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CRESCENT REAL ESTATE LLC
CRD 158397File 801-73629
APPROVED
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.