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CRESCENT REAL ESTATE LLC
CRD 158397File 801-73629
APPROVED
Custody
Filing as of Sep 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$5.11B
Top 25% of cohort (national)
Discretionary AUM
$3.88B
Non-discretionary $1.24B
Clients
43
43 accounts
Employees
113
Top 10% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Mar 16, 2012
- Principal office
- 3230 CAMP BOWIE BLVD, SUITE 500, FORT WORTH, TX, 76107
- Phone
- 817-321-2100
- Website
- HTTPS://CRESCENT.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.11B
- Discretionary AUM
- $3.88B
- Non-discretionary AUM
- $1.24B
- Discretionary accounts
- 35
- Non-discretionary accounts
- 8
- Total accounts
- 43
- AUM per client
- $118.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 43 | $5.11B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — PROPERTY MGMT, LEASING, ASSET MGMT, DVLPMNT, OTHER RE FEES
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 97 | 113 | increased by16 |
| Apr 1, 2026 | Clients | 37 | 43 | increased by6 |
| Apr 1, 2026 | AUM | $4,316,644,320 | $5,113,386,114 | increased by$796,741,794 |
| Apr 1, 2026 | Accounts | 37 | 43 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 107 | 97 | decreased by10 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 38 | 37 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $4,846,763,450 | $4,316,644,320 | decreased by$530,119,130 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 38 | 37 | decreased by1 |
| Sep 1, 2022 | Clients | 50 | 38 | decreased by12 |
| Sep 1, 2022 | AUM | $4,861,383,468 | $4,846,763,450 | decreased by$14,620,018 |
| Sep 1, 2022 | Accounts | 50 | 38 | decreased by12 |
| Apr 1, 2022 | Clients | 43 | 50 | increased by7 |
| Apr 1, 2022 | AUM | $3,690,915,769 | $4,861,383,468 | increased by$1,170,467,699 |
| Apr 1, 2022 | Accounts | 43 | 50 | increased by7 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CRESCENT REAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CRESCENT REAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.

