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CRESCENT CAP NT ADVISORS, LLC

LOS ANGELES, CA · CRD 324139 · IAPD ↗ · crescentprivatecredit.com · 310-235-5900

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

Filing changes

45
April 2026 — CRESCENT CAP NT ADVISORS, LLC added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
75
April 2026 — CRESCENT CAP NT ADVISORS, LLC crossed $1B in regulatory AUM ($348.0M -> $1.11B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
63
April 2025 — CRESCENT CAP NT ADVISORS, LLC reported RAUM up 134% ($148.7M -> $348.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
40
April 2024 — CRESCENT CAP NT ADVISORS, LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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