Crestline Investors (“Crestline”) is excited to announce the continuation of the partnership and the close of a $150.0 million additional commitment to Credent Wealth Management (“Credent”) to support the company’s continued growth and acquisitions. Founded in 2018, Credent is a fee-only Registered Investment Advisor headquartered in Indiana with more than $4 billion in assets under management (AUM).
"Credent continues to demonstrate operational excellence and disciplined execution in a rapidly evolving industry," said Albert Hicks, Director at Crestline Investors. "We are proud to deepen our partnership with a firm that we believe is well-positioned to support advisors in their mission of offering transparent economics, independence, and a clear path to ownership and succession."
"This partnership strengthens our ability to do what we do best: serve hardworking Americans who earn more than they spend and value advice rooted in transparency and trust," said David Hefty, CEO of Credent Wealth Management. "Crestline's support allows us to grow on our own terms by preserving our independence, investing in our people, and expanding the reach of the Credent experience to more advisors and clients across the country. As we grow, we're proud to bring our culture and core values to a national stage, showing that integrity and humility still define enduring success."
About Crestline Investors
Crestline Investors is a global alternative investment management firm founded in 1997 and based in Fort Worth, Texas, with affiliate offices in London, New York, Tokyo, and Toronto. The firm has approximately $18 billion of credit assets under management (as of June 30, 2025) including its capital solutions, direct lending, and portfolio finance platforms. For more information, visit www.crestlineinvestors.com.
About Credent Wealth Management
CX Institutional, LLC d/b/a Credent Wealth Management is a Registered Investment Advisor (RIA) headquartered in Indiana with over $4 billion in assets under management, offering a uniquely client-centric approach to wealth management through commission-free, transparent, and impactful financial planning and investment strategies. Since its inception in 2018, Credent has grown rapidly through a combination of organic growth and 13+ strategic acquisitions focused on providing advisors with a customized, cooperative transition as they build their own succession plans. Credent's culture creates lasting, meaningful relationships, enabling advisors to do their best work while ensuring clients can maintain their standard of living without financial worry. Credent has been recognized on multiple industry lists, including Forbes America's Top RIA Firms since 2023, Financial Advisor Magazine's 2025 Top 50 Fastest Growing Firms and InvestmentNews 2025 5-Star RIA Firms. For more information, visit CredentWealth.com
This financial promotion is issued by Crestline Management, LP and Crestline Europe, LLP (together "Crestline"). Crestline Europe, LLP is authorized and regulated by the Financial Conduct Authority (FCA). The material is not intended to be a formal research report and nothing in this presentation should be interpreted to state or imply that past results are an indication of future performance. Any opinions expressed herein are our current opinions only. There can be no assurance or guarantee that Crestline's investment strategy will achieve its stated goal. All information provided in this presentation is for informational purposes only Crestline accepts no liability for loss arising from the use of this material. In the United Kingdom, this communication is being made only to, or directed only at, persons who are: (i) investment professionals within the meaning of Article 19 of the Financial Services and Markets Act 2000 (Financial Promotion) Order 2005 (“FP Order”); (ii) high net worth companies and certain other entities falling within Article 49 of the FP Order; or (iii) any other persons to whom such communication may lawfully be made. It must not be acted, or relied, upon by any other persons.
