Crescent Cap Nt Advisors, LLC

RIASEC RegisteredEst. 2023
Total AUM
$1.1B
Discretionary
$1.1B
100% of AUM
Avg account
$1.1B
Accounts
1
Advisory reps
5

Firm details

Headquarters
Los Angeles, California
CRD number
324139
Registered since
January 3, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Business Development Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Crescent Cap Nt Advisors, LLC is a Delaware (or similar) limited liability company operating as an institutional registered investment adviser. The firm is SEC-registered (2023) and serves institutional clients, providing portfolio management services for investment companies. Its fee arrangements combine a percentage-of-AUM component and performance-based fees, and regulatory/activity filings list CPO/CTA activities, indicating the firm manages or advises pooled commodity or futures strategies in addition to traditional investment-company mandates. The firm does not self-identify as an ESG investor and is not designated as a multi-state adviser in the available data. Industry affiliations disclosed include broker-dealer activity and roles tied to sponsored pooled vehicles and real estate brokerage, suggesting the firm’s business model spans advisory and sponsor/manager functions rather than acting solely as a third-party capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Erik Barrios

    Erik Barrios

    Chief Compliance OfficerCRD 5658253

  • Kirill Bouek

    Chief Financial OfficerCRD 5615247

Contacts

3 of 3
  • George Hawley

    George Hawley

    General CounselCRD 6159719

  • Raymond Barrios

    PresidentCRD 3087784

  • Eric Hall

    Managing DirectorCRD 4997882

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Los Angeles, CA

Los Angeles

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
11100 Santa Monica Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth