CRESCENT HILL PARTNERS LLC
Adviser information for CRESCENT HILL PARTNERS LLC last updated from Form ADV on January 17th, 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 |
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Fiscal Year End | DECEMBER |
Legal Location | New York, United States |
Employees
Total Number of Employees | 1 |
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Investment Advisory/Research | 1 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 1 |
Licensed Agents of an Insurance Company | 1 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 277 | $103.5M |
Non-Discretionary | 182 | $188.7M |
Total | 459 | $292.2M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 182 | $40.2M |
HNW Individuals | 28 | $241.4M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 1 | $10.6M |
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 |
No. of Financial Planning Clients | 26-50 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting services |
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Compensation | % of AUMFixed fees |
Identifiers
SEC RIA File Number | 801-77562 |
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SEC ERA File Number | 801-77562 |
SEC CIK Numbers | None |
SEC CRD Numbers | 166276 |
Legal Entity Identifier | None |
Principal Office
40 LONG ALLEYSARATOGA SPRINGS
NY
United States
Monday - Friday, 8:30AM - 5:00PM
Tel: 866-744-3705, Fax: 866-798-3522
Chief Compliance Officer
RAYMOND MARTIN
CCO
40 LONG ALLEY
SARATOGA SPRINGS
NY
United States
Tel:
866-744-3705
Fax:
866-798-3522
R******@***********************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
MARTIN, RAYMOND, NMN | Individual | – | CCO | 11/2012 | > 75% |