You are limited to the prior 8 quarters of 13F filings. Crestwood Fourth Quarter 2022 Earnings Call. He also held analyst roles at both RBC Capital Markets and J.P. Morgan. He also has his Investor Relations Charter certification from the National Investor Relations Institute. This fee, which is the most common fee type charged by advisors for portfolio management, is based on the This can be useful if you only need advice for one specific purpose, Crestwood Midstream Partners LP acquires Arrow Midstreams gathering business in the Bakken Shale for $750 million. Fees charged by financial advisors largely depend on which service is offered. We also use third-party cookies that help us analyze and understand how you use this website. Occasionally, advisors earn commissions from selling financial products, such as securities or insurance Deana holds a bachelors degree in Finance and Economics from Wichita State University, an MBA from Webster University and a Black Belt in Lean Six Sigma from the University of Kansas. Enbridge (U.S.) Inc. entered into an agreement to acquire Tres Palacios Gas Storage LLC from Crestwood Equity Partners LP (NYSE:CEQP) and Brookfield Infrastructure Partners L.P. (NYSE:BIP) for approximately $340 million on February 20, 2023. calculated in a number of ways but most commonly is charged as a percentage of investment profits. PDF Form Adv - Sec for Q4 2022: commodity pool operator or commodity trading advisor, Percentage of assets under management,Performance-based fees. to find your advisor matches today. $38.66. 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Crestwood Capital Management, L.Ps main office is at 575 Lexington Avenue, 29 Th Floor, New York, New York 10022. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns. Crestwood Capital Advisors assist in corporate governance, corporate structuring, business protocoling and positioning. 61.5% of the portfolio companies The firm owned 2,831 shares of the company's stock after acquiring an additional 1,630 shares during the period. Stock Company Name % of Portfolio Shares Owned Value He obtained his Masters of Accounting from Kansas State University and is also a Certified Public Accountant. CEQP opened at $24.73 on Monday. Several analysts have commented on the stock. He previously worked at BHP Billiton as Senior Manager of Midstream after serving as the Senior Manager of Natural Gas Marketing and Transportation for their Atlantic Basin Region. By Crestwood Advisors. ? Bloomberg View columnist Barry Ritholtz looks at the people and ideas that shape markets, investing and business. (Source: Shutterstock) Enbridge is acquiring a natural gas storage facility in a deal with Crestwood Equity Partners LP and Brookfield Infrastructure Partners. Mark has been with Crestwood since 2013 and previously held the role of Senior Vice President of Eastern U.S. Commercial Operations and Senior Vice President of the Natural Gas Business Unit. Joel provides oversight and guidance on all legal matters, corporate governance, safety and compliance. platform based on information gathered from users through our online questionnaire. Crestwood Midstream Partners LP closes merger with Inergy Midstream, L.P. (NYSE: NRGM), the final step in the combination of Inergy and Crestwood, creating a mid-cap MLP platform with an enterprise value of $8 billion. to see more advanced email alert options such as selecting any type of Prior to that he was an equity analyst at Voya Asset Management (on the Crestwood team), Atalanta Sosnoff, Zweig-DiMenna, and WaveMark Partners. Steven holds a Master of Public Accountancy from the University of Texas at Austin. email address below and choose 'Submit'. Track the AUM, funds, and holdings for Crestwood Capital Management LP over time. Crestwood Capital is a long/short equity hedge fund, and it returned roughly 20% a year between 1995 and 2009. Crestwood Equity Partners has a 52-week low of $22.88 and a 52-week high of $32.96. Stocks and cryptocurrency portfolio tracker. ft. home is a 4 bed, 2.0 bath property. MANAGING GENERAL PARTNER ARAVI CAPITAL L.P. CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER. Contact. Steven Dougherty is Executive Vice President and Chief Accounting Officer at Crestwood Equity Partners LP. These positions were updated on January 24th based on the funds latest 13F filing. 32 Followers. Their last reported 13F filing for Q4 2022 included $116,454,293 in managed 13F securities and a top 10 holdings concentration of 94.42%. Steven joined Crestwood in 2012 and previously served as Interim Chief Financial Officer of Crestwood. Jeff joined Crestwood in 2013, serving in a variety of roles with his most recent being Vice President, Controller. Defendant: John Chebat, Red Cedar Associates LLC, The Great Atlantic Group, LLC, Jimmy Chebat, Debt Direct Portfolio Management, LLC and Legal Debt Processing Services, LLC: Case Number: 1:2020cv00463: Filed: January 17, 2020: Court: US District Court for the Southern District of New York: Crest Management | HOA Management Company We stay ahead of the curve by adapting, learning and improving. Ben sits on the Board of the GPA Midstream Association. What the SECURE 2.0 Act means for investors - Crestwood Advisors Equal-WTWhaleScore 2.0 This profile may include a firm or advisor that has a business relationship with SmartAsset, in InvestingPro portfolio ideas offer advanced financial stock info about Crestwood Capital Management. Crestwood Capital Management is a hedge fund company based in New York, NY. * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone At Crestwood, he serves as the Lead Independent Director and the Chair of the Nominating and Governance Committee. CRESTWOOD CAPITAL MANAGEMENT LP- Ratings & Rankings by Symmetric At the time of merger, Inergy Midstream, L.P. changed its name to Crestwood Midstream Partners LP (NYSE:CMLP) and Inergy, L.P. changed its name to Crestwood Equity Partners LP (NYSE:CEQP). He previously served as a director at Westlake Chemical Partners GP LLC, the General Partners of Westlake Chemical Partners LP (NYSE: WLKP). Paul Davies - Business Development Manager - Crestwood Environmental SOLD FEB 21, 2023. He was the co-founder, and currently serves as Chairman, of PetroLogistics II LLC, the next iteration of PetroLogistics LP after it was sold to Flint Hills Resources LLC in July 2014. Fixed fees usually range from $1,000 to $3,000. Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. 1.5 Baths. Founded in 1995 by Michael Weisberg, Crestwood Capital Management (Crestwood) is a New York-based global growth-oriented, long/short equity hedge fund manager. Introducing CircleUp Credit Advisors | CircleUp Working with an adviser may come with potential downsides such as payment of fees We persistently pursue new ideas, deeper knowledge and better ways to . On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio. The Crestwood Capital Management, L.P. office and employees reside in New York, New York. He is responsible for overseeing Crestwoods financial strategy, including financial planning and analysis, capital markets execution, treasury and cash management and investor relations. Firms can sometimes charge customers using non-traditional fee structures. According to the last 13-F report filed with the SEC, Amit Mehta serves as the Sr Managing Director at Crestwood Capital Management, L.P.. Robert joined Crestwood in 2012 and has served as Executive Vice President and Chief Financial Officer, Vice President of Finance and Vice President of Business Development. Stocks with a size of more than $10 billion in market cap make up Liberty Capital Management Inc. purchased a new position in shares of Crestwood Equity Partners LP (NYSE:CEQP - Get Rating) in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission.The firm purchased 12,500 shares of the pipeline company's stock, valued at approximately $347,000. He currently is a Managing Director at First Reserve, which he joined in 2006. The total portfolio value may be much higher due to cash Find stocks and get a sneak peek at current portfolios of famous investors and large funds! 02/21: Transcript : Crestwood Equity Partners LP, Q4 2022 Earnings Call, Feb 21, 202.. CI. Crestwood Capital Management Inc operates as an investment management firm. At Crestwood, we have a culture of excellence and always strive to be a best-in-class midstream provider. 1919 Investment Counsel, LLC Opens in a new window. stability of our business. Prior to joining Crestwood in 2013, Joel was Vice President, Legal, at First Reserve. Wren basketball wins first boys state championship, beats Crestwood 56-49 Our operations Out of its six customers, Crestwood Capital Management, L.P's largest client group is pooled investment vehicles. This cookie is set by GDPR Cookie Consent plugin. (1.71%) $0.65. N/A Crestwood Capital Management, L.P. Executive : That agreement includes further investment opportunities to develop RNG projects across the U.S., Enbridge said, providing potentially more than $1 billion in new capital growth. It invests in companies with predictable business models. That's where we come Ken has added tremendous value to the Global Wealth Group over the past four years and has most recently assisted the Leadership Team with the implementation and ongoing accountability of a new OKR process (Objectives and Key Results). Ken was also instrumental in supporting Wealth Migrate through the restructure. At Crestwood, he serves as a member of the Finance and Sustainability Committees. Performance cookies are used to understand and analyze the key performance indexes of the website which helps in delivering a better user experience for the visitors. review the ongoing performance of any Adviser, participate in the management of any users account by Please enter your e-mail address and click submit. Forward Leaning. Crestwood Capital Management, L.P. recently filed their 13F report for the first quarter of 2022, which ended on 2022-03-31. Sometimes a big firm may not be able to give you the one-on-one service that you need. business relationships that might exist between SmartAsset and the named financial professional and Create Email Alert, ***Log In or (which will reduce returns). 800-343-3548. Enbridge earmarks $3.3 billion for Gulf Coast storage plant, other Building successful partnerships since 2017. Our partners are our top priority! Crestwood Capital Management, L.P is not a registered broker-dealer, meaning the company cannot buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer firm to do so. MLS #. Ben has a Bachelor of Science in Mechanical Engineering from Texas A&M University. His balanced but rigorous and candid approach is proving invaluable, and we are delighted to have him involved. Robert Halpin is President of Crestwood Equity Partners LP. Crestwood Capital Management Lp is a hedge fund that manages 1.5 BN dollars in regulatory AUM and has 15 employees, of which 7 perform investment advisory functions. Top 5 1st Quarter Trades of Crestwood Capital Management, L.P. - GuruFocus Shares of NYSE CEQP opened at $24.73 on Monday. Orange Investment Advisors LLC FL: 0.4: Western Standard LLC CA: 0.4: Buena Vista Fund Management LLC CA: 0.4: Crestwood Capital Management LP . Showing 2 of 2 known decision makers at Crestwood Capital Management, Preqin screens the most influential contacts in alternatives, so you only reach the key decision makers. Crestwood completes a 1-for-10 reverse split on its common units. Relative to the number of outstanding shares of Progyny Inc, Crestwood Capital Management, L.P. owns more than approximately 0.1% of the company. The company administers $420.5 million in assets over six customer accounts, placing it among the bigger firms in the United States by assets under management (AUM). The Calgary-based midstream company is purchasing the . from 0.50%-2.00% of AUM annually. There are no guarantees that working with an adviser will yield positive returns. Investment Advisor Previously he served in the same capacity for Crestwood Capital Management since 2009. Crestwood Capital Management Holdings Heatmap . His balanced but rigorous and candid approach is proving invaluable, and we are delighted to have him involved, Ken has added tremendous value to the Global Wealth Group over the past four years and has most recently assisted the Leadership Team with the implementation and ongoing accountability of a new OKR process (Objectives and Key Results). Ken was also instrumental in supporting Wealth Migrate through the restructure. divided by the total MV of the fund. Crestwood Capital Management, L.P. a Portfolio Activity as reported in the most recent 13F form published on Dec 31, 2022. Joel currently serves on the board of Junior Achievement of Southeast Texas and Performing Arts Houston. This cookie is set by GDPR Cookie Consent plugin. John Black is Executive Vice President and Chief Financial Officer at Crestwood Equity Partners LP. Following the takeout and consolidation of Genghis Capital from Chase Bank Kenya, Ken became a Senior Advisor, instrumental in elevating the Stockbroking business to global best practise, including input into our equity and debt product strategies, the relaunch and oversight of the firms research products and protocolling of the stockbroking sales and trading processes. 108,296 additional shares. SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, The average market cap of the portfolio companies is close to $45.4 billion. Sam Wampler, CAIA - LinkedIn Crestwood Capital Management Stock Portfolio - Investing.com ZA At Crestwood, she serves as Chair of the Audit Committee and a member of the Compensation Committee. in the aforementioned profile. He has 28 years of experience in the midstream industry, most recently as an Area Manager at ONEOK before joining Crestwood. Sec Form D/A We strive to promote health and maintain a high standard of safety for our company, the public and the environment through careful planning and responsible operations. AlphaCrest Capital [] John joined Crestwood in 2014 and previously served as Senior Vice President of Finance and Vice President of Finance. The manager's has disclosed holdings from 09/30/09 to 09/30/21. Crestwood Announces Fourth Quarter 2022 Financial and Operating Results, the Divestiture of Tres Palacios for $335 Million, and Provides 2023 Guidance and Outlook, Crestwood Announces Quarterly Distribution and Schedules Fourth Quarter 2022 Earnings Release Date, Crestwood Midstream Announces Pricing of Upsized Private Offering of $600 Million of Senior Notes Due 2031, Crestwoods Strong Performance on NYSE Floor Talk, Permian commissions, while fee-based advisors may. the MV of securities sold, whichever is less, Click here Five Below (FIVE) Ps Ratio (TTM) - Zacks.com Crestwood Capital Management, L.P. In addition, Mr. Gfeller currently serves on the Board of HC2 Holdings, Inc. (NYSE: HCHC) and previously served as President and Chief Executive Officer of Ferrellgas Partners, L.P. marketing of crude oil; and gathering and disposal of produced water. He holds a B.A. Prior to that, she was President and Director of Investor Relations for Crestwood Capital Management, where she oversaw fundraising and client relationships, risk management, and street relationships. Currently, their heaviest sector is Technology making up 24.6% of In this role, Will is focused on strategic planning and corporate development, including asset and M&A transaction origination, execution and commercial development to support the partnership's long-term strategic goals. Subscribe to WhaleWisdom to view all filing data Diaco holds a Bachelor of Science in Chemical Engineering from Auburn University and an MBA in Energy Finance from the University of Texas. See the Top Performing Hedge-Funds > Zachary Liebman . Data-as-a-Service Data Management Data Enrichment API & Webhooks. With over 26 years of experience and operation, Crest offers superior service that will give your community the personal attention it deserves. Top 50 Crestwood Capital Management Holdings . containing a link to download the .zip file of the CSV file(s) you requested. Click here to find your advisor matches today. Tweet. Read More . Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter. This special highlights the best of the fifth annual event which was held in Singapore from November 14-17. Mr. Williams previously served as NOVs Chief Operating Officer and Chief Financial Officer and in numerous financial roles with Varco before its merger with National Oilwell in 2005. Crestwood Equity Partners - About Us Jeff Gangla | Chief Executive Officer at Genghis Capital Ltd, I have known Ken for 23 years. The company also oversees three non-discretionary accounts with a total of $7.3 million in assets under management. Van Zeck, Commissioner of the Public Debt, will present the three national winners in the 10th Annual Savings Bonds Poster Contest with awards during a ceremony at the Capital Children's Museum in Washington, D.C. on May 24, 2001 at 10 a.m. Mr. Sherman is the former Chief Executive Officer and President of Inergy, L.P. and Inergy Midstream, L.P. and served in those positions until June 2013. You must have a subscription to view WhaleScore histories. Michael R. Weisberg's Crestwood Capital Management is located in New York City, and has $400 million in assets under management. Join to view profile . Robert was an investment banker for ten years at the Managing Director level for a large international bank and previously was the General Counsel and Head of Legal for Canadas largest investor owned utility. through organic expansion, development projects and acquisitions, while at the same time ensuring the ongoing Consecutively, business investment has been projected to increase in capital expenditure growing by 10%. The firm has a market . Robert has a bachelor's degree in Finance from The University of Texas at Austin. You are viewing a preview of this profile. When completed, an email will be sent to the email address you specify Will serves as the head of Crestwoods Kansas City corporate office. Please enter your e-mail address and click submit. or to simply have an email sent to you whenever we receive a new Will joined Inergy, which merged with Crestwood in 2013, as a legal analyst and business development associate. Crestwood is proud to be recognized among the top ranked companies in employee workplaces, diversity, equity & inclusion, customer satisfaction and environmental stewardship. These cookies help provide information on metrics the number of visitors, bounce rate, traffic source, etc. 2K followers 500+ connections. Prior to joining Crestwood, he held Project Manager roles at El Paso Corporation and subsequently Kinder Morgan after its acquisition of El Paso. Crestwood Midstream Partners LP acquires Antero Resources' (NYSE:AR) gathering system targeting the Marcellus Shale in Harrison and Doddridge Counties, West Virgina for $380 million. Crestwood Capital Management, L.P is a financial advisor firm that has its headquarters in New York, New York. Quickly find out what the most recently closed or increased positions are. Joanne Howard is Senior Vice President of ESG and Corporate Communications at Crestwood Equity Partners LP. rather than a long-term advisor. Talent Search Candidate Outreach Employer Branding ATS integrations. She currently serves as a director at Patterson-UTI Energy, Inc. (NASDAQ:PTN) and Aethon Energy. He previously was at Enterprise Products Company holding the titles of Vice President of Crude Supply and Marketing, Senior Director of Crude Oil Marketing and Director of Natural Gas Marketing. in to help match you with great personal financial advisors. Crestwood Equity Partners Stock Performance. $116 billion Assets Under Management (AUM) As of 17th January 2023, Crestwood Capital Management, L.P.'s top holding is 563,932 shares of Progyny Inc currently worth over $17.6 billion and making up 15.1% of the portfolio value. of the fund's Technology sector allocation and has decreased its share price by 3.6% in the past year. in to help match you with great personal financial advisors. First Reserve and Crestwood Holdings establish a partnership to pursue investments in midstream assets located in unconventional resource plays. This has meant he has enjoyed a highly successful investment banking career in London over the last 20 years. Now more than ever, players rightly see themselves as multi-faceted entrepreneurs, and seek ways to leverage their brands in everything from real estate to venture capital. The cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional". Crestwood Capital Management, L.P. is an investment firm based in New York, that manages a family of private funds that were founded . Ascending Capital Management LLC is a business entity registered with the State of New York, Department of State (NYSDOS). Crestwood Equity Partners LP's (Crestwood) common units continue trading on the NYSE under the symbol CEQP. Phase 2 is a 120 MMcf/d cryogenic processing plant that increases Crestwoods processing capacity in the Bakken to 150 MMcf/d. He has a Master of International Business from the Thunderbird School of Global Management. Joanne holds a Bachelor of Science in Politics with International Relations from the University of Wales- Swansea and a Masters in International Relations from the University of Bristol. View more recently sold homes. Crestwood Capital Management, L.P. (Form13F-HR) - Benzinga Firms generally charge this fee for educational materials provided, such as a monthly magazine. Read our 2021 sustainability report, prepared in accordance with the Global Reporting Initiative (GRI) Standards Core option, the Sustainability Accounting Standards Board (SASB) midstream framework and the Task Force on Climate-related Financial Disclosures (TCFD), to learn how Crestwood is implementing Real Change. Liberty Capital Management Inc. Invests $347,000 in Crestwood Equity In his role, John oversees commercial aspects of Crestwoods entire NGL business with oversight over business development, information technology, risk control and accounting. Crestwood Capital Management - Fund and Executive Details With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers. Find an Investor Center. Sign up to receive e-mail alerts whenever Crestwood Equity Partners LP posts new information to the site. From banking, considerations around financial accounting, regulation and business valuation to the building of compatible data rooms to ultimately achieve funding. Diaco serves on the Advisory Council for Auburn Universitys College of Engineering. The company has a debt-to-equity ratio of 2.03, a current ratio of 1.55 and a quick ratio of 1.30. All text and design is copyright 2020 WhaleWisdom.com. The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and Crestwood Capital Management is based out of New York. Crestwood closed on the acquisition of NGL assets from Plains All American (NYSE: PAA) for approximately $160 million, adding approximately 7 million barrels of NGL storage, a multi-year supply agreement with Plains and additional access to attractive transportation capacity from Mont Belvieu to the MS&L portfolio. Registered Share (PNR): Hedge Funds Aren't Crazy About It, Insider Sentiment Unchanged, How to Best Use Insider Monkey to Increase Your Returns, 6 Things You Didn't Know About Hedge Funds. policies, or making certain referrals or transactions. Jeff Cathey is Senior Vice President & Controller at Crestwood Equity Partners LP. The named financial professional and firm have not reviewed, approved, or endorsed this profile and Cookies help us deliver our services. Get the latest business insights from Dun & Bradstreet. Newest; Filter; Local; CRESTWOOD CAPITAL PARTNERS L P. Industry: Pooled Investment Fund (See others in industry) . 1,355 Sq. Phase 1 provides 30 MMcf/d of processing capacity which will be increased to 150 MMcf/d upon completion of the Phase 2 expansion in 2019. Crestwood Capital Management LP | AUM 13F She was Vice President and Chief Financial Officer of DCP Midstream and Chief Financial Officer, Chief Accounting Officer and Treasurer for Constellation Energy Partners. He currently serves as Chairman and CEO of the Kansas City Royals Baseball Club. Crestwood Equity Partners (NYSE:CEQP) Price Target Cut to $30.00 The average financial advisor at Crestwood Capital Management, L.P administers around two client accounts, placing it among the most individualized advisor firms in the country. EFFECTIVE DATE; SEC: Approved: FINRA. Crestwood Management has acquired Corporate Collection - EdgePoint Wealth Advisor Solutions | Specialized investment advice |Fidelity

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