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CRESCENT HILL PARTNERS LLC
CRD 166276 · SEC 801-77562
40 LONG ALLEY, SARATOGA SPRINGS, NY, 12866, United States
Phone
866-744-3705
Fax
866-798-3522
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$298.8M
Discretionary AUM
$114.7M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 152 | $35.2M |
| High net worth individuals | 31 | $248.6M |
| Pension/profit sharing plans | 2 | $14.9M |
States served
CA, GA, LA, MA, NE, NJ, NY, TX, NH, FL
Official SEC filing: View on IAPD