pe sponsor
Crestview Partners
NEW YORK, NY
CRD: 157488
In PWD coverage since September 10, 2026 · 1 story
$7.1BRegulatory AUMSEC Form ADV · Sep 25
36EmployeesForm ADV
Regulatory AUM · Sep 11 – Sep 25
PWD coverage
M&A
Modern Wealth buys exits, and absorption is the constraint
The fifth acquisition of 2026 adds $710 million and extends a Florida-LPL sourcing run to three books in five months, while regulatory AUM sits $4 billion below the announced total.