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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

CROW HOLDINGS PARTNERS, L.L.C.

CRD 297205

DALLAS, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9b0e158a-e2e8-57ab-72c5-e9517015683f

Data as of Feb 22, 2021 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 21
Dated events: 8
On other graphs: 0
Observed: Aug 17, 2018 to Feb 22, 2021
9 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $62.4MItem 5.F on the latest filing (2021-02-22); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $62.4M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 35
Advisory employees: 19
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1
Private funds: 1Schedule D 7.B(1)
Private fund GAV: $19.8Mgross asset value as reported per fund; never fund size
SEC number: 801-113997
CRD: 297205
Filings on the tape: 9
First filed: Aug 17, 2018
Latest filed: Feb 22, 2021
Organised: Limited Liability Company, Delaware

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BRYANT, GEORGE MICHAEL, KEVIN	Shareholder	D	yes	11/2010	Aug 17, 2018	Feb 22, 2021
BRYANT, GEORGE MICHAEL, KEVIN	VICE PRESIDENT; SECRETARY	Na	yes	04/2018	Aug 17, 2018	Feb 22, 2021
CROW HOLDINGS, L.P.	LIMITED PARTNER	E	yes	11/2010	Aug 17, 2018	Feb 22, 2021
HARLAN R. CROW FAMILY BRANCH PARTNERSHIP, L.P.	LIMITED PARTNER	C	yes	12/2007	Aug 17, 2018	Feb 22, 2021
MAPLE AVENUE CAPITAL INVESTORS, L.P.	Member	D	yes	04/2018	Aug 17, 2018	Feb 22, 2021
MAPLE INVESTMENT MANAGERS, L.P.	Member	C	yes	04/2018	Aug 17, 2018	Feb 22, 2021
OAK LAWN CAPITAL ADVISORS, INC.	GENERAL PARTNER	F	yes	11/2010	Aug 17, 2018	Feb 22, 2021
OAK LAWN CAPITAL ADVISORS, INC.	Manager	Na	yes	04/2018	Aug 17, 2018	Feb 22, 2021
OAK LAWN CAPITAL ADVISORS, INC.	GENERAL PARTNER	F	yes	05/2018	Aug 17, 2018	Feb 22, 2021
Rae, Sean, David	President	Na	yes	04/2018	Aug 17, 2018	Feb 22, 2021
RAYMOND, ANNE, LEWIS	Shareholder	D	yes	11/2010	Aug 17, 2018	Feb 22, 2021
TRAMMELL S. CROW FAMILY BRANCH PARTNERSHIP, L.P.	LIMITED PARTNER	C	yes	12/2007	Aug 17, 2018	Feb 22, 2021
Valach, Kenneth, Joseph	LIMITED PARTNER	E	yes	04/2018	Aug 17, 2018	Feb 22, 2021
Valach, Kenneth, Joseph	VICE PRESIDENT; ASSISTANT SECRETARY	Na	yes	04/2018	Aug 17, 2018	Feb 22, 2021
BAFO, CHRISTOPHER, NMN	VICE PRESIDENT	Na	no	01/2021	Aug 17, 2018	Feb 22, 2021
Bancroft, Stephen, David	VICE PRESIDENT	Na	no	04/2020	Apr 23, 2020	Feb 22, 2021
Enzler, Matthew, Spaeth	VICE PRESIDENT	Na	no	04/2020	Apr 23, 2020	Feb 22, 2021
Erdossy, Eric, Garth	VICE PRESIDENT	Na	no	04/2020	Apr 23, 2020	Feb 22, 2021
MORRISON, JAMES, CONRAD	CHIEF COMPLIANCE OFFICER	Na	no	01/2021	Feb 22, 2021	Feb 22, 2021
WOOD, LEONARD, W	VICE PRESIDENT	Na	no	04/2020	Apr 23, 2020	Feb 22, 2021

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CROW HOLDINGS CAPITAL PARTNERS, L.L.C.	n/a	Asset manager	$14B	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2019	Mar 28, 2020	$62.4M	$62.4M	35	19	0	1	$19.8M
2018	Mar 25, 2019	$60.0M	$60.0M	17	13	0	1	$0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2019	$62.4M	$60.0M	4.0%	n/a	n/a	35	17	0	0

Relationships

Affiliated with (1)

→ CROW HOLDINGS CAPITALRegistered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV

Owns (6)

← WOOD, LEONARD, WOwnerVICE PRESIDENT, ownership code NA, individual
Apr 23, 2020 to presentfactForm ADV
← MORRISON, JAMES, CONRADOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Feb 22, 2021 to presentfactForm ADV
← BAFO, CHRISTOPHER, NMNOwnerVICE PRESIDENT, ownership code NA, individual
Aug 17, 2018 to presentfactForm ADV
← Erdossy, Eric, GarthOwnerVICE PRESIDENT, ownership code NA, individual
Apr 23, 2020 to presentfactForm ADV
← Enzler, Matthew, SpaethOwnerVICE PRESIDENT, ownership code NA, individual
Apr 23, 2020 to presentfactForm ADV
← Bancroft, Stephen, DavidOwnerVICE PRESIDENT, ownership code NA, individual
Apr 23, 2020 to presentfactForm ADV

Controls (10)

← BRYANT, GEORGE MICHAEL, KEVINOwnerSHAREHOLDER, ownership code D, individual
Aug 17, 2018 to presentfactForm ADV
← RAYMOND, ANNE, LEWISOwnerSHAREHOLDER, ownership code D, individual
Aug 17, 2018 to presentfactForm ADV
← Valach, Kenneth, JosephOwnerLIMITED PARTNER, ownership code E, individual
Aug 17, 2018 to presentfactForm ADV
← Rae, Sean, DavidOwnerPRESIDENT, ownership code NA, individual
Aug 17, 2018 to presentfactForm ADV
← CROW HOLDINGS, L.P.OwnerLIMITED PARTNER, ownership code E, domestic entity
Aug 17, 2018 to presentfactForm ADV
← HARLAN R. CROW FAMILY BRANCH PARTNERSHIP, L.P.OwnerLIMITED PARTNER, ownership code C, domestic entity
Aug 17, 2018 to presentfactForm ADV
← MAPLE AVENUE CAPITAL INVESTORS, L.P.OwnerMEMBER, ownership code D, domestic entity
Aug 17, 2018 to presentfactForm ADV
← MAPLE INVESTMENT MANAGERS, L.P.OwnerMEMBER, ownership code C, domestic entity
Aug 17, 2018 to presentfactForm ADV
← OAK LAWN CAPITAL ADVISORS, INC.OwnerGENERAL PARTNER, ownership code F, domestic entity
Aug 17, 2018 to presentfactForm ADV
← TRAMMELL S. CROW FAMILY BRANCH PARTNERSHIP, L.P.OwnerLIMITED PARTNER, ownership code C, domestic entity
Aug 17, 2018 to presentfactForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Feb 22, 2021
Control person left
Sutton Gillian Cho (Vice President) no longer on Schedule A of Crow Holdings Partners, L.L.C. (listed 2020-06-16, absent 2021-02-22)
Form ADVobserved 5 days ago
Occurred
Mar 28, 2020
Control person left
Daniel Amir (Vice President) no longer on Schedule A of Crow Holdings Partners, L.L.C. (listed 2019-11-20, absent 2020-03-28)
Form ADVobserved 5 days ago
Occurred
Mar 28, 2020
Control person left
James Ryan Fadley (Vice President) no longer on Schedule A of Crow Holdings Partners, L.L.C. (listed 2019-11-20, absent 2020-03-28)
Form ADVobserved 5 days ago
Occurred
Mar 28, 2020
Control person left
L Christopher Rice-Shepherd (Vice President) no longer on Schedule A of Crow Holdings Partners, L.L.C. (listed 2019-11-20, absent 2020-03-28)
Form ADVobserved 5 days ago
Occurred
Nov 20, 2019
Control person joined
Daniel Amir (Vice President) appeared on Schedule A of Crow Holdings Partners, L.L.C.
Form ADVobserved 5 days ago
Occurred
Nov 20, 2019
Control person joined
L Christopher Rice-Shepherd (Vice President) appeared on Schedule A of Crow Holdings Partners, L.L.C.
Form ADVobserved 5 days ago
Occurred
Aug 17, 2018
First Form ADV filing
Maple Capital Management, L.L.C. filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Show 1 bookkeeping events

Occurred
Mar 28, 2020
Crow Holdings Partners, L.L.C. reported 12 state-registered advisory representatives, up from 0 (2019-11-20 to 2020-03-28)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9b0e158a-e2e8-57ab-72c5-e9517015683f
First observed: Aug 17, 2018
Last observed: Feb 22, 2021 67 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CROW HOLDINGS PARTNERS, L.L.C.

CRD 297205

DALLAS, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9b0e158a-e2e8-57ab-72c5-e9517015683f

Data as of Feb 22, 2021 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:56 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BRYANT, GEORGE MICHAEL, KEVIN

Shareholder

yes

11/2010

Aug 17, 2018

Feb 22, 2021

BRYANT, GEORGE MICHAEL, KEVIN

VICE PRESIDENT; SECRETARY

yes

04/2018

Aug 17, 2018

Feb 22, 2021

CROW HOLDINGS, L.P.

LIMITED PARTNER

yes

11/2010

Aug 17, 2018

Feb 22, 2021

HARLAN R. CROW FAMILY BRANCH PARTNERSHIP, L.P.

LIMITED PARTNER

yes

12/2007

Aug 17, 2018

Feb 22, 2021

MAPLE AVENUE CAPITAL INVESTORS, L.P.

Member

yes

04/2018

Aug 17, 2018

Feb 22, 2021

MAPLE INVESTMENT MANAGERS, L.P.

Member

yes

04/2018

Aug 17, 2018

Feb 22, 2021

OAK LAWN CAPITAL ADVISORS, INC.

GENERAL PARTNER

yes

11/2010

Aug 17, 2018

Feb 22, 2021

OAK LAWN CAPITAL ADVISORS, INC.

Manager

yes

04/2018

Aug 17, 2018

Feb 22, 2021

OAK LAWN CAPITAL ADVISORS, INC.

GENERAL PARTNER

yes

05/2018

Aug 17, 2018

Feb 22, 2021

Rae, Sean, David

President

yes

04/2018

Aug 17, 2018

Feb 22, 2021

RAYMOND, ANNE, LEWIS

Shareholder

yes

11/2010

Aug 17, 2018

Feb 22, 2021

TRAMMELL S. CROW FAMILY BRANCH PARTNERSHIP, L.P.

LIMITED PARTNER

yes

12/2007

Aug 17, 2018

Feb 22, 2021

Valach, Kenneth, Joseph

LIMITED PARTNER

yes

04/2018

Aug 17, 2018

Feb 22, 2021

Valach, Kenneth, Joseph

VICE PRESIDENT; ASSISTANT SECRETARY

yes

04/2018

Aug 17, 2018

Feb 22, 2021

BAFO, CHRISTOPHER, NMN

VICE PRESIDENT

01/2021

Aug 17, 2018

Feb 22, 2021

Bancroft, Stephen, David

VICE PRESIDENT

04/2020

Apr 23, 2020

Feb 22, 2021

Enzler, Matthew, Spaeth

VICE PRESIDENT

04/2020

Apr 23, 2020

Feb 22, 2021

Erdossy, Eric, Garth

VICE PRESIDENT

04/2020

Apr 23, 2020

Feb 22, 2021

MORRISON, JAMES, CONRAD

CHIEF COMPLIANCE OFFICER

01/2021

Feb 22, 2021

WOOD, LEONARD, W

VICE PRESIDENT

04/2020

Apr 23, 2020

Feb 22, 2021

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CROW HOLDINGS CAPITAL PARTNERS, L.L.C.

n/a

Asset manager

$14B

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2019

Mar 28, 2020

$62.4M

$19.8M

2018

Mar 25, 2019

$60.0M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2019

$62.4M

$60.0M

4.0%

n/a