Crescent Cove Advisors, LP

RIASEC RegisteredEst. 2021
Total AUM
$1.1B
Discretionary
$1.1B
100% of AUM
Avg account
$46.4M
Accounts
24
Employees
11
Advisory reps
2

Firm details

Headquarters
San Francisco, California
CRD number
288111
Registered since
June 3, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Crescent Cove Advisors, LP is organized as a limited partnership and is registered with the SEC (registration year 2021). The firm functions primarily as a private equity fund manager serving institutional clients. Its principal advisory work is portfolio management for pooled investment vehicles, and the firm also takes on sponsor/GP roles for pooled vehicles. Compensation is a combination of a percentage-of-assets fee and performance-based fees. Crescent Cove does not identify as an active ESG investor and is not coded 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

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Jun Hong Heng

    Jun Hong Heng

    Chief Investment OfficerCRD 5015552

Contacts

1 of 1
  • Marina Sigal

    Marina Sigal

    Senior Compliance Manager, Vice PresidentCRD 7455991

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Francisco
Address
1700 Montgomery St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth