Crescent Hill Partners LLC

RIASEC RegisteredEst. 2013

Total AUM

$299M

Discretionary

$115M

38% of AUM

Avg account

$784K

Accounts

381

Employees

Advisory reps

Firm details

Headquarters: Saratoga Springs, New York
CRD number: 166276
Registered since: January 29, 2013
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI83.21%
Individuals11.78%
Pension & Profit Sharing Plans5%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Crescent Hill Partners LLC is an independent registered investment adviser organized as a limited liability company and SEC-registered since 2013. The firm is individually owned and serves a mix of high-net-worth individuals, families and institutional clients. Its advisory model combines financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements include both percentage-of-AUM billing and fixed fees. Crescent Hill does not identify as an active ESG investor, and it is not characterized as a capital allocator. Its reported advisory activities emphasize traditional wealth-management services rather than sponsorship or direct management of separate investment vehicles.