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HILLCREST CREDIT AND INCOME FUND II MANAGER, LLC

NEW YORK, NY · CRD 288671 · IAPD ↗ · 646-889-2699

$490.0MRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
2Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

38
July 2025 — HILLCREST CREDIT AND INCOME FUND II MANAGER, LLC shrank from 7 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
52
April 2025 — HILLCREST CREDIT AND INCOME FUND II MANAGER, LLC reported RAUM up 47% ($282.0M -> $414.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2025 — HILLCREST CREDIT AND INCOME FUND II MANAGER, LLC grew from 5 to 7 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.