Top financial advisors in East Palo Alto, CA
We’ve curated a list of the best financial advisors in East Palo Alto, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$486,060,491
Number of advisors
8 advisors
| $486,060,491 | 8 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in East Palo Alto, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case East Palo Alto. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Crescent Park Management, L.p.
Crescent Park Management, L.P. is a financial advisor firm established in February 2014, specializing in providing investment advisory services to privately offered pooled investment vehicles. The firm's founder is Eli D. Cohen. Crescent Park manages various funds, including the Master Fund, FOF Fund, SPVs, and GE Master Fund, with total regulatory assets under management of approximately $352,413,556 as of December 31, 2024. The firm primarily invests in equity and equity-related securities and commodities traded publicly in U.S. and non-U.S. markets on a discretionary basis. Clients of Crescent Park are sophisticated investors, with minimum investment requirements ranging from $250,000 for the FOF Fund to $5,000,000 for other funds. The firm's compensation structure is negotiable and typically includes management fees based on a percentage of assets. Crescent Park may waive management fees or performance allocations for certain investors. The firm acts as a fiduciary and has a Code of Ethics in place to ensure compliance with its obligations to clients and securities laws. Crescent Park has discretion over client investments and may engage in performance-based fees. The firm reviews client accounts regularly and provides detailed reports on performance and investment outlook. Additionally, Crescent Park discloses its brokerage practices, custody arrangements, proxy voting policies, and financial information to ensure transparency and compliance with regulatory requirements.
$486,060,491 under management
8 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in East Palo Alto, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case East Palo Alto. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Your first meeting is free.