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Crestwood Advisors Group LLC
Crestwood Advisors Group, LLC is an SEC-registered investment advisory firm founded in 2003, headquartered in Boston, Massachusetts, with offices in Connecticut, Rhode Island, and Colorado. The firm offers comprehensive wealth and investment management services to high-net-worth individuals, families, foundations, and endowments. Crestwood is a boutique RIA, part of the Focus Financial Partners LLC partnership since late 2016. As of March 2025, the company employs approximately 61 people.
Investment Strategy
Crestwood Advisors relies primarily on fundamental investment analysis and constructs globally diversified portfolios tailored to each client's investment objectives, risk tolerance, and time horizon. The firm employs both top-down asset allocation and bottom-up security selection, focusing on strategic, long-term goals and risk management. Asset allocation decisions are guided by valuation, risk metrics, and market opportunities, while individual securities are selected through quantitative screening and in-depth research on profitability, quality, valuation, growth outlook, and sustainable competitive advantages. Their philosophy aims to deliver competitive risk-adjusted returns through diversification across asset classes and markets.
Latest 13F Filing Activity
Crestwood Advisors Group LLC filed their most recent 13F report on Jun 30, 2025 disclosing 527 equity positions and 2 options positions with a total 13F market value of $6B. The fund increased holdings in Microsoft Corp. Com, Ishares Short-term National Muni Bond Etf, Nvidia Corporation Com among other positions. Crestwood Advisors Group LLC reduced exposure to Schwab Charles Corp. Com, Apple Inc. Com, Fiserv Inc. Com among others.
Top Holdings
Equity Positions (527)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC COM | 5.35% | $298.4M | 1,454,270 | $49.81 | $205.17 | -$30.7M |
M MSFT | MICROSOFT CORP COM | 4.99% | $278.7M | 560,324 | $99.71 | $497.41 | +$68.8M |
A AMZN | AMAZON COM INC COM | 3.84% | $214.4M | 977,228 | $116.17 | $219.39 | +$34.2M |
M META | META PLATFORMS INC CL A | 2.59% | $144.7M | 196,093 | $561.67 | $738.09 | +$33.9M |
| ALPHABET INC CAP STK CL A | 2.53% | $141.3M | 801,881 | $80.45 | $176.23 | +$17.7M |
Options Positions (2)
Industry Allocation
Investment Team (12)
| Name | Role | Location | |
|---|---|---|---|
A Aaron Beltrami | Partner | Boston, MA , United States | |
 | Partner | Boston, MA , United States | |
 | Partner and Portfolio Manager | Darien, CT , United States | |
 | Managing Partner | Providence, RI , United States | |
 | Chief Investment Officer | Dedham, MA , United States | |
 | Securities Trader | Boston, MA , United States | |
R Ryan Kenny | Portfolio Manager | Boston, MA , United States | |
 | Equity Research Associate | Boston, MA , United States | |
 | Portfolio Manager | Darien, CT , United States | |
J James Doogan | Portfolio Manager | United States |
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