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CRESCENT CAP ADVISORS, LLC

CRD 175430File 801-81168
APPROVED
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.81B
Top 25% of cohort (national)
Discretionary AUM
$1.81B
Clients
1
1 accounts
Employees
0
Top 25% of cohort in CA

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
LARO
Registration date
Mar 23, 2015
Principal office
11100 SANTA MONICA BLVD., SUITE 2000, LOS ANGELES, CA, 90025
Phone
310-235-5900

Assets & accounts

ADV Item 5F
Total regulatory AUM
$1.81B
Discretionary AUM
$1.81B
Non-discretionary AUM
$0
Discretionary accounts
1
Non-discretionary accounts
0
Total accounts
1
AUM per client
$1.81B

Clients by type

ADV Item 5D
Client typeClientsAUM
Business development companies1$1.81B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for investment companies

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

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

Filed changes

DateFieldFromToChange
Apr 1, 2026DisclosuresYesNo
Apr 1, 2026AUM$1,850,737,970$1,812,779,221decreased by$37,958,749
May 1, 2025
vs Oct 1, 2022
AUM$1,489,513,958$1,850,737,970increased by$361,224,012
Apr 1, 2022AUM$1,129,687,532$1,489,513,958increased by$359,826,426
Jun 1, 2021DisclosuresNoYes
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 CAP” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CRESCENT CAP” 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.