Crescent Real Estate LLC
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Learn more about Crescent Real Estate LLC
Overview
Crescent Real Estate LLC is a financial advisor company located in Fort Worth, Texas. The company oversees $4.5 billion in assets throughout 36 accounts, placing it among the largest firms in the nation by assets under management (AUM). It has an average-sized group, including 31 financial advisors. Crescent Real Estate LLC is not a registered broker-dealer, signifying that the company cannot buy and sell securities for its accounts and those of its clients and instead is required to go through a broker-dealer company to do so. Securities are exchangable fiscal investments like bonds, options and equities.
Crescent Real Estate LLC manages some of its accounts on a discretionary basis. Discretionary management signifies that buy and sell choices are made by an investment advisor without requiring client authorization. It also has 18 non-discretionary accounts with a total of $1.9 billion in AUM. The investment advisory firm oversees an average of $124.1 million for each account. The typical advisor at Crescent Real Estate LLC administers around one client account, making it one of the most individualized firms in the country.
The firm's central office is at 777 Main Street, Fort Worth, Texas 76102. The firm is permitted to serve clients throughout 2 states, including Colorado and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Crescent Real Estate LLC by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$4.5 billion
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
96
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
36
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$124.1 million
Fee Structure
Financial advisory fees largely are based on which services the firm provides the client. Fees charged by the company most likely consist of some combination of the following fee structures: asset-based, fixed, performance-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 32% of firms
Fixed
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
The company caters to pooled investment vehicles. Out of its 36 clients, Crescent Real Estate LLC's largest client by number of accounts is pooled investment vehicles. None of the firm's clients are from outside of the U.S.
- 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 Real Estate LLC does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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