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| Happy Holidays!! thanks for using AUM13F!! |
| Crescent Hill Partners LLC
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| CRD # | 166276 |
| SEC # | 801-77562 |
| CIK # | |
| AUM | $333.7 M (2025-01-15) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 866-744-3705 |
| Address | 40 Long Alley Saratoga Springs, NY 12866 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 165 | 34.3 |
| (b) Individuals (high net worth individuals) | 28 | 284.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 15.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 447 | 333.7 |
| By Discretionary | ||
| Discretionary | 262 | 107.0 |
| Non-Discretionary | 185 | 226.7 |
| Total | 447 | 333.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 333.7 | |
| Total | 447 | 333.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Investment Planning Advisors
✚
|
GA | 0.3 |
|
Income Focus Portfolio Management LLC
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|
WY | 0.3 |
|
Meredith Wealth Planning LLC
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IL | 0.3 |
|
Atlas Asset Management LLC
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|
PR | 0.3 |
|
Birch Run Investments LLC
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|
PA | 0.3 |
|
Compass Financial Services Inc
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|
IA | 0.3 |
|
Carnegie Wealth Management LLC
✚
|
PA | 0.3 |
|
Excel Financial LLC
✚
|
MN | 0.3 |
|
Destiny Capital Corporation
✚
|
CO | 0.3 |
|
My Legacy Advisors LLC
✚
|
OR | 0.3 |