team), Atalanta Sosnoff, Zweig-DiMenna, and WaveMark Partners. The adviser's REGISTRATION status is listed below. She currently serves as a director at Coterra Energy Inc. (NYSE:CTRA). to work with a remote advisor). Ms. Angela A. Minas was appointed to the Board of Directors of Crestwood Equity GP LLC in January 2022. Whalewisdom has at least 56 13F filings. Management guided . This fee, which is the most common fee type charged by advisors for portfolio management, is based on the SmartAssets In the shadow of a turbulent future, The Bloomberg New Economy Forum brought together world leaders for face-to-face discussions on the global threats we face. Performance numbers calculated through 2023-02-14. platform based on information gathered from users through our online questionnaire. Enbridge is purchasing Tres Palacios, a gas storage facility in Texas, for $335 million. NEW YORK, NY This means they effectively own approximately 0.1% of the company. Ascending Capital Management LLC 3675 Crestwood Pkwy., Suite 350 Quickly find out what the most recently closed or increased positions are. Steven Dougherty is Executive Vice President and Chief Accounting Officer at Crestwood Equity Partners LP. CEQP opened at $24.73 on Monday. Progyny Inc dropped 12.1% in the past year. $435,900 Last Sold Price. $116 billion Assets Under Management (AUM) As of 17th January 2023, Crestwood Capital Management, L.P.'s top holding is 563,932 shares of Progyny Inc currently worth over $17.6 billion and making up 15.1% of the portfolio value. Ms. Minas has previously served on the boards of CNX Midstream Partners, Weatherford International (NASDAQ: WFRD) and Ciner Resources LP (NYSE: CINR). Portfolio Gain +182.79%. At Crestwood, he serves as the Lead Independent Director and the Chair of the Nominating and Governance Committee. Robert joined Crestwood in 2021 as Vice President of Strategy and Business Development. 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