Crestwood Advisors LLC

United States; Boston Massachusetts United States; Massachusetts United States
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Investor info
Type
Registered Investment Advisors
Stage focus
  • Seed Round
Industry focus
Description
Crestwood Advisors (Crestwood) is a money management firm based in Boston, Massachusetts. Established in 2003, the firm specializes in wealth management services for individuals and families. Additionally, it provides investment strategy and management services, financial planning, coordination with trust, estate and tax advisors and foundation and endowment advisory services. The assets of the firm are managed by the executive management team.
Relevant investments
  • Company
    Amount
    Round
  • Example example company Inc
    1000000
    Investor meetings
  • Company & Company
    11000000
    Series C funding
  • Example
    524000
    Seed round A
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Connected people
Email visible after logging in
  • Example Example
    Example Exampleexample[email protected]
  • Example Exampleexample
    Example Exampleexample
  • Notexample Examplenot
    Notexample Examplenotexample example[email protected]
  • Example Examplenotexample
    Example Examplenotexampleexample example[email protected]
  • Example Example
    Example Exampleexample[email protected]
  • Example Example
    Example Exampleexample[email protected]
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Investment Management
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