CRESCENT REAL ESTATE LLC

RIASEC RegisteredEst. 2012
Total AUM
$5.1B
Discretionary
$3.9B
76% of AUM
Avg account
$119M
Accounts
43
Employees
113
Advisory reps
4

Firm details

Headquarters
FORT WORTH, Texas
CRD number
158397
Registered since
March 16, 2012
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 an SEC‑registered, LLC‑structured investment manager focused on pooled real estate vehicles. Founded in 2012, the firm serves primarily institutional clients and functions as sponsor/GP and managing member of its funds. Its business activities extend beyond asset management to include roles as a commodity pool operator/commodity trading advisor and as a real estate broker. Crescent offers portfolio management for pooled investment vehicles and employs a mix of fee arrangements—percentage of AUM, fixed fees, performance‑based fees and other fee structures. The firm does not identify as an active ESG investor and is not designated as a multi‑state adviser.

Assets & Accounts

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

Owners & executives

2 of 2
  • Andrew Lombardi

    Chief Financial OfficerCRD 6931944

  • CONRAD SUSZYNSKI

    Co-CEOCRD 1080567

Contacts

2 of 2
  • JOHN GOFF

    ChairmanCRD 6020434

  • CHRISTOPHER GOFF

    Senior Managing DirectorCRD 5804655

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

FORT WORTH, TX

TARRANT

Location

FORT WORTH, TX

Headquartered in FORT WORTH, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
TARRANT
Address
3230 Camp Bowie Blvd
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth