SourcingSourcing

CRESCENT REAL ESTATE LLC

C33
CRD 158397·SEC 801-73629·FORT WORTH, TX
AUM
$5.11B
$1B+
Est. Revenue
$51.1M
@ 1% on AUM
Est. EBITDA
$15.3M
@ 30% margin
Est. Deal Value
$122.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CRESCENT REAL ESTATE LLC
CRD
158397
SEC file #
801-73629
EIN
863233491
DBA names
—

Economics

AUM
$5.11B
AUM band
$1B+
AUM trajectory
'20'26
$3.35B → $5.11B▲ +53%
Client mix
Pooled Investment Vehicles43

Operations

Employees (total)
113
Advisory staff (per ADV)
34
Advisory staff (5-yr trend)
'20'26
32 advisors → 34 advisors▲ +6%
Primary office
FORT WORTH TX
Branches
—

Custodian & Brokerage

Primary custodian
Goldman Sachslow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMFixed feesPerformance-based feesOther Compensation

Filings

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

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GOFF, JOHN, COLLINS
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
GOFF, JOHN, COLLINS
JCG 2016 HOLDINGS, LP
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CRESCENT.COM
Rdap Domain Creation Date
1994-10-26T04:00:00Z
Rdap Firm Age Years
32
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
2
Form 5500 Total Participants
284
Form 5500 Compensation Trajectory 3y
20240
Form 5500 Plan Count Trajectory 3y
20242
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Cik
0001864867
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2021-06-01
Edgar Last Filing Date
2021-06-01
Edgar Form D Count
1
Edgar Form D Offerings
2021-06-012021-06-01 · 0001864867-21-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

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
Goldman Sachs4
E*trade4
Raymond James2
Edgar Addresses
Mailing
777 MAIN STREETSUITE 2260FORT WORTH, TX 76102
Business
777 MAIN STREETSUITE 2260FORT WORTH, TX 76102
Edgar EIN
863233491
Edgar Recent Filings
D2021-06-01 · 0001864867-21-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2033-10-25T04:00:00Z
Rdap Domain Last Changed
2024-10-24T20:53:01Z
Rdap Nameservers
Pdns05.domaincontrol.comPdns06.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
6020434
Trust Company Affiliate
No

People (4)

4
GOFF, JOHN, COLLINS
Direct Owner · 62.5%
6020434
SUSZYNSKI, CONRAD, JOSEPH
Direct Owner · 17.5%
1080567
GOFF, CHRISTOPHER, COLLINS
Executive Officer · 2.5%
5804655
Lombardi, Andrew, Patrick
Executive Officer · 2.5%
6931944