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CRESCENT CAPITAL GROUP LP
11100 Santa Monica Blvd.
Suite 2000
Los Angeles, California 90025
Tel: 310-235-5900
About CRESCENT CAPITAL GROUP LP
CRESCENT CAPITAL GROUP LP, formally registered with the SEC as CRESCENT CAPITAL GROUP LP. The firm was established in 08/10/2010. They have over 5 offices throughout the country.
CRESCENT CAPITAL GROUP LP is a Los Angeles, California based Financial Planning firm with nearly $42,557,268,774 assets under management, offering retirement planning & investment advisory services to 153 clients. The firm is staffed with 229 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 153966 |
| SEC# | 801-71747 |
| Assets Managed by Firm | $42,557,268,774 |
| No. of Clients | 153 |
| No. of Advisors | 229 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 153 | $42,557,268,774 |
| Pension and profit sharing plans | 4 | $853,376,393 |
| Charitable organizations | 2 | $173,805,094 |
| Other investment advisers | 2 | $53,302,343 |
| Corporations or other businesses | 1 | $118,707,423 |
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