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Crescent Hill Partners LLC
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CRD # | 166276 |
SEC # | 801-77562 |
CIK # | |
AUM | $292.2 MM (2024-01-17) |
Employees | 1 (100% Investors, 0% Brokers) |
Phone | 866-744-3705 |
Address | 40 Long Alley Saratoga Springs, NY 12866 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 182 | 40.2 |
(b) Individuals (high net worth individuals) | 28 | 241.4 |
(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 | 1 | 10.6 |
(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 | 459 | 292.2 |
By Discretionary | ||
Discretionary | 277 | 103.5 |
Non-Discretionary | 182 | 188.7 |
Total | 459 | 292.2 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 292.2 | |
Total | 459 | 292.2 |
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Richard W Paul & Associates LLC
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MI | 0.3 |
Wealthharbor Capital Group LLC
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LA | 0.3 |
Causey Wealth LLC
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CO | 0.3 |
Note Advisors LLC
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NY | 0.3 |
Wayfinding Financial LLC
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WA | 0.3 |
Spectrum Financial Inc
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VA | 0.3 |
Wealth Management Consultants Colorado LLC
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|
TX | 0.3 |
Cadence Wealth Management LLC
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|
MA | 0.3 |
FSA Advisors Inc
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MI | 0.3 |
Stonebridge Capital Management Inc
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CA | 0.3 |