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 investment adviser structured as a limited liability company that provides portfolio management services primarily to institutional clients. The firm is set up to operate as a commodity pool operator/commodity trading advisor (CPO/CTA) and also acts as portfolio manager for investment companies, which suggests active management across pooled and registered vehicles. Its business footprint includes affiliations across broker-dealer activity, other investment adviser functions, real estate brokerage, and sponsorship or GP roles in pooled investment vehicles, indicating a hybrid operating model that combines advisory mandates with fund sponsorship and deal-sourcing capability. Fee arrangements use a mix of asset-based fees and performance-based compensation, consistent with strategies that may include both traditional discretionary mandates and incentive-driven fund structures. Crescent Cap Nt Advisors does not identify as an active ESG investor, is not a multi-state adviser for registration purposes, and does not act as a pension consultant. The firm’s ownership is recorded as a domestic entity and individual structure, and it is classified as unclassified for other regulatory categories.

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
  • KIRILL BOUEK

    Chief Financial OfficerCRD 5615247

  • ERIK BARRIOS

    Chief Compliance OfficerCRD 5658253

Contacts

3 of 3
  • ERIC HALL

    Managing DirectorCRD 4997882

  • RAYMOND BARRIOS

    PresidentCRD 3087784

  • 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