CRESCENT REAL ESTATE LLC
Adviser information for CRESCENT REAL ESTATE LLC last updated from Form ADV on March 29th, 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 Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 99 |
|---|---|
| Investment Advisory/Research | 33 |
| Registered Broker-Dealer Representatives | 0 |
| 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 | 15 | $2.2B |
| Non-Discretionary | 22 | $2.5B |
| Total | 37 | $4.7B |
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 | 37 | $4.7B |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMFixed feesPerformance-based feesPROPERTY MGMT, LEASING, ASSET MGMT, DVLPMNT, OTHER RE FEES |
| Other Business Activities | Commodity pool operator or commodity trading advisorReal estate broker, dealer, or agent |
Identifiers
| SEC RIA File Number | 801-73629 |
|---|---|
| SEC ERA File Number | 801-73629 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 158397 |
| Legal Entity Identifier | None |
Principal Office
3230 CAMP BOWIE BLVDSUITE 500
FORT WORTH
TX
United States
Monday - Friday, 8:00AM-5:00PM
Tel: 817-321-2100, Fax: 817-321-2002
Chief Compliance Officer
ANDREW LOMBARDI
CHIEF FINANCIAL OFFICER
3230 CAMP BOWIE BLVD
SUITE 500
FORT WORTH
TX
United States
Tel:
817-321-1455
Fax:
817-321-2002
A********@***********M
(Full email address available in API data)
Regulatory Contact
TIFFANY (KRASS) PAYAN
VICE PRESIDENT, FUND CONTROLLER
3230 CAMP BOWIE BLVD
SUITE 500
FORT WORTH
TX
United States
Tel:
817-321-2140
T*****@***********M
(Full email address available in API data)
Industry Affiliates
| CRESCENT UPTOWN GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| GOFF CAPITAL MANAGEMENT LLC | Sponsor, GP, manager of pooled investment vehicles |
| GOFF FOCUSED STRATEGIES LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| GPIF 2401 CS MANAGER LLC | Sponsor, GP, manager of pooled investment vehicles |
| GPIF 2811 MAPLE MANAGER LLC | Sponsor, GP, manager of pooled investment vehicles |
| GPIF 3PEAT GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| GPIF AA OFFICE VENTURE GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| GPIF ALPHARETTA HOTEL GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| GPIF BASALT HOTEL GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| GPIF BOULDER EAST MANAGER LLC | Sponsor, GP, manager of pooled investment vehicles |
| GPIF BROWN PALACE GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| GPIF CCG HOTEL GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| GPIF CD GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| GPIF COLUMBINE GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| GPIF DESTIN HOTEL GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| GPIF GP I, LLC | Sponsor, GP, manager of pooled investment vehicles |
| GPIF GP II, LLC | Sponsor, GP, manager of pooled investment vehicles |
| GPIF GP III LLC | Sponsor, GP, manager of pooled investment vehicles |
| GPIF HOTEL AT AVALON GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| GPIF HWE GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| GPIF II INVESTORS GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| GPIF III INVESTORS GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| GPIF KDEN HOTEL GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| GPIF MADISON HOTEL GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| GPIF MT BOULDER GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| GPIF NASHVILLE GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| GPIF NASHVILLE LLC | Sponsor, GP, manager of pooled investment vehicles |
| GPIF ORLANDO HOTEL GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| GPIF RIVERPOINT MANAGER LLC | Sponsor, GP, manager of pooled investment vehicles |
| GPIF SELECT I GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| RIVERPOINT ASSET HOLDINGS, LLC | Sponsor, GP, manager of pooled investment vehicles |
| SILVERSTONE FAIRFAX JV INVESTORS GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| SILVERSTONE SENIOR LIVING LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| 2811 MAPLE INVESTOR LLC | Real Estate Fund | $98.7M | $0.0M | 4 |
| CRESCENT LEGACY LLC | Real Estate Fund | $19.8M | $0.0M | 4 |
| CRESCENT UPTOWN HOTEL INVESTORS, LP | Real Estate Fund | $272.7M | $0.0M | 85 |
| CRESCENT UPTOWN HOTEL PARTNERS, LP | Real Estate Fund | $525.8M | $0.0M | 67 |
| CS AVALON INVESTORS, LP | Real Estate Fund | $36.1M | $0.0M | 191 |
| GP INVITATION FUND I LP | Real Estate Fund | $144.0M | $2.0M | 36 |
| GP INVITATION FUND II, LP | Real Estate Fund | $563.8M | $2.0M | 52 |
| GP INVITATION FUND III, LP | Real Estate Fund | $416.8M | $0.0M | 90 |
| GPIF 2401 CS INVESTORS, LP | Real Estate Fund | $2.6M | $0.0M | 3 |
| GPIF 2401 CS PARTNERS LLC | Real Estate Fund | $74.0M | $0.0M | 3 |
| GPIF 3PEAT PARTNERS, LP | Real Estate Fund | $828.8M | $0.0M | 79 |
| GPIF AA OFFICE VENTURE, LP | Real Estate Fund | $440.4M | $0.0M | 61 |
| GPIF ALPHARETTA HOTEL PARTNERS, LP | Real Estate Fund | $21.8M | $0.0M | 16 |
| GPIF BASALT HOTEL PARTNERS, LP | Real Estate Fund | $48.1M | $0.0M | 35 |
| GPIF BROWN PALACE, LP | Real Estate Fund | $131.7M | $0.0M | 24 |
| GPIF CCG HOTEL PARTNERS, LP | Real Estate Fund | $72.0M | $0.0M | 31 |
| GPIF CD PARTNERS, LP | Real Estate Fund | $270.5M | $0.0M | 46 |
| GPIF COLUMBINE PARTNERS LP | Real Estate Fund | $96.9M | $0.0M | 20 |
| GPIF DESTIN HOTEL PARTNERS, LP | Real Estate Fund | $30.9M | $0.0M | 16 |
| GPIF HOTEL AT AVALON INVESTORS, LP | Real Estate Fund | $70.8M | $0.0M | 7 |
| GPIF HOTEL AT AVALON PARTNERS, LP | Real Estate Fund | $262.9M | $0.0M | 20 |
| GPIF HWE INVESTORS LP | Real Estate Fund | $0.0M | $0.0M | 6 |
| GPIF II INVESTORS, LP | Real Estate Fund | $315.1M | $0.0M | 30 |
| GPIF III INVESTORS, LP | Real Estate Fund | $3.2M | $0.0M | 9 |
| GPIF KDEN HOTEL PARTNERS, LP | Real Estate Fund | $65.4M | $0.0M | 43 |
| GPIF MADISON HOTEL PARTNERS, LP | Real Estate Fund | $95.2M | $0.0M | 22 |
| GPIF MT BOULDER PARTNERS, LP | Real Estate Fund | $1.7M | $0.0M | 12 |
| GPIF ORLANDO HOTEL PARTNERS, LP | Real Estate Fund | $40.9M | $0.0M | 26 |
| GPIF SELECT I PARTNERS, LP | Real Estate Fund | $62.6M | $0.0M | 36 |
| NASHVILLE HOTEL VENTURES, L.P. | Real Estate Fund | $552.4M | $0.0M | 3 |
| NASHVILLE MCCC HOTELS, LLC | Real Estate Fund | $154.9M | $0.0M | 2 |
| RIVERPOINT INVESTMENTS LLC | Real Estate Fund | $22.5M | $0.0M | 2 |
| RIVERPOINT JV, LLC | Real Estate Fund | $53.3M | $0.0M | 3 |
| SILVERSTONE FAIRFAX JV INVESTORS, LP | Real Estate Fund | $4.2M | $0.0M | 3 |
| SSL INVESTMENT PARTNERS II, LP | Real Estate Fund | $42.5M | $0.0M | 2 |
| SSL INVESTMENT PARTNERS, LP | Real Estate Fund | $33.8M | $0.0M | 2 |
| UPG BOULDER EAST PORTFOLIO JV LLC | Real Estate Fund | $180.3M | $0.0M | 2 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| GOFF, JOHN, COLLINS | Individual | – | CHAIRMAN | 02/1998 | 50-75% |
| SUSZYNSKI, CONRAD, JOSEPH | Individual | – | CEO/OWNER | 11/2006 | 10-25% |
| Anderson, Jason, E | Individual | – | CEO/OWNER | 06/2016 | 10-25% |
| Lombardi, Andrew, Patrick | Individual | – | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER | 12/2017 | < 5% |
| JCG 2016 HOLDINGS, LP | Domestic Entity | – | OWNER | 06/2018 | 50-75% |
| GOFF, JOHN, COLLINS | Individual | JOHN C. GOFF 2010 FAMILY TRUST | TRUSTEE | 11/2010 | > 75% |
| JCG 2016 MANAGEMENT, LLC | Domestic Entity | JCG 2016 HOLDINGS, LP | GENERAL PARTNER | 09/2016 | |
| JOHN C. GOFF 2010 FAMILY TRUST | Domestic Entity | JCG 2016 HOLDINGS, LP | LIMITED PARTNER | 06/2017 | > 75% |