C
CRD: 166276
Crescent Hill Partners LLC
Saratoga Springs, NY, 12866
8667443705
$298.8M Total AUM
$114.7M Disc. AUM
-- 3Y CAGR
1 Employees
185 ADV. Clients
13 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-29-2013
- Office Locations
- 1
Office Locations
40 Long Alley Saratoga Springs NY
About Crescent Hill Partners LLC
Crescent Hill Partners LLC is a Saratoga Springs-based RIA. The firm has been operating for 13 years. Managing $298.8M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Financial Planning, Insurance, Investment Planning.
Team overview
-- AVG AGE
$298.8M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
4.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Quantum unison Radial Crest glacier
Investment Themes
North Unison Legacy
Investment Vehicles
Eagle
Services
Timber Pathway prime Pathway Catalyst Crest optima
Owner & Executives
R
RAYMOND NMN MARTIN
Chief Compliance Officer
- CRD
- #1876256
- Ownership
- 75% or more
(846) 521-3275
element.summit@timbercapital.com
in linkedin.com/in/alpha-unison
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $114,717,010 | $458,868 |
| Non-Discretionary | $184,039,262 | $1,404,880 |
| Total | $298,756,272 | $784,137 |
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Separately Managed Accounts
Total SMA Asset: $298,756,272
Public Funds:
20.1% Cash:
25.5% Equity - Exchange:
20.6% Municipal Bonds:
6.4% Corporate - Investment Grade:
11.2% Private Funds:
16.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,756,920,472 | 20.1% |
| Cash | $2,228,928,957 | 25.5% |
| Equity - Exchange | $1,800,624,961 | 20.6% |
| Municipal Bonds | $559,417,464 | 6.4% |
| Corporate - Investment Grade | $978,980,561 | 11.2% |
| Private Funds | $1,416,025,454 | 16.2% |
| Total | $8,740,897,869 | 100.0% |