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| Keyboard |
| Crescent Hill Partners LLC
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|---|---|
| CRD # | 166276 |
| SEC # | 801-77562 |
| CIK # | |
| AUM | 298.8 M (2026-01-08) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 866-744-3705 |
| Address | 40 Long Alley Saratoga Springs, NY 12866 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 152 | 35.2 |
| (b) Individuals (high net worth individuals) | 31 | 248.6 |
| (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 | 2 | 14.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 381 | 298.8 |
| By Discretionary | ||
| Discretionary | 250 | 114.7 |
| Non-Discretionary | 131 | 184.0 |
| Total | 381 | 298.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 298.8 | |
| Total | 381 | 298.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Monterey Wealth Partners LLC
✚
|
GA | 300.1 M |
|
Capital West Partners LLC
✚
|
AZ | 300.0 M |
|
Silver Oak Wealth Advisors Services LLC
✚
|
CA | 300.0 M |
|
SPWM Advisors LLC
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|
MI | 299.5 M |
|
Hamrick Investment Counsel LLC
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|
WA | 299.2 M |
|
Physician Wealth Solutions Inc
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|
298.9 M | |
|
Avid Wealth Partners LLC
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|
TX | 298.5 M |
|
Trend Trade Pro LLC
✚
|
CA | 298.3 M |
|
Marshall Investment Management LLC
✚
|
CO | 298.0 M |
|
ITS Asset Management LP
✚
|
CT | 297.8 M |