Crest Rock Partners

Crest Rock Management Company LP, established in 2019, is a Denver-based investment advisory firm specializing in managing private equity investments across various sectors. The firm manages four Funds, focusing on software, technology, manufacturing, business services, and industrial sectors. Crest Rock also sponsors Co-Investment Vehicles and Executive Funds. The firm's investment strategies involve control investments in lower-middle market companies, primarily in North America, with a focus on value creation through active management. Crest Rock charges asset-based management fees and carried interest allocations from the Funds. The firm has policies in place to address conflicts of interest, insider trading, and personal trading. Crest Rock provides ongoing monitoring of investments, quarterly and annual financial reporting to investors, and has custody over the Funds. The firm compensates Placement Agents for investor referrals and has implemented policies for voting client securities. Crest Rock has no disciplinary events and maintains financial stability to meet its obligations. Clients can request the firm's Code of Ethics, proxy voting policies, and financial information for review.