SourcingSourcing

CRESCENT HILL PARTNERS LLC

B51
CRD 166276·SEC 801-77562·SARATOGA SPRINGS, NY
AUM
$298.8M
$100M-$500M
Est. Revenue
$3.0M
@ 1% on AUM
Est. EBITDA
$896K
@ 30% margin
Est. Deal Value
$7.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CRESCENT HILL PARTNERS LLC
CRD
166276
SEC file #
801-77562
EIN
—
DBA names
—

Economics

AUM
$298.8M
AUM band
$100M-$500M
AUM trajectory
'20'26
$211.2M → $298.8M▲ +41%
Client mix
Individuals Other152
Individuals High Net Worth31
Pension Profit Sharing Plans2

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
2 advisors → 1 advisors▼ -50%
Primary office
SARATOGA SPRINGS NY
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
01/08/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MARTIN, RAYMOND, NMN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
MARTIN, RAYMOND, NMN
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
27,740
Form 5500 Compensation Trajectory 3y
202527,740
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
27,740
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

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
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Fidelity4
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
1876256
Trust Company Affiliate
No

People (1)

1
MARTIN, RAYMOND, NMN
IAR · Direct Owner · 87.5%
1876256