SARATOGA SPRINGS, NYCRD 166276Latest ADV January 8, 2026
Crescent Hill Partners LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Saratoga Springs, NY. Its latest Form ADV filing, dated January 8, 2026, reports $299M in regulatory assets under management, 1 employee, and 381 accounts.
Assets Under Management
$299M
Employees
1
Offices
--
Total Clients
185
Primary office
SARATOGA SPRINGS, NY
40 LONG ALLEY, SARATOGA SPRINGS, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 82.2% of total clients.
Top client categories% of clientsClients
1
Individuals
82.2%
152
2
HNWI
16.8%
31
3
Pension Plans
1.1%
2
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$299Mas of January 8, 2026
Discretionary38.4%
$115M
38% of total RAUM38.4%
Non-discretionary61.6%
$184M
62% of total RAUM61.6%
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$299M
Total Accounts381
10Y AUM Change+$116M (+63.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee185:1
10Y Employee Change-1 (-50.0%)
* 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.