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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

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 typeClientsAUM
Pooled investment vehicles43$5.11B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • 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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026Employees97113increased by16
Apr 1, 2026Clients3743increased by6
Apr 1, 2026AUM$4,316,644,320$5,113,386,114increased by$796,741,794
Apr 1, 2026Accounts3743increased by6
May 1, 2025
vs Oct 1, 2022
Employees10797decreased by10
May 1, 2025
vs Oct 1, 2022
Clients3837decreased by1
May 1, 2025
vs Oct 1, 2022
AUM$4,846,763,450$4,316,644,320decreased by$530,119,130
May 1, 2025
vs Oct 1, 2022
Accounts3837decreased by1
Sep 1, 2022Clients5038decreased by12
Sep 1, 2022AUM$4,861,383,468$4,846,763,450decreased by$14,620,018
Sep 1, 2022Accounts5038decreased by12
Apr 1, 2022Clients4350increased by7
Apr 1, 2022AUM$3,690,915,769$4,861,383,468increased by$1,170,467,699
Apr 1, 2022Accounts4350increased by7
Apr 1, 2021Registration—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.