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Amit Tilak Mehta

CRESTWOOD CAPITAL MANAGEMENT, L.P.·NEW YORK, New York
Clean recordCRESTWOOD CAPITAL MANAGEMENT, L.P.
430 PARK AVENUE, 19TH FLOOR, NEW YORK, NY 10022CRD# 4545389Firm CRD# 160807

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Amit Tilak Mehta · NEW YORK, NY
Registration
CRD #4545389 · CRESTWOOD CAPITAL MANAGEMENT, L.P.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Amit Tilak Mehta is a registered financial advisor based in NEW YORK, New York, affiliated with CRESTWOOD CAPITAL MANAGEMENT, L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
CRESTWOOD CAPITAL MANAGEMENT, L.P.
CRESTWOOD CAPITAL MANAGEMENT, L.P.
AUM
$348M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at CRESTWOOD CAPITAL MANAGEMENT, L.P. →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4545389
Firm CRD# 160807
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Amit Tilak Mehta offer?
Amit Tilak Mehta specializes in Retirement Planning. Contact their office in NEW YORK, New York for a consultation.
What are Amit Tilak Mehta's credentials?
Amit Tilak Mehta is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Amit Tilak Mehta located?
Amit Tilak Mehta is based in NEW YORK, New York, working with CRESTWOOD CAPITAL MANAGEMENT, L.P.. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Amit Tilak Mehta charge for services?
Amit Tilak Mehta's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CRESTWOOD CAPITAL MANAGEMENT, L.P.?
CRESTWOOD CAPITAL MANAGEMENT, L.P. has approximately 4 employees and manages $348M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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