Crest Rock Management Company Lp
- Regulatory AUM
- $1.1B
- Discretionary
- $1.1B
- Clients
- 4
- Avg AUM / client
- $275M
- Accounts
- 4
- Employees
- 14
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 4 | $1.1B | 100.0% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Jun 2024 · $407M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Crest Rock Fund I A Lp | Private Equity Fund | Delaware | $360M | 37 |
| Crest Rock Fund I B Lp | Private Equity Fund | Delaware | $42.8M | 6 |
| Crest Rock Fund I Executive Lp | Private Equity Fund | Delaware | $3.6M | 21 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Carnes, Jeffrey, Tyler | Partner | Feb 2019 (8y) | 50% – 75% | |
| Johnson, Stephen, Bradley | Partner | Feb 2019 (8y) | 50% – 75% | |
| Covell, Kyle, Armistead | Chief Compliance Officer | Apr 2019 (7y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Crest Rock Holdings Llc | General Partner | Feb 2019 | A | Less than 5% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (3, $407M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Crest Rock Fund I A Lp | Private Equity Fund | $360M | $5.0M | 37 |
| Crest Rock Fund I B Lp | Private Equity Fund | $42.8M | $5.0M | 6 |
| Crest Rock Fund I Executive Lp | Private Equity Fund | $3.6M | $10.0K | 21 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/26/2026 | 1.72 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • TRANSACTION FEES
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 26, 2026.
View current Form ADV (SEC/IAPD) ↗