Crestwood Capital Management Portfolio | Michael Weisberg 13F Holdings 7. From banking, considerations around financial accounting, regulation and business valuation to the building of compatible data rooms to ultimately achieve funding. Crestwood Equity Partners LP (NYSE: CEQP) is a publicly traded master limited partnership that owns and operates midstream assets located primarily in the Williston Basin, Delaware Basin and Powder River Basin. All text and design is copyright 2020 WhaleWisdom.com. Crestwood commissioned Phase 2 of the Bear Den Processing Plant located in Watford City, ND. Ken also created linkages with international securities trading units to deepen our client pool. 8209 W Crestwood Dr , Boise, ID 83704-3028 is a single-family home listed for-sale at $442,000. Our operations and financial results are divided into three segments that include Gathering & Processing North . Eric joined Crestwood in 2013, holding multiple roles in the organization from project management to strategic development with his most recent being Vice President, Engineering & Project Management and Vice President, Strategic Development & New Ventures. We do not manage client funds or hold custody of assets, we help users connect with relevant financial These cookies help provide information on metrics the number of visitors, bounce rate, traffic source, etc. 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 3675 Crestwood Pkwy., Suite 350 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. Progyny Inc dropped 12.1% in the past year. 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. Real time Crestwood Equity Partners (CEQP) stock price quote, stock graph, news & analysis. [1]: Bristol, England, United Kingdom. Please enter your e-mail address and click submit. Crestwood Capital Management, L.P. a Portfolio Activity as reported in the most recent 13F form published on Dec 31, 2022. Robert holds a Bachelor of Science in Geology and Zoology from the University of Alberta and a Juris Doctor from the University of Calgary. 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). Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Crestwood Capital Management, L.P. assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents. Request a demofor full access to this profile. This means they effectively own approximately 0.1% of the company. Crestwood Capital Management is a long/short equity hedge fund, with stocks concentrated in the information technology, finance, industrials, consumer discretionary, healthcare, and communications . Crestwood Equity Partners LP (NYSE: CEQP) is a publicly traded master limited partnership that owns and operates midstream assets located primarily in the Williston Basin, Delaware Basin and Powder River Basin. Investment Management Services Denver - Registered Investment Advisor Mr. Phillips holds a B.B.A from the University of Texas at Austin and a Juris Doctorate from South Texas College of Law. AlphaCrest Capital [] Prior to First Reserve, he worked as an associate attorney in the Business and International Section of Vinson & Elkins LLP, both in their Houston and Moscow offices. You're reading a free article with opinions that may differ from The Motley Fool's Premium . Hedge Fund At Crestwood, he serves as Chair of the Finance Committee and a member of the Audit Committee. This transaction is the first part of the merger between Crestwood and Inergy to create a fully integrated midstream partnership with a combined enterprise value in June 2013 of approximately $7 billion. The investment fund also strengthened its position in Progyny Inc by buying These cookies ensure basic functionalities and security features of the website, anonymously. platform based on information gathered from users through our online questionnaire. You are viewing a preview of this profile. Rob joined Crestwood in 2015 as Vice President of Crude Marketing. Track performance, allocation, dividends, and risks, Annotate, download XLSX & look up similar tables, Filter, compare, and track coins & tokens. Ken has always been steadfast about his investment recommendations, be those positive or negative and honest to a fault in his dealings. 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. Rob holds a bachelors degree in Finance from the University of Texas at Austin and his MBA from the University of Houston Clear Lake. Subscribe to WhaleWisdom to view all filing data John joined Crestwood in 2014 and previously served as Senior Vice President of Finance and Vice President of Finance. He joined First Reserve in 2007 and served on Crestwood's board of directors from 2010 to 2013. Wed, 03/01/2023 - 05:00 PM. 3805 Crestwood Pkwy Suite 260 Suite 260, Duluth, GA 30096: 2015-12-03: Tycoon Trading Ltd: 3790 Satellite Blvd Ste 101, Duluth, GA 30096: 2016-10-07: Crestwood commissioned the Bucking Horse II processing plant in the Powder River Basin which increases total gathering and processing capacity in the basin to 345 mmcf/d and allows Crestwood to offer producer customers the best natural gas and gas liquid recoveries in the basin. Managing Director, Head of Investor Relations at Crestwood Capital Management, L.P. New York City Metropolitan Area. We stay ahead of the curve by adapting, learning and improving. Frances M. Vallejo was appointed to the Board of Directors of Crestwood Equity GP LLC in February 2021. You also have the option to opt-out of these cookies. (which will reduce returns). rather than a long-term advisor. Mark Mitchell is Senior Vice President of Commercial Operations and Business Development at Crestwood Equity Partners LP. The Crestwood Capital Management, L.P. office and employees reside in New York, New York. From banking, considerations around financial accounting, regulation and business valuation to the building of compatible data rooms to ultimately achieve funding. ? Sometimes a big firm may not be able to give you the one-on-one service that you need. 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. Before that, he was an Intern for Chief Justice Tom Phillips on the Texas Supreme Court as well as a Russian linguist and Military Intelligence Specialist for the United States Army. are not responsible for its accuracy. $38.66. CRESTWOOD CAPITAL MANAGEMENT LP- Ratings & Rankings by Symmetric Will serves as the head of Crestwoods Kansas City corporate office. CRESTWOOD EQUITY PARTNERS LP Management's Discussion and Analysis of Financial Conditi.. AQ. of the fund's Technology sector allocation and has decreased its share price by 3.6% in the past year. Crestwood is proud to be recognized among the top ranked companies in employee workplaces, diversity, equity & inclusion, customer satisfaction and environmental stewardship. Warren H. Gfeller was appointed to the Board of Directors of Crestwood Equity GP LLC (formerly Inergy GP, LLC) in July 2001 and the Board of Directors of Crestwood Midstream GP LLC (formerly NRGM GP, LLC) in December 2011. Providing a full service route to funding, Ken Williams assists companies with strategic finance including corporate governance, corporate structuring, business protocoling and positioning, global banking and FX requirements, best-practice in financial accounting, regulatory considerations, and business valuation. You are limited to the prior 8 quarters of 13F filings. Firms generally charge this fee for educational materials provided, such as a monthly magazine. Alt Turnover is calculated by taking either the total MV of new purchases or Eric has a Bachelor of Science in Mechanical Engineering from Texas A&M University. Home - Crestwood Advisors Enbridge to expand Flanagan South crude pipeline, build EHOT terminal We also use third-party cookies that help us analyze and understand how you use this website. Crestwood Capital Management, L.P. is an investment fund managing more than $116 billion ran by Amit Mehta. This makes their stake in Progyny Inc total 563,932 shares worth $17.6 billion. Shares of NYSE CEQP opened at $24.73 on Monday. Primary Business Name: CRESTWOOD CAPITAL MANAGEMENT, L.P. CRD Number: 160807 Other-Than-Annual Amendment - All Sections Rev. Across our three segments Crestwood is engaged in the 4495 CRESTWOOD DRIVE N, Saint Petersburg, FL 33714 This ultimately contributing to the building of compatible data rooms to achieve commercial Funding for the associated companies. The cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. This can be Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP and CERTIFIED FINANCIAL PLANNER in the United States, Enbridge will also acquire a 10 per cent stake in Divert Inc., a food waste management company expanding into renewable natural gas, for US$80 million. Josh joined Crestwood in 2015 and previously served as Senior Vice President of Investor Relations, ESG and Corporate Communications and Vice President of Investor Relations. He holds a bachelor's degree in Environmental Design from Texas A&M University and a Doctor of Jurisprudence from the University of Texas School of Law. Ms. Minas has previously served on the boards of CNX Midstream Partners, Weatherford International (NASDAQ: WFRD) and Ciner Resources LP (NYSE: CINR). 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. 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 . Crestwood divests Marcellus Shale assets to Antero Midstream Corporation (NYSE: AM) for $205 million. Brooklyn , New York , United States 1-10 ET. Data-as-a-Service Data Management Data Enrichment API & Webhooks. Will serves on the Board of Governors for the University of Kansas School of Law. Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world. Crestwood Capital Management is a hedge fund with 6 clients and discretionary assets under management (AUM) of $413,258,867 (Form ADV from 2022-11-16). We built Crestwood to be a wealth advisory firm where we would choose to be clients. Prior to that he was an equity analyst at Voya Asset Management (on the Crestwood team), Atalanta Sosnoff, Zweig-DiMenna, and WaveMark Partners. 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). "Athlete | Empire" presents the in-depth, intimate stories of these businesses, as told by the players themselves. Please enter your e-mail address and click submit. Michael Richard Kuchler is an employee with Crestwood Capital Management, L.P., a hedge fund company. Safety is Our First Priority. safety, diversity, equity & inclusion, environmental stewardship and building long-term community Crestwood Equity Partners LP completes sale of Tres Palacios to Crestwood Midstream Partners LP and Brookfield Infrastructure for $130 million. Crestwood commissioned Phase 1 of the Bear Den Processing Plant to support increasing gas volumes on Crestwoods Arrow gathering system. loss of principal. Five Below Stock is a Recession Play ; Analyst Upgrades and Downgrades. Click here to find your advisor matches today. 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. Terms of the transaction were not disclosed. commissions, while fee-based advisors may. Ft. 12018 Greenway Cir S #106, Royal Palm Beach, FL 33411. 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. In his role, Mark is responsible for overseeing the commercial operations for Crestwood's Gathering & Processing assets as well as operations and business development for Tres Palacios Gas Storage. 747,195 shares of Icici Bank Limited worth $16.4 billion. Advisors who earn commissions may be incentivized to Hedge Fund - Crestwood Capital Management - Insider Monkey At Crestwood, he serves as the Lead Independent Director and the Chair of the Nominating and Governance Committee. Sign-up Crestwood Equity Partners Stock Performance. He currently serves as Chairman, President and Chief Executive Officer of NOV Inc. (NYSE: NOV) (NOV). Robert Halpin is President of Crestwood Equity Partners LP. Our goal is to create long-term value for our unitholders by delivering increasing distributable cash flow 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. You must have a subscription to view WhaleScore histories. Citigroup Trims Crestwood Equity Partners (NYSE:CEQP) Target Price to Necessary cookies are absolutely essential for the website to function properly. Ken has always been fiercely committed to the companys success and been a great supporter of myself as CEO, I really appreciate how much he cared and how much he tried to assist the business. Cookies help us deliver our services. Axon Capital LP | AUM 13F Building successful partnerships since 2017. AIKEN For the first time in its history and in coach Fran Campbell's 39-year stint at the school, the Wren boys basketball team has won a state championship, beating Crestwood 56-49 on Friday . Sometimes a big firm may not be able to give you the one-on-one service that you need. She was Vice President and Chief Financial Officer of DCP Midstream and Chief Financial Officer, Chief Accounting Officer and Treasurer for Constellation Energy Partners. Ken has always been steadfast about his investment recommendations, be those positive or negative and honest to a fault in his dealings. FOUNDER, CHAIRMAN AND CHIEF EXECUTIVE OFFICER, EXECUTIVE VICE PRESIDENT AND CHIEF OPERATING OFFICER, EXECUTIVE VICE PRESIDENT AND CHIEF FINANCIAL OFFICER, EXECUTIVE VICE PRESIDENT AND CHIEF ACCOUNTING OFFICER, EXECUTIVE VICE PRESIDENT AND CHIEF LEGAL, SAFETY AND COMPLIANCE OFFICER, EXECUTIVE VICE PRESIDENT, CORPORATE STRATEGY, SENIOR VICE PRESIDENT OF CRUDE AND GAS MARKETING, SENIOR VICE PRESIDENT OF BUSINESS DEVELOPMENT, SENIOR VICE PRESIDENT OF ESG AND CORPORATE COMMUNICATIONS, SENIOR VICE PRESIDENT OF COMMERCIAL OPERATIONS AND BUSINESS DEVELOPMENT, SENIOR VICE PRESIDENT, ENGINEERING & PROJECT MANAGEMENT, SENIOR VICE PRESIDENT OF MARKETING, SUPPLY AND LOGISTICS, SENIOR VICE PRESIDENT OF BAKKEN OPERATIONS, SENIOR VICE PRESIDENT OF AUDIT, TECHNOLOGY AND IMPLEMENTATION SERVICES. SEC / JURISDICTION. FINRA. Relative to the number of outstanding shares of Progyny Inc, Crestwood Capital Management, L.P. owns more than approximately 0.1% of the company. Josh Wannarka is Senior Vice President of Finance at Crestwood Equity Partners LP. Crestwood Capital Management, L.P. 1,389,960 : 1,737,450: 2023-01-27: NP: VRTIX - Vanguard Russell 2000 Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and . Click here to find your advisor matches today. He also held roles at AGL Resources as Senior Director of Business Development after beginning his career at Shell Oil Company in trading and analyst roles. Bret began working in the financial services industry in 2004, and was most recently a founding senior research analyst at One Tusk Investment Management in New York, N.Y. Bret's prior experience includes senior research positions at Scout Capital Management, Karsch Capital, and Crestwood Capital Management. His balanced but rigorous and candid approach is proving invaluable, and we are delighted to have him involved. To report any data inconsistencies or errors, please contact He is responsible for overseeing Crestwoods financial strategy, including financial planning and analysis, capital markets execution, treasury and cash management and investor relations. 1 Bed. Energy Income Weekly: Guiding For Growth In 2023 & Processing South and Storage & Logistics. 2K followers 500+ connections. In 2009, Michael Weisberg's fund spun off of ING Alternative Asset Management and is . Access effective, reliable, and comparable fund performance data and place your firm or portfolio within the context of the alternative assets market. The manager's has disclosed holdings from 09/30/09 to 09/30/21. Before that she was the vice-consul for energy and environment at UK Trade & Investment located at the British Consulate-General in Houston. Across our three segments Crestwood is engaged in the gathering, processing, treating, compression, storage and transportation of natural gas; storage, transportation, terminalling and marketing of NGLs; gathering, storage, transportation, terminalling and marketing of crude oil; and gathering and disposal of produced water. This has meant he has enjoyed a highly successful investment banking career in London over the last 20 years. 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. Fixed fees usually range from $1,000 to $3,000. Performance Michael R. Weisberg's Crestwood Capital Management is located in New York City, and has $400 million in assets under management. Robert G. Phillips currently serves as Founder, Chairman and Chief Executive Officer of Crestwood Equity Partners LP, which he founded in October 2010. Amit Mehta also disclosed a decreased stake in Icici Bank Limited by approximately 0.1%. CRESTWOOD CAPITAL PARTNERS II LP: Street Address 1 Street Address 2; 599 Lexington Avenue: 39th Floor: City State/Province/Country ZIP/PostalCode . Stock quotes are provided by Factset, Morningstar and S&P Capital IQ The total portfolio value may be much higher due to cash and M.B.A from Fort Hays State University, and a Juris Doctor degree, from the University of Kansas School of Law. (1.71%) $0.65. John is a Certified Public Accountant and holds a bachelors in Accounting from University of Floridas Fisher School of Accounting. Crestwood Capital Management, Inc. Company Profile | Rock Island, IL He holds a B.A. 800-343-3548. Crestwood and joint venture partner Consolidated Edison, Inc. (NYSE: ED) divest Stagecoach Gas Services LLC to Kinder Morgan, Inc. (NYSE:KMI) for $1.225 billion. Joel Lambert is Executive Vice President and Chief Legal, Safety and Compliance Officer at Crestwood Equity Partners LP. It sold the previously owned 64,417 shares for $1.31 million. Wealth Advisor Solutions | Specialized investment advice |Fidelity 02/21: . The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest. 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.. calculated in a number of ways but most commonly is charged as a percentage of investment profits. The named financial professional and firm have not reviewed, approved, or endorsed this profile and In his role, he oversees all operations in Crestwoods Arrow Gathering and Processing System and COLT Hub Rail Loading and Oil Terminal. He began his career on Wall Street as a fixed income analyst at Donaldson, Lufkin, and Jenrette. Prior to joining Crestwood, he was a NGL Trader for both PG&E Energy and Louis Dreyfus Energy Services and Trading Analyst Supervisor at Koch Industries. Introducing CircleUp Credit Advisors | CircleUp Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan and level of services needed. OriginalWhaleScore Enbridge (U.S.) Inc. entered into an agreement to acquire Tres Palacios Steven joined Crestwood in 2012 and previously served as Interim Chief Financial Officer of Crestwood. Crestwood Capital Management, L.P. Will Moore is Executive Vice President, Corporate Strategy at Crestwood Equity Partners LP. Crestwood Equity Partners Stock Down 1.2 %. Crestwood divests US Salt, LLC, a non-core business in Crestwoods traditional midstream portfolio, for approximately $225 million. Top 50 Crestwood Capital Management Holdings . This Magnificent Dividend Stock's Recent Additions Add More Fuel to the Joanne joined Crestwood in 2018 and has held the roles of both Vice President and Director of ESG and Corporate Communications. 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The business address is 3675 Crestwood Pkwy., Suite 350, Duluth, GA 30096. Crestwood Equity Partners (NYSE:CEQP) Price Target Cut to $30.00 SEC form, multiple filers or classes of filers, and much more.***. Prior to Crestwood, he was an Assistant Controller at Shamrock Trading Corporation and started his career in accounting at Ernst and Young. Crestwood Capital Management Inc operates as an investment management firm. CRESTWOOD CAPITAL PARTNERS L P - fund raising filing - Form Ds InvestingPro portfolio ideas offer advanced financial stock info about Crestwood Capital Management. Current Price. Fee types charged by the company can include the following fee structures: asset-based or performance-based. The 2,080 sq. Crestwood Capital Management, L.P. Prior to Enterprise, Mr. Phillips served as Chairman and Chief Executive Officer of GulfTerra Energy Partners, L.P., and as Chairman, President and Chief Executive Officer of Eastex Energy, Inc. Mr. Phillips has previously served as a director of Pride International, Inc., Enterprise Products Partners L.P., Enterprise GP Holdings L.P., Eastex Energy, Inc. and Bonavista Energy Corporation. Will joined Inergy, which merged with Crestwood in 2013, as a legal analyst and business development associate. 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. We began our investment banking careers together at BoE in South Africa where we worked closely together as Ken was an equity analyst while I was in M&A/Corporate Finance in the same sectors. The 13F report details which stocks were in a guru's equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts . to find your advisor matches today. midstream assets located primarily in the Williston Basin, Delaware Basin and Powder River Basin. EFFECTIVE DATE; SEC: Approved: Form ADV for more details. Steer up-time and equipment reliability improvements through simplification activities. 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. Crestwood forms joint venture with Consolidated Edison, Inc. Crestwood enters into long-term agreement with SWEPI LP (SWEPI), a subsidiary of Royal Dutch Shell plc, to construct, own and operate a natural gas gathering system in the Delaware Permian Basin. Chief Operating Officer at Crestwood Capital . On the other hand, there are companies that Crestwood Capital Management, L.P. is getting rid of from its portfolio. 32 Followers. Jeff Gangla | Chief Executive Officer at Genghis Capital Ltd, I have known Ken for 23 years. Joel served in Iraq and Saudi Arabia during Desert Shield and Desert Storm. Prior to joining First Reserve, he held roles in the Global Energy Group at UBS Investment Bank and Howard Frazier Barker Elliott, Inc. At Crestwood, he serves as a member of the Finance Committee.
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