Crescent Real Estate LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Fort Worth, TX. Its latest Form ADV filing, dated March 31, 2026, reports $5.1B in regulatory assets under management, 113 employees, 2 offices, and 43 accounts.
Assets Under Management
$5.1B
Employees
113
Offices
2 offices
Total Clients
43
Primary office
FORT WORTH, TX
3230 CAMP BOWIE BLVD, SUITE 500, FORT WORTH, TX, United States
Portfolio management for pooled investment vehicles
Fee models offered
4 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
43
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$5.1Bas of March 31, 2026
Discretionary75.8%
$3.9B
76% of total RAUM75.8%
Non-discretionary24.2%
$1.2B
24% of total RAUM24.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$5.1B
Total Accounts43
10Y AUM Change+$3.5B (+222.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees113
Clients per Employee0:1
10Y Employee Change+95 (+527.8%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.