Crescent Real Estate LLC

RIASEC Registered

Total AUM

$5.1B

Discretionary

$3.9B

76% of AUM

Avg account

$119M

Accounts

Employees

113

Advisory reps

Firm details

Headquarters: Fort Worth, Texas
CRD number: 158397
Registered since: March 16, 2012
Website: www.crescent.com
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types: Pooled Investment Vehicles100%
Services: Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Crescent Real Estate LLC is a limited liability company that operates primarily as a sponsor and manager of pooled real estate investment vehicles. SEC-registered in 2012, the firm serves an institutional client base and performs multiple roles across its vehicles—acting as an adviser, general partner/managing member, and engaging in related broker and commodity-futures activities (CPO/CTA). Its advisory activity centers on portfolio management for pooled investment vehicles rather than providing widespread retail advisory services. The firm’s ownership is structured with domestic-entity and individual owners. Its fee architecture is mixed: percentage-of-assets, fixed fees, and performance-based fees are all part of its compensation model, along with other fee arrangements. Crescent Real Estate LLC is not identified as an active ESG investor, is not a multistate adviser, and is not described as a capital allocator in the traditional sense.