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CRESCENT COVE ADVISORS, LP

SAN FRANCISCO, CA · CRD 288111 · IAPD ↗ · 415-800-2289

$1.11BRegulatory AUM
3Advisory reps
11Employees
0Clients
n/aPlanning clients
23Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

70
April 2026 — CRESCENT COVE ADVISORS, LP crossed $1B in regulatory AUM ($629.6M -> $1.11B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
55
April 2025 — CRESCENT COVE ADVISORS, LP crossed $500M in regulatory AUM ($451.7M -> $629.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
April 2024 — CRESCENT COVE ADVISORS, LP reported RAUM up 64% ($275.3M -> $451.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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