Crescent Real Estate LLC is a large advisory firm based in Fort Worth. It manages $3.35 billion of regulatory assets for 36 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Colorado and Texas.
Crescent Real Estate provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Crescent Real Estate LLC is $3.35 billion. The firm's AUM has grown by 141% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Crescent Real Estate LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of John Collins Goff is pooled investment vehicles with 36 clients and $3.35 billion of assets under management. Among the 9 most similar advisory firms, Crescent Real Estate has the 5th highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $3.35 billion for 36 clients. None of the firm’s clients are foreign persons or businesses.
Crescent Real Estate also advises several private funds. Namely, thirty two real estate funds and two private equity funds. The minimum investment commitment required of non-related persons ranges from $0 to $2,000,000.
The company employs 110 people that are either part- or full-time employees. 29 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Crescent Real Estate LLC is owned by Conrad Joseph Suszynski. John Collins Goff has been acting as President since 1 Feb 1998. Lp Jcg 2016 Holdings joined the executive team most recently as the Owner.
The principal office where Crescent Real Estate LLC performs its advisory services is located at 777 Main Street, Fort Worth, TX 76102, which is also the mailing address of the firm. An additional office of the firm is in Centennial, CO. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 817-321-1600 or by fax 817-882-2002. The normal business hours are 8-5 on Monday - Friday. You can find more information about the New York firm at crescent.com/.