Crestone Capital LLC

Boulder, Colorado, USAwww.crestonecapital.com/1expert edge

Independent multi-family office founded in 1991 with 30+ years of boutique advisory experience, managing ~$3.6B AUM for entrepreneurs and families across offices in Boulder, Denver, Austin, and Los Angeles.

Why interesting to a deal team

Acquired by Pathstone in 2024 under Fleissig's leadership, demonstrating expansion into high-touch boutique family office advisory and 100% employee-owned operating models.

Experts connected to this company

Matt FleissigAcquired by Pathstone under his leadership, 2024

Matt Fleissig

CEO and Co-founder

Pathstone

FounderEnglewood

Fleissig has led Pathstone's roll-up strategy through billion-dollar mergers (Hall Capital, Crestone, Mill Creek) to $100B+ AUM — a first-hand read on RIA consolidation deal terms and integration risk.

Sources

No name matchPrimaryArchived 2025-03-21
crestonecapital.com
Page titleOther
pathstone.com/news/crestone-capital-llc-acquisition

Strongest evidencePage title2 public sourcesHow the grades work