SourcingSourcing

CRESCENT CAPITAL GROUP LP

C26
CRD 153966·SEC 801-71747·LOS ANGELES, CA
AUM
$49.71B
$1B+
Est. Revenue
$497.1M
@ 1% on AUM
Est. EBITDA
$149.1M
@ 30% margin
Est. Deal Value
$1.19B
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CRESCENT CAPITAL GROUP LP
CRD
153966
SEC file #
801-71747
EIN
000000000
DBA names
—

Economics

AUM
$49.71B
AUM band
$1B+
AUM trajectory
'20'26
$24.68B → $49.71B▲ +101%
Client mix
Pooled Investment Vehicles140
Insurance Companies21
State Or Municipal Govt6
Sovereign Wealth Funds5
Pension Profit Sharing Plans4

Operations

Employees (total)
239
Advisory staff (per ADV)
117
Advisory staff (5-yr trend)
'20'26
80 advisors → 117 advisors▲ +46%
Primary office
LOS ANGELES CA
Branches
—

Custodian & Brokerage

Primary custodian
BNY Mellonlow confidence
Services offered
Portfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
crescentcap.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SUN LIFE (U.S.) HOLDCO 2020 LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
SUN LIFE (U.S.) HOLDCO 2020 LLC
CRESCENT CAPITAL GP LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CRESCENTCAP.COM
Rdap Domain Creation Date
2004-08-15T18:33:03Z
Rdap Firm Age Years
22
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
26
Form 5500 Total Participants
435
Form 5500 Total Compensation
9,096,313
Form 5500 Compensation Trajectory 3y
20258,387,339
2026708,974
20240
Form 5500 Plan Count Trajectory 3y
202517
20267
20242
Schedule C Total Compensation
9,096,313
Schedule C Service Provider Rows
26

SEC EDGAR

Edgar Cik
0001848730
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2021-04-27
Edgar Last Filing Date
2022-04-27
Edgar Form D Count
2
Edgar Form D Offerings
2022-04-272022-04-27 · 0001848730-22-000002
2021-04-272021-04-27 · 0001848730-21-000003

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Bny Mellon130
U.s. Bank17
Wells Fargo13
State Street5
E*trade4
Edgar Addresses
Mailing
CRESCENT CAPITAL GROUP LP11100 SANTA MONICA BOULEVARD, STE. 2000LOS ANGELES, CA 90025
Business
CRESCENT CAPITAL GROUP LP11100 SANTA MONICA BOULEVARD, STE. 2000LOS ANGELES, CA 90025
Edgar EIN
000000000
Edgar Recent Filings
D/A2022-04-27 · 0001848730-22-000002
D2021-04-27 · 0001848730-21-000003
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-10-14T03:59:59Z
Rdap Domain Last Changed
2024-08-20T01:01:13Z
Rdap Nameservers
Gail.ns.cloudflare.comRajeev.ns.cloudflare.com
Rdap Secure Dns Enabled
Yes
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
Yes

People (4)

4
HAWLEY, GEORGE, PUSEY
Executive Officer · 2.5%
6159719
LEVINE, ANDREW, STEPHEN
Executive Officer · 2.5%
5110199
LOMBARD, GERHARD, PIETER
Executive Officer · 2.5%
5417328
WRIGHT, CHRISTOPHER, GUNNAR
Executive Officer · 2.5%
8060559