Crescent Cap Advisors, LLC

RIASEC RegisteredEst. 2015
Total AUM
$1.8B
Discretionary
$1.8B
100% of AUM
Avg account
$1.8B
Accounts
1
Advisory reps
4

Firm details

Headquarters
Los Angeles, California
CRD number
175430
Registered since
March 23, 2015
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Business Development Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Crescent Cap Advisors, LLC is an SEC-registered institutional RIA organized as an LLC and operating since 2015. The firm serves institutional clients and is engaged in portfolio management for investment companies. Its business footprint includes activities as a CPO/CTA and affiliations that span broker-dealer roles, other investment adviser functions, real estate brokerage, and sponsorship or management of pooled investment vehicles and limited partnerships. The firm charges fees based on a percentage of assets under management and may also collect performance-based compensation. Crescent Cap does not identify as an active ESG investor and is not designated as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Gerhard Lombard

    Gerhard Lombard

    Chief Financial OfficerCRD 5417328

  • Erik Barrios

    Erik Barrios

    Chief Compliance OfficerCRD 5658253

  • Jason Breaux

    Jason Breaux

    Chief Executive OfficerCRD 4026556

Contacts

1 of 1
  • George Hawley

    George Hawley

    General CounselCRD 6159719

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Los Angeles, CA

Los Angeles

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
11100 Santa Monica Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth