Crescent Investment Advisors LLC
- Assets, Funds, Holdings
| Crescent Investment Advisors LLC
|
| CRD # | 269888 |
| SEC # | 802-107889 |
| CIK # | |
| AUM |
|
| Employees |
|
| Phone | 504-378-3470 |
| Address | 201 St Charles Avenue
New Orleans, LA 70170-4205 |
| Source |
[IAPD]
|
|
Total AUM ($)
|
|
|
| Type |
Form D Funds |
Date |
Sold |
AUM |
| RE |
Cozif Textile Apartments LLC |
[2022-03-16]
|
11.9 M |
11.9 M |
|
Offered $11,857,341 · Filed 2025-12-10 (D/A) · Exemption 506(c) · Minimum $11,857,341 · Duration One year or less · Revenue Decline to Disclose
|
| RE |
Crescent Opportunity Zone Investment Fund LLC---Series I |
[2019-03-29]
|
5.9 M |
5.9 M |
|
Offered $5,940,940 · Filed 2026-01-08 (D/A) · Exemption 506(c) · Minimum $5,940,940 · Duration One year or less · Revenue Decline to Disclose
|
| RE |
Crescent Opportunity Zone Investment Fund LLC---Series II |
[2019-03-29]
|
10.1 M |
10.1 M |
|
Offered $10,059,060 · Filed 2026-01-08 (D/A) · Exemption 506(c) · Minimum $10,059,060 · Duration One year or less · Revenue Decline to Disclose
|
| Other |
Crescent Scnola EB-5 Investment Fund LLC |
[2016-05-19]
|
13.0 M |
13.0 M |
|
Offered $13,000,000 · Filed 2025-12-10 (D/A) · Exemption 506(c) · Minimum $500,000 · Duration One year or less · Finder's Fee $2,925,000 · Revenue Decline to Disclose
|
| AUM Breakdown |
Accounts |
AUM ($) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
0
|
0.0 |
| (b) Individuals (high net worth individuals) |
0
|
0.0 |
| (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 |
0 |
0.0 |
| (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 |
0 |
0.0 |
| By Discretionary |
| Discretionary |
0 |
0.0 |
| Non-Discretionary |
0 |
0.0 |
| Total |
0 |
0.0 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
0.0 |
| Total |
0 |
0.0 |
| Firm Profile (Form ADV) |
| Fund Types | Real Estate |
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