# Crescent Hill Partners LLC

> Crescent Hill Partners LLC is an SEC-registered investment advisory firm in Saratoga Springs, NY, registered since 2013, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 8, 2026.

- CRD: 166276
- Filed as: CRESCENT HILL PARTNERS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Saratoga Springs, NY
- Filing period: October 2026
- Form ADV filing dated: January 8, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/166276
- AdvisorCensus page: https://advisorcensus.com/firm/crescent-hill-partners-llc-saratoga-springs-ny-166276

## Quick answers

**How is Crescent Hill Partners LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Crescent Hill Partners LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Crescent Hill Partners LLC located?**
Crescent Hill Partners LLC's principal office is in Saratoga Springs, NY, according to its Form ADV.

**Is Crescent Hill Partners LLC registered with the SEC or a state?**
Crescent Hill Partners LLC is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 166276.

**How much does Crescent Hill Partners LLC manage?**
Crescent Hill Partners LLC reports $298,756,272 in regulatory assets under management in its Form ADV filing dated January 8, 2026 (38% discretionary).

**How have Crescent Hill Partners LLC's assets and staff changed since 2021?**
In the Form ADV data for Crescent Hill Partners LLC: Regulatory assets under management: $261,811,274 in the October 2021 data and $298,756,272 in the October 2026 data, up 14%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Crescent Hill Partners LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (152); high net worth individuals (31); pension and profit sharing plans (but not the plan participants or government pension plans) (2).

**Which custodians does Crescent Hill Partners LLC use?**
Crescent Hill Partners LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Crescent Hill Partners LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/166276

**What changed in Crescent Hill Partners LLC's recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $263,861,041 to $298,756,272 (+13%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $298,756,272
- Discretionary: $114,717,010
- Non-discretionary: $184,039,262

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 152 | $35,204,792 |
| High net worth individuals | 31 | $248,602,046 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $14,949,434 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2013 (13 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, GA, LA, MA, NE, NH, NJ, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $261,811,274 | 1 | August 6, 2021 |
| October 2022 | $296,141,081 | 1 | February 10, 2022 |
| October 2023 | $254,355,494 | 1 | January 19, 2023 |
| October 2024 | $292,245,546 | 1 | January 17, 2024 |
| October 2025 | $333,669,808 | 1 | January 15, 2025 |
| October 2026 | $298,756,272 | 1 | January 8, 2026 |

Regulatory assets under management: $261,811,274 in the October 2021 data and $298,756,272 in the October 2026 data, up 14%.
Total employees: 1 in October 2021 and 1 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $263,861,041 to $298,756,272 (+13%).

### December 2025
- Regulatory assets under management went from $333,669,808 to $263,861,041 (-21%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Crescent Hill Partners LLC (CRD 166276): Form ADV filing data as of October 2026.