CRESCENT HILL PARTNERS LLC

RIASEC RegisteredEst. 2013

Total AUM

$299M

Discretionary

$115M

38% of AUM

Avg account

$784K

Accounts

381

Employees

Advisory reps

Firm details

Headquarters: SARATOGA SPRINGS, New York
CRD number: 166276
Registered since: January 29, 2013
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI83.21%
Individuals11.78%
Pension & Profit Sharing Plans5%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Crescent Hill Partners LLC is an independent registered investment adviser serving individuals, families and select institutional clients. The firm offers financial planning, portfolio management for individuals and small businesses, and pension consulting services. Crescent Hill structures fees as a mix of percentage-of-AUM and fixed fees and operates as an owner-led limited liability company that registered with the SEC in 2013. Investment activity centers on traditional public funds and mutual funds, which make up the largest portion of assets under management, while the firm also accesses third-party alternative managers for hedge funds, private placements and real estate. Crescent Hill is not positioned as a capital allocator; it relies on external managers for alternatives and uses annuities and mutual funds to round out client portfolios. The firm does not identify as an active ESG investor.