C
Crescent Hill Partners LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$283,806,838
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
183
17% high-net worth
Advisors
1
of 1 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
183
Very HighAverage account size
$1,550,857
About
Crescent Hill Partners LLC provides investment advisory and financial counseling services to individuals, high-net-worth clients and pension/profit-sharing plans, delivering portfolio management for individual accounts as well as written financial plans when requested. The firm offers its Professional Account Manager (PAM) model portfolios, asset allocation, fund selection and ongoing monitoring alongside standalone financial counseling engagements.
The firm creates a written Investment Policy Statement for each client and applies a mix of proprietary analysis, fundamental and technical methods to set model allocations, rebalance portfolios and select securities. Although it may accept discretionary authority, a notable portion of assets are managed on a non-discretionary basis, so many clients retain final approval over trades — a setup that is uncommon among similar firms.
Crescent Hill manages roughly $299 million across about 183 client relationships, resulting in an unusually high AUM-per-advisor profile for its peer group. It also distinguishes itself by offering negotiated, higher-touch financial planning engagements and the option to include alternative investments (such as REITs, private placements and hedge funds) in client portfolios alongside traditional mutual funds, ETFs, equities and fixed income.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Options & derivatives strategies
Real estate investing
Fee options
Financial Counseling fees charged on a fixed fee basis between $5,000 and $50,000
$0 - $100,000: 0.85% annually $100,001 - $200,000: 0.85% annually $200,001 - $300,000: 0.75% annually $300,001+: 0.70% annually
Account minimum: $100,000 for PAM service; $5,000 minimum fee for Financial Counseling (both may be waived) Minimum fee: Financial Counseling minimum fee is $5,000, may be waived Fee-only: PAM fees based on tiered percentage of assets under management; Financial Counseling fees are fixed, ranging from $5,000 to $50,000
Main office location
Crescent Hill Partners LLC
40 Long Alley
Saratoga Springs NY 12866, United States
Number of offices
1
Most active in
Crescent Hill Partners LLC has reported serving >5 clients in these states in the last 12 months.
California · Florida · Georgia · Louisiana · Massachusetts · Nebraska · New Hampshire · New Jersey · New York · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")