Crescent Park Management, L.P.

RIASEC Registered
Total AUM
$53.8M
Discretionary
$53.8M
100% of AUM
Avg account
$3.8M
Accounts
14
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
172326
Registered since
September 19, 2014
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Crescent Park Management, L.P. is a small SEC-registered limited partnership (registered in 2014) that provides discretionary portfolio management primarily to individual and family clients and to a smaller institutional constituency. The firm charges both a percentage-of-AUM fee and performance-based fees, and it identifies itself as an active ESG investor. It also serves as sponsor, general partner and managing member for pooled investment vehicles, indicating it operates proprietary private funds in addition to running client accounts. Advisory activities emphasize portfolio management for individuals and small businesses.

Assets & Accounts

Public Holdings

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

Contacts

1 of 1
  • Eli Cohen

    FounderCRD 6385601

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth