Crescent Cove Advisors, Lp
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Overview
Crescent Cove Advisors, Lp is a financial advisory company located in San Francisco, California. The firm controls $275.3 million in assets across 15 client accounts, placing it in the mid-tier of financial advisory firms in the country by assets under management (AUM). Crescent Cove Advisors, Lp has a small group, including 3 financial advisors. Crescent Cove Advisors, Lp does not act as a registered broker-dealer, signifying that the company is not able to buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer company to do so. Securities are defined as exchangable financial investments such as bonds, stocks and options.
Crescent Cove Advisors, Lp oversees all of its client assets on a discretionary basis. Discretionary management means that a portfolio manager makes transaction choices without needing the customer's permission. The investment advisory firm administers about $18.4 million for every account. The average financial advisor at Crescent Cove Advisors, Lp oversees about five client accounts, placing it among the most individualized firms in the country.
Crescent Cove Advisors, Lp's main office is at 1700 Montgomery Street, San Francisco, California 94111. The company is legally registered to provide services to investors in the state of California.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Crescent Cove Advisors, Lp by the Numbers
$275.3 million
8
15
$18.4 million
Fee Structure
Fees charged by financial advisors typically are based on which services are provided. However, fees charged by the company most likely include the following fee types: asset-based or performance-based. The company does not provide a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Crescent Cove Advisors, Lp works with pooled investment vehicles. Out of its 15 accounts, Crescent Cove Advisors, Lp's biggest client is pooled investment vehicles. About 40% of the company's clients reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Crescent Cove Advisors, Lp does not have any disclosures.
Please visit its Form ADV for more details.
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