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 an SEC-registered institutional RIA formed as a limited liability company and registered in 2023. The firm focuses on serving institutional clients and is structured to provide portfolio management for investment companies. Its reported fee model combines a percentage-of-assets arrangement with performance-based fees, which is consistent with managers that run incentive-aligned pooled strategies. The firm’s reported business activities extend beyond traditional advisory work: it is registered as, or affiliated with, CPO/CTA activities and lists relationships that include broker-dealer, other investment adviser, real estate broker, and sponsorship roles for limited partnerships and pooled investment vehicles. Crescent Cap Nt Advisors is not identified as a capital allocator, is not an active ESG investor, and does not operate as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

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
  • Kirill Bouek

    Chief Financial OfficerCRD 5615247

  • Erik Barrios

    Erik Barrios

    Chief Compliance OfficerCRD 5658253

Contacts

3 of 3
  • Eric Hall

    Managing DirectorCRD 4997882

  • Raymond Barrios

    PresidentCRD 3087784

  • George Hawley

    George Hawley

    General CounselCRD 6159719

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