CRESCENT COVE ADVISORS, LP

RIASEC RegisteredEst. 2021
Total AUM
$1.1B
Discretionary
$1.1B
100% of AUM
Avg account
$46.4M
Accounts
24
Employees
11
Advisory reps
2

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
288111
Registered since
June 3, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Crescent Cove Advisors, LP is organized as a limited partnership and operates as a private equity fund manager focused on pooled investment vehicles for institutional clients. The firm is SEC-registered (since 2021) and positions itself to run private funds rather than act as a broad capital allocator or pension consultant. Its advisory activity centers on portfolio management for pooled vehicles and it acts as sponsor or managing member of pooled investment vehicles. The firm charges a combination of asset-based fees and performance-based fees, reflecting a typical private fund fee model that aligns manager compensation with fund performance. Crescent Cove Advisors does not report an active ESG investing program and is not designated as a multi-state adviser.

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

1 of 1
  • JUN HONG HENG

    Chief Investment OfficerCRD 5015552

Contacts

1 of 1
  • Todd Lee

    General CounselCRD 7892984

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
1700 Montgomery St
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth