Crescent Capital Consulting LLC

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Assets, Funds, Holdings

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Crescent Capital Consulting LLC
CRD #154925
SEC #801-71795
CIK #0001676613
AUM
Employees 18 (83% Investors, 0% Brokers)
Phone504-207-8555
Address1100 Poydras Street
New Orleans, LA 70163
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
17001360102068034002008201320182024
Sector Form 13F Holdings Value ($M)
Freeport McMoran Copper & Gold Inc 20.0
Microsoft Corp 8.5
Apple Inc 7.2
Coca Cola Co 7.1
Lilly Eli & Co 5.4
 
 
 
 
 
 
Holdings by Sector ($M)
60048036024012002019202020212023
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 20 8.2
(b) Individuals (high net worth individuals) 125 576.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 4 8.2
(h) Charitable organizations 33 433.8
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 26 176.9
(n) Other 0 0.0
Total 842 1,203.1
By Discretionary
Discretionary 718 1,024.2
Non-Discretionary 124 179.0
Total 842 1,203.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1,203.1
Total 842 1,203.1
EDGAR Form CIK 2011 - 2025
13F-HR [0001676613]
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