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CRESCENT CAPITAL GROUP LP

LOS ANGELES, CA · CRD 153966 · IAPD ↗ · crescentcap.com · 310-235-5900

$49.71BRegulatory AUM
117Advisory reps
239Employees
0Clients
n/aPlanning clients
88Private funds
3States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2025 — CRESCENT CAPITAL GROUP LP added office(s): 4 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
40
April 2024 — CRESCENT CAPITAL GROUP LP added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2024 — CRESCENT CAPITAL GROUP LP grew from 106 to 114 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.