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CRESCENT COVE ADVISORS, LP

1700 Montgomery Street
Suite 240
San Francisco, California 94111
Tel: 415-800-2289

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About CRESCENT COVE ADVISORS, LP

CRESCENT COVE ADVISORS, LP, formally registered with the SEC as CRESCENT COVE ADVISORS, LP. The firm was established in 06/03/2021. They have over 1 offices throughout the country.

CRESCENT COVE ADVISORS, LP is a San Francisco, California based Financial Planning firm with nearly $451,689,215 assets under management, offering retirement planning & investment advisory services to 17 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#288111
SEC#801-121385
Assets Managed by Firm$451,689,215
No. of Clients17
No. of Advisors9

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total17$451,689,215

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