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| Happy Holidays!! thanks for using AUM13F!! |
| Crescent Sterling Ltd
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| CRD # | 106633 |
| SEC # | 801-41821 |
| CIK # | 0001962005 |
| AUM | $214.1 M (2025-03-28) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 504-885-1135 |
| Address | 4415 Shores Drive Metairie, LA 70006-6804 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 5.5 | ||
| J P Morgan Chase & Co | 4.5 | ||
| Apple Inc | 4.0 | ||
| Johnson & Johnson | 3.4 | ||
| Chevron Corp | 3.1 | ||
| Cisco Systems Inc | 3.0 | ||
| Procter & Gamble Co | 2.9 | ||
| Home Depot Inc | 2.9 | ||
| AbbVie Inc | 2.9 | ||
| Amgen Inc | 2.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 135 | 42.3 |
| (b) Individuals (high net worth individuals) | 57 | 145.8 |
| (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 | 2 | 25.6 |
| (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 | 1 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 461 | 214.1 |
| By Discretionary | ||
| Discretionary | 459 | 188.7 |
| Non-Discretionary | 2 | 25.4 |
| Total | 461 | 214.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 214.1 | |
| Total | 461 | 214.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001962005] |
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IL | 0.2 |
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UT | 0.2 |