Crescent Real Estate LLC

Crescent Real Estate LLC (CRD# 158397) is a financial advisory firm headquartered in Fort Worth, TX. They manage $1,584,000,000 in 16 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,584
    MILLION
  • Total Number of Accounts
    16
    ACCOUNTS
  • Average Account Value
    $99,000,000
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, TX

Financial Advisors at Crescent Real Estate LLC
No Advisor Found.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.