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| Cresta Advisors Ltd
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|---|---|
| CRD # | 169641 |
| SEC # | 801-79454 |
| CIK # | 0001947670 |
| AUM | 786.0 M (2026-03-26) |
| Employees | 12 (75% Investors, 0% Brokers) |
| Phone | 956-267-8130 |
| Address | 2019 E del Mar Blvd Laredo, TX 78041 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 8.6 | ||
| Nvidia Corp | 5.2 | ||
| Nuveen Amt-Free Quality Municipal Income Fund | 4.3 | ||
| International Bancshares Corp | 3.9 | ||
| Amazon Com Inc | 3.9 | ||
| Alphabet Inc | 3.0 | ||
| Facebook Inc | 2.7 | ||
| Enterprise Products Partners L P | 1.6 | ||
| Microsoft Corp | 1.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 99 | 28.9 |
| (b) Individuals (high net worth individuals) | 111 | 302.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 19 | 31.0 |
| (h) Charitable organizations | 12 | 12.8 |
| (i) State or municipal government entities | 7 | 190.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 48 | 159.5 |
| (n) Other | 37 | 61.8 |
| Total | 630 | 786.0 |
| By Discretionary | ||
| Discretionary | 608 | 782.8 |
| Non-Discretionary | 22 | 3.2 |
| Total | 630 | 786.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 85.7 | |
| United States Persons | 700.3 | |
| Total | 630 | 786.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001947670] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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|---|---|---|
|
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