CRESCENT INVESTMENT ADVISORS LLC
Adviser information for CRESCENT INVESTMENT ADVISORS LLC last updated from Form ADV on March 5th, 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 | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| 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 | No |
|---|
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 | 0 | $0 |
| 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 | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-107889 |
|---|---|
| SEC ERA File Number | 802-107889 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 269888 |
| Legal Entity Identifier | None |
Principal Office
201 ST. CHARLES AVENUESUITE 4205
NEW ORLEANS
LA
United States
Monday - Friday, 9:00 AM TO 5:00 PM CST
Tel: (504) 378-3470, Fax: None
Chief Compliance Officer
RAPHAEL J. RABALAIS, JR.
MANAGING DIRECTOR
201 ST. CHARLES AVENUE
SUITE 4205
NEW ORLEANS
LA
United States
Tel:
(504) 378-3474
R***********@*****************************M
(Full email address available in API data)
Industry Affiliates
| CRESCENT SCNOLA MANAGER LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| COZIF TEXTILE APARTMENTS, LLC | Real Estate Fund | $11.9M | $11.9M | 1 |
| CRESCENT OPPORTUNITY ZONE INVESTMENT FUND, LLC---SERIES I | Real Estate Fund | $5.9M | $5.9M | 1 |
| CRESCENT OPPORTUNITY ZONE INVESTMENT FUND, LLC---SERIES II | Real Estate Fund | $10.1M | $10.1M | 1 |
| CRESCENT SCNOLA EB-5 INVESTMENT FUND, LLC | POOLED INVESTMENT VEHICLE | $13.0M | $0.5M | 26 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| FINLEY, ERIC, L. | Individual | – | MANAGING DIRECTOR | 08/2015 | 10-25% |
| GARNER, CAMERON, LANE | Individual | – | MEMBER | 08/2015 | 10-25% |
| KENTER, RYAN, BALDWIN | Individual | – | MANAGING DIRECTOR | 08/2015 | 10-25% |
| RABALAIS, RAPHAEL, JOSEPH | Individual | – | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | 08/2015 | 10-25% |
| VILLAFARRA, TROY, JOSEPH | Individual | – | MANAGING DIRECTOR | 08/2015 | 10-25% |