Crescent Capital Consulting, LLC is a large advisory firm based in New Orleans. It manages $617.58 million of regulatory assets for 648 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Louisiana and Texas.
Crescent Capital Consulting provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Crescent Capital Consulting, LLC is $617.58 million. The firm's AUM has grown by 103% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Crescent Capital Consulting, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, and corporations or other businesses. The largest group of clients of Crescent Capital Consulting is charitable organizations with 28 clients and $325.89 million of assets under management. Among the 10 most similar advisory firms, Crescent Capital Consulting has the highest percentage of charitable organizations out of all clients.
The amount of regulatory assets under management is $611.49 million for 142 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Crescent Capital Consulting doesn't advise any private funds.
The company employs 15 people that are either part- or full-time employees. 87 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Crescent Capital Consulting, LLC performs its advisory services is located at 1100 Poydras Street, New Orleans, LA 70163, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 504-207-8555 or by fax 504-207-8525. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at crescentcapitalconsulting.com.