CRESCENT ROCK CAPITAL MANAGEMENT, LP

Exempt Reporting AdvisorFINRA MemberEst. 2018
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SUMMIT, New Jersey
CRD number
299265
Registered since
November 20, 2018

Firm profile

FINTRX

Overview

Crescent Rock Capital Management, LP is organized as a limited partnership and has been SEC-registered since 2018. The firm operates primarily through pooled investment vehicles, serving as an adviser, sponsor and general partner, and acting as the managing member of its funds. It is not classified as a capital allocator, does not identify as an active ESG investor, and is not registered as a multistate adviser or pension consultant.

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

3 of 3
  • MICHAEL MARONE

    Co-Founder and Co-Chief Investment OfficerCRD 2502618

  • Scott Mosberg

    Partner, COO/CCOCRD 7032995

  • Boris Vuchic

    Co-Founder and Chief Investment OfficerCRD 7032396

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SUMMIT, NJ

UNION

Location

SUMMIT, NJ

Headquartered in SUMMIT, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
UNION
Address
426 Springfield Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth