CRESCENT CAPITAL GROUP LP

Adviser information for CRESCENT CAPITAL GROUP LP last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Partnership
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 229
Investment Advisory/Research 114
Registered Broker-Dealer Representatives 12
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 152 $42.2B
Non-Discretionary 1 $380.0M
Total 153 $42.6B

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 112 $34.6B
Pension and profit sharing plans <5 $853.4M
Charitable organizations <5 $173.8M
State or municipal gov entities 6 $2.4B
Other investment advisers <5 $53.3M
Insurance companies 22 $3.3B
Sovereign wealth funds and foreign official institutions <5 $1.1B
Corporations or other businesses <5 $118.7M
Other 0 $0
Type Number
No. of Non-RAUM Clients 153
No. of Non-U.S. Clients 42

Services

Advisory Services Portfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients
Compensation % of AUMPerformance-based fees
Other Business Activities Commodity pool operator or commodity trading advisor

Identifiers

SEC RIA File Number 801-71747
SEC ERA File Number 801-71747
SEC CIK Numbers None
SEC CRD Numbers 153966
Legal Entity Identifier None

Principal Office

11100 SANTA MONICA BLVD.
SUITE 2000
LOS ANGELES
CA
United States
Monday - Friday, 7:30 AM TO 5:00 PM
Tel: 310-235-5900, Fax: None

Chief Compliance Officer

ANDREW LEVINE
CHIEF COMPLIANCE OFFICER
299 PARK AVENUE
33RD FLOOR
NEW YORK
NY
United States
Tel: (212) 364-0200
(Full email address available in API data)

Regulatory Contact

GEORGE P. HAWLEY
GENERAL COUNSEL
11100 SANTA MONICA BLVD.
SUITE 2000
LOS ANGELES
CA
United States
Tel: 310-235-5900
(Full email address available in API data)

Industry Affiliates

ADVISORS ASSET MANAGEMENT, INC. Broker-dealer, municipal securities dealer, or gov securities broker or dealerOther investment adviser, including financial planners
BENTALLGREENOAK (CANADA) LIMITED PARTNERSHIP Sponsor or syndicator of limited partnerships
BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP Other investment adviser, including financial plannersReal estate broker or dealerSponsor or syndicator of limited partnerships
BENTALLGREENOAK REAL ESTATE US LLC Broker-dealer, municipal securities dealer, or gov securities broker or dealer
BENTALLGREENOAK STRATEGIC CAPITAL PARTNERS Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor
BGO US REAL ESTATE LP Other investment adviser, including financial planners
CDL FUND II GP, LLC Sponsor, GP, manager of pooled investment vehicles
CDL FUND III GP, LLC Sponsor, GP, manager of pooled investment vehicles
CPCP GENERAL PARTNER LLC Sponsor, GP, manager of pooled investment vehicles
CRESCENT CAP ADVISORS, LLC Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor
CRESCENT CAP NT ADVISORS, LLC Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor
CRESCENT CAPITAL GROUP HIGH INCOME B LLC Sponsor, GP, manager of pooled investment vehicles
CRESCENT CAPITAL GROUP HIGH INCOME LLC Sponsor, GP, manager of pooled investment vehicles
CRESCENT CREDIT OPPORTUNITIES GP, S.� R.L. Sponsor, GP, manager of pooled investment vehicles
CRESCENT CREDIT OPPORTUNITIES, LLC Sponsor, GP, manager of pooled investment vehicles
CRESCENT CREDIT SOLUTIONS VIII, LLC Sponsor, GP, manager of pooled investment vehicles
CRESCENT DIRECT LENDING LEVERED, LLC Sponsor, GP, manager of pooled investment vehicles
CRESCENT DIRECT LENDING SBIC, LLC Sponsor, GP, manager of pooled investment vehicles
CRESCENT DIRECT LENDING, LLC Sponsor, GP, manager of pooled investment vehicles
CRESCENT EUROPEAN SPECIALTY LENDING II LLC Sponsor, GP, manager of pooled investment vehicles
CRESCENT EUROPEAN SPECIALTY LENDING III LLC Sponsor, GP, manager of pooled investment vehicles
CRESCENT EUROPEAN SPECIALTY LENDING, LLC Sponsor, GP, manager of pooled investment vehicles
CRESCENT MEZZANINE VI, LLC Sponsor, GP, manager of pooled investment vehicles
CRESCENT MEZZANINE VII, LLC Sponsor, GP, manager of pooled investment vehicles
CRESCENT SENIOR SECURED LOAN MANAGEMENT LLC Sponsor, GP, manager of pooled investment vehicles
CRESCENT SPECIAL SITUATIONS LP Sponsor, GP, manager of pooled investment vehicles
CRESCENT SYNDICATED CREDIT SOLUTIONS LLC. Sponsor, GP, manager of pooled investment vehicles
INFRARED CAPITAL PARTNERS (US) LLC Other investment adviser, including financial planners
INFRARED CAPITAL PARTNERS LIMITED Other investment adviser, including financial planners
MFS FUND DISTRIBUTORS, INC. Broker-dealer, municipal securities dealer, or gov securities broker or dealer
MFS INSTITUTIONAL ADVISORS INC. Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
MFS INVESTMENT MANAGEMENT Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor
SLC MANAGEMENT Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
SLGI ASSET MANAGEMENT INC. Broker-dealer, municipal securities dealer, or gov securities broker or dealerOther investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
SUN LIFE GLOBAL INVESTMENTS (CANADA) INC. Broker-dealer, municipal securities dealer, or gov securities broker or dealerOther investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
SUN LIFE INSTITUTIONAL DISTRIBUTORS (U.S.) LLC Broker-dealer, municipal securities dealer, or gov securities broker or dealer
TCW/CRESCENT MEZZANINE V, LLC Sponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
ATLAS SENIOR LOAN FUND III , LTD Securitized Asset Fund $92.0M $0.1M 33
ATLAS SENIOR LOAN FUND IX, LTD. Securitized Asset Fund $74.5M $0.3M 38
ATLAS SENIOR LOAN FUND VII, LTD Securitized Asset Fund $361.6M $0.3M 14
ATLAS SENIOR LOAN FUND VIII, LTD. Securitized Asset Fund $240.5M $0.3M 30
ATLAS SENIOR LOAN FUND X, LTD. Securitized Asset Fund $411.1M $0.3M 39
ATLAS SENIOR LOAN FUND XI, LTD. Securitized Asset Fund $439.5M $0.3M 42
ATLAS SENIOR LOAN FUND XII, LTD. Securitized Asset Fund $460.4M $0.3M 21
ATLAS SENIOR LOAN FUND XIII, LTD. Securitized Asset Fund $425.2M $0.3M 45
ATLAS SENIOR LOAN FUND XIV, LTD. Securitized Asset Fund $370.1M $0.3M 33
ATLAS SENIOR LOAN FUND XV, LTD. Securitized Asset Fund $378.0M $0.3M 23
ATLAS SENIOR LOAN FUND XVI, LTD. Securitized Asset Fund $482.4M $0.3M 28
ATLAS SENIOR LOAN FUND XVII, LTD. Securitized Asset Fund $380.6M $0.3M 32
ATLAS SENIOR LOAN FUND XVIII, LTD. Securitized Asset Fund $382.9M $0.3M 46
ATLAS SENIOR LOAN FUND XX, LTD Securitized Asset Fund $386.0M $0.1M 22
ATLAS SENIOR LOAN FUND XXI LTD Securitized Asset Fund $353.8M $0.2M 14
ATLAS SENIOR LOAN FUND XXII LTD Securitized Asset Fund $344.0M $0.2M 17
ATLAS STATIC SENIOR LOAN FUND I, LTD Securitized Asset Fund $338.4M $0.1M 25
CRESCENT CAPITAL HIGH INCOME FUND B, L.P. PRIVATE EQUITY WITH REDEMPTION RIGHTS $584.6M $2.0M 35
CRESCENT CAPITAL HIGH INCOME FUND, L.P. PRIVATE EQUITY WITH REDEMPTION RIGHTS $107.3M $2.0M 17
CRESCENT CAPITAL TRUST II (LEVERED) COLLECTIVE INVESTMENT TRUST $748.2M $2.0M 31
CRESCENT CAPITAL TRUST II (UNLEVERED) COLLECTIVE INVESTMENT TRUST $148.7M $2.0M 18
CRESCENT CREDIT OPPORTUNITIES FUND (CAYMAN), L.P. Hedge Fund $12.0M $10.0M 4
CRESCENT CREDIT OPPORTUNITIES FUND, L.P. Hedge Fund $113.8M $10.0M 26
CRESCENT CREDIT SOLUTIONS VIII A-2, LP Private Equity Fund $1,213.4M $10.0M 37
CRESCENT CREDIT SOLUTIONS VIII, LP Private Equity Fund $1,250.3M $10.0M 20
CRESCENT CREDIT SOLUTIONS VIIIB NOTE FEEDER, LLC Private Equity Fund $78.3M $10.0M 4
CRESCENT DIRECT LENDING FUND II (CAYMAN), LP Private Equity Fund $293.4M $2.0M 12
CRESCENT DIRECT LENDING FUND II (DELAWARE), LP Private Equity Fund $398.1M $2.0M 32
CRESCENT DIRECT LENDING FUND III (CAYMAN) LP Private Equity Fund $52.0M $2.0M 7
CRESCENT DIRECT LENDING FUND III (DELAWARE), LP Private Equity Fund $208.2M $2.0M 4
CRESCENT DIRECT LENDING FUND III NOTE FEEDER, LP Private Equity Fund $764.2M $2.0M 17
CRESCENT DIRECT LENDING FUND, L.P. Private Equity Fund $37.8M $2.0M 27
CRESCENT DIRECT LENDING LEVERED FUND (CAYMAN), LP Private Equity Fund $24.5M $5.0M 9
CRESCENT DIRECT LENDING LEVERED FUND (DELAWARE), LP Private Equity Fund $43.0M $5.0M 25
CRESCENT DIRECT LENDING LEVERED FUND II (CAYMAN), LP Private Equity Fund $262.4M $2.0M 17
CRESCENT DIRECT LENDING LEVERED FUND II (DELAWARE), LP Private Equity Fund $472.2M $2.0M 55
CRESCENT DIRECT LENDING LEVERED FUND III (CAYMAN), LP Private Equity Fund $238.5M $2.0M 18
CRESCENT DIRECT LENDING LEVERED FUND III (DELAWARE), LP Private Equity Fund $191.4M $2.0M 45
CRESCENT DIRECT LENDING LEVERED FUND III NOTE FEEDER, LP Private Equity Fund $161.2M $2.0M 10
CRESCENT DIRECT LENDING SBIC FUND, L.P. Private Equity Fund $58.4M $1.0M 13
CRESCENT EUROPEAN SPECIALTY FUND FOR ERISA PLANS, LP OTHER PRIVATE FUND $17.4M $10.0M 3
CRESCENT EUROPEAN SPECIALTY LENDING FUND (CAYMAN-LEVERED) LP OTHER PRIVATE FUND $27.0M $10.0M 7
CRESCENT EUROPEAN SPECIALTY LENDING FUND (CAYMAN) LP OTHER PRIVATE FUND $40.9M $10.0M 12
CRESCENT EUROPEAN SPECIALTY LENDING FUND (LEVERED) LP OTHER PRIVATE FUND $24.3M $10.0M 23
CRESCENT EUROPEAN SPECIALTY LENDING FUND II (CAYMAN-LEVERED) LP OTHER PRIVATE FUND $416.4M $2.0M 14
CRESCENT EUROPEAN SPECIALTY LENDING FUND II (CAYMAN) LP OTHER PRIVATE FUND $48.9M $2.0M 3
CRESCENT EUROPEAN SPECIALTY LENDING FUND II (DELAWARE) LP OTHER PRIVATE FUND $86.1M $2.0M 2
CRESCENT EUROPEAN SPECIALTY LENDING FUND II (LEVERED) LP OTHER PRIVATE FUND $96.8M $2.0M 24
CRESCENT EUROPEAN SPECIALTY LENDING FUND III (CAYMAN - LEVERED) LP OTHER PRIVATE FUND $84.8M $2.0M 14
CRESCENT EUROPEAN SPECIALTY LENDING FUND III (DELAWARE) LP OTHER PRIVATE FUND $114.2M $2.0M 3
CRESCENT MEZZANINE PARTNERS VI, L.P. Private Equity Fund $319.3M $5.0M 82
CRESCENT MEZZANINE PARTNERS VIB, L.P. Private Equity Fund $142.5M $5.0M 53
CRESCENT MEZZANINE PARTNERS VIC, L.P. Private Equity Fund $271.9M $5.0M 35
CRESCENT MEZZANINE PARTNERS VII (LTL), L.P. Private Equity Fund $303.9M $5.0M 11
CRESCENT MEZZANINE PARTNERS VII, L.P. Private Equity Fund $933.7M $5.0M 48
CRESCENT MEZZANINE PARTNERS VIIB, L.P. Private Equity Fund $784.2M $5.0M 58
CRESCENT MEZZANINE PARTNERS VIIC (LTL), L.P. Private Equity Fund $541.2M $5.0M 4
CRESCENT MEZZANINE PARTNERS VIIC, L.P. Private Equity Fund $3,641.8M $5.0M 85
CRESCENT PRIVATE CREDIT PARTNERS LEVERED UNITRANCHE FUND (DELAWARE) LP Private Equity Fund $25.1M $2.0M 3
CRESCENT PRIVATE CREDIT PARTNERS LEVERED UNITRANCHE FUND (IRELAND) LP Private Equity Fund $30.0M $5.0M 2
CRESCENT PRIVATE CREDIT PARTNERS LEVERED UNITRANCHE NOTE FEEDER LP Private Equity Fund $77.7M $5.0M 4
CRESCENT PRIVATE CREDIT PARTNERS UNITRANCHE FUND (DELAWARE) LP Private Equity Fund $83.0M $2.0M 4
CRESCENT PRIVATE CREDIT PARTNERS UNITRANCHE FUND TE (CAYMAN) LP Private Equity Fund $29.6M $2.0M 4
CRESCENT PRIVATE CREDIT PARTNERS UNITRANCHE NOTE FEEDER LP Private Equity Fund $53.4M $2.0M 4
CRESCENT SENIOR SECURED FLOATING RATE LOAN FUND, LLC PRIVATE EQUITY FUND WITH REDEMPTION RIGHTS $358.8M $1.0M 7
CRESCENT SPECIAL SITUATIONS FUND (INVESTOR GROUP), L.P. Private Equity Fund $31.4M $0.3M 16
CRESCENT SYNDICATED CREDIT SOLUTIONS, LP PRIVATE EQUITY WITH REDEMPTION RIGHTS $116.4M $2.0M 9
FALCON 2019-1, LLC Securitized Asset Fund $470.6M $0.3M 1

Control Persons

Name Type Entity Title Since Ownership
CHAPUS, JEAN-MARC Individual MANAGING PARTNER 05/2010 < 5%
ATTANASIO, MARK, LOUIS Individual MANAGING PARTNER 05/2010 < 5%
CRESCENT CAPITAL GP LLC Domestic Entity GENERAL PARTNER 05/2010 < 5%
CHAPUS, JEAN-MARC Individual CRESCENT CAPITAL GROUP HOLDINGS LP OWNER 12/2011 25-50%
ATTANASIO, MARK, LOUIS Individual CRESCENT CAPITAL GP, LLC OWNER 05/2010 50-75%
CRESCENT CAPITAL GROUP HOLDINGS LP Domestic Entity LIMITED PARTNER 12/2011 25-50%
CHAPUS, JEAN-MARC Individual CRESCENT CAPITAL GP, LLC OWNER 05/2010 50-75%
ATTANASIO, MARK, LOUIS Individual CRESCENT CAPITAL GROUP HOLDINGS LP OWNER 12/2011 25-50%
VIOLA, JOSEPH, THOMAS Individual CHIEF OPERATING OFFICER 01/2014 < 5%
LOMBARD, GERHARD, PIETER Individual CHIEF FINANCIAL OFFICER 08/2016 < 5%
CRESCENT CAPITAL GP, LLC Domestic Entity CRESCENT CAPITAL GROUP HOLDINGS LP GENERAL PARTNER 05/2010
SUN LIFE (U.S.) HOLDCO 2020 INC. Foreign Entity LIMITED PARTNER 01/2021 50-75%
SUN LIFE (U.S.) HOLDCO 2020 INC. Domestic Entity CRESCENT CAPITAL GP LLC OWNER 01/2021 50-75%
SUN LIFE ASSURANCE COMPANY OF CANADA - U.S. OPERATIONS HOLDINGS, INC. Domestic Entity SUN LIFE (U.S.) HOLDCO 2020 INC. OWNER 01/2021 > 75%
SUN LIFE 2007-1 FINANCING CORP. Foreign Entity SUN LIFE ASSURANCE COMPANY OF CANADA - U.S. OPERATIONS HOLDINGS, INC. OWNER 11/2016 > 75%
SUN LIFE GLOBAL INVESTMENTS INC. Foreign Entity SUN LIFE 2007-1 FINANCING CORP. OWNER 12/2004 > 75%
SUN LIFE FINANCIAL INC. Foreign Entity SUN LIFE GLOBAL INVESTMENTS INC. OWNER 12/2004 > 75%
LEVINE, ANDREW, STEPHEN Individual CHIEF COMPLIANCE OFFICER 01/2021 < 5%

No. Employees, Historic

30015002019202020212022202320242025169 on 8/5/2019169 on 10/30/2019169 on 10/30/2019169 on 10/30/2019169 on 2/27/2020181 on 3/27/2020181 on 5/20/2020181 on 2/8/2021181 on 2/9/2021181 on 2/10/2021181 on 2/12/2021184 on 3/31/2021184 on 5/5/2021184 on 5/27/2021184 on 8/16/2021184 on 11/2/2021201 on 3/30/2022201 on 12/21/2022212 on 3/30/2023212 on 5/18/2023212 on 12/12/2023212 on 2/28/2024212 on 3/1/2024229 on 3/27/2024

RAUM, Historic

50B25B0201920202021202220232024202524678042623 on 8/5/201924678042623 on 10/30/201924678042623 on 10/30/201924678042623 on 10/30/201924678042623 on 2/27/202028710482774 on 3/27/202028710482774 on 5/20/202028710482774 on 2/8/202128710482774 on 2/9/202128710482774 on 2/10/202128710482774 on 2/12/202130938865202 on 3/31/202130938865202 on 5/5/202130938865202 on 5/27/202130938865202 on 8/16/202130938865202 on 11/2/202139726667836 on 3/30/202239726667836 on 12/21/202243217956905 on 3/30/202343217956905 on 5/18/202343217956905 on 12/12/202343217956905 on 2/28/202443217956905 on 3/1/202442557268774 on 3/27/2024

No. Clients, Historic

20010002019202020212022202320242025114 on 8/5/2019114 on 10/30/2019114 on 10/30/2019114 on 10/30/2019114 on 2/27/2020126 on 3/27/2020126 on 5/20/2020125 on 2/8/2021125 on 2/9/2021125 on 2/10/2021125 on 2/12/2021121 on 3/31/2021121 on 5/5/2021121 on 5/27/2021121 on 8/16/2021121 on 11/2/2021138 on 3/30/2022138 on 12/21/2022151 on 3/30/2023151 on 5/18/2023151 on 12/12/2023151 on 2/28/2024151 on 3/1/2024153 on 3/27/2024