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| Crestwood Advisors Group LLC
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| CRD # | 286243 |
| SEC # | 801-108983 |
| CIK # | 0001426853 |
| AUM | 8,021.5 M (2026-06-11) |
| Employees | 64 (88% Investors, 0% Brokers) |
| Phone | 617-523-8880 |
| Address | One Liberty Square Boston, MA 02109 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| In the News | |
|---|---|
| Mon, 03 Aug 2026 | Fund Update: New $23.0M $XOM stock position opened by Crestwood Advisors Group, LLC — Quiver Quantitative |
| Mon, 03 Aug 2026 | Fund Update: New $25.3M $HONA stock position opened by Crestwood Advisors Group, LLC — Quiver Quantitative |
| Mon, 03 Aug 2026 | Fund Update: New $25.7M $HON stock position opened by Crestwood Advisors Group, LLC — Quiver Quantitative |
| Tue, 05 May 2026 | Fund Update: 35,908 INTUIT (INTU) shares added to Crestwood Advisors Group, LLC portfolio | INTU Stock News — Quiver Quantitative |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.4 | ||
| Alphabet Inc | 0.2 | ||
| Microsoft Corp | 0.2 | ||
| Nvidia Corp | 0.2 | ||
| Amazon Com Inc | 0.2 | ||
| Alphabet Inc | 0.1 | ||
| Visa Inc | 0.1 | ||
| Applied Materials Inc /DE | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 236 | 0.1 |
| (b) Individuals (high net worth individuals) | 870 | 7.6 |
| (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 | 4 | 0.0 |
| (h) Charitable organizations | 3 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (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 | 15 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 6,710 | 8.0 |
| By Discretionary | ||
| Discretionary | 6,684 | 8.0 |
| Non-Discretionary | 26 | 0.0 |
| Total | 6,710 | 8.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 8.0 | |
| Total | 6,710 | 8.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001426853] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.4B |
| Clients | 1 (1 non-US) |
| Serves | Institutional, Retail, Research |
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