DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Crescent Capital Group LP
Latest filing May 21, 2026
First filing on the tape Mar 30, 2012 · 52 filings
SEC status approved since Aug 10, 2010
RAUM
$50B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
239
117 advisory (5.B.1)
Offices
5
beyond the principal office
Private funds
88
reported on Schedule D
History
52 filings and snapshots on the tape
RAUM$50B as of May 21, 2026
Mar 30, 2012$6.9B then
HNW client RAUM$0 as of Mar 27, 2020
Mar 29, 2018$47.1M then
State-registered IARs (5.B.3)0 as of May 21, 2026
Apr 1, 20130 then
Employees (5.A)239 as of May 21, 2026
Apr 1, 201377 then
Private funds88 as of May 21, 2026
Mar 30, 20128 then
RAUM +14% over the last fiscal year+4.8% a year over threeIARs 0 to 0offices 6 to 5
Practice profile
derived from the filing of May 21, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $270MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 16%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived6 offices incl. principal (1.F.5)
- RAUM growth, one year
- +14%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companiesreportedItem 5.G
- Custody
- yesreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$40B83%
- Insurance companies$3.7B7.7%
- State and municipal entities$2.6B5.3%
- Sovereign wealth funds$855M1.8%
- Pension and profit-sharing plans$672M1.4%
- Other investment advisers$215M0.4%
- Corporations and businesses$210M0.4%
- Charitable organizations$114M0.2%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- 4reported
- Charitable clients
- 2reported
- Accounts
- 184reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.84 institutional_share=0.16 related_bd=true related_bank=true bd_reps=12.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
89 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Crescent Mezzanine Partners Viic, L.P. | Private Equity Fund | $3.6B | 85 | Mar 29, 2016 |
| Crescent Credit Solutions Viii, LP | Private Equity Fund | $1.3B | 20 | Aug 16, 2021 |
| Crescent Credit Solutions Viii A-2, LP | Private Equity Fund | $1.2B | 37 | Aug 16, 2021 |
| Crescent Mezzanine Partners Vii, L.P. | Private Equity Fund | $934M | 48 | Mar 29, 2016 |
| Crescent Mezzanine Partners Viib, L.P. | Private Equity Fund | $784M | 58 | Mar 29, 2016 |
| Crescent Direct Lending Fund III Note Feeder, LP | Private Equity Fund | $764M | 17 | May 27, 2021 |
| Crescent Capital Trust II (Levered) | Other Private Fund | $748M | 31 | Nov 2, 2018 |
| Crescent Capital High Income Fund B, L.P. | Other Private Fund | $585M | 35 | Apr 1, 2013 |
| Crescent Mezzanine Partners Viic (Ltl), L.P. | Private Equity Fund | $541M | 4 | Mar 29, 2016 |
| Atlas Senior Loan Fund Xvi, Ltd. | Securitized Asset Fund | $482M | 28 | Aug 16, 2021 |
| Crescent Direct Lending Levered Fund II (Delaware), LP | Private Equity Fund | $472M | 55 | Nov 28, 2017 |
| Falcon 2019-1, LLC | Securitized Asset Fund | $471M | 1 | Mar 27, 2020 |
| Atlas Senior Loan Fund Xii, Ltd. | Securitized Asset Fund | $460M | 21 | Mar 28, 2019 |
| Atlas Senior Loan Fund Xi, Ltd. | Securitized Asset Fund | $439M | 42 | Mar 28, 2019 |
| Atlas Senior Loan Fund Xiii, Ltd. | Securitized Asset Fund | $425M | 45 | Mar 27, 2020 |
| Crescent European Specialty Lending Fund II (Cayman-Levered) LP | Other Private Fund | $416M | 14 | Nov 2, 2018 |
| Atlas Senior Loan Fund X, Ltd. | Securitized Asset Fund | $411M | 39 | Mar 28, 2019 |
| Crescent Direct Lending Fund II (Delaware), LP | Private Equity Fund | $398M | 32 | Nov 28, 2017 |
| Atlas Senior Loan Fund Xx, Ltd | Securitized Asset Fund | $386M | 22 | Mar 30, 2023 |
| Atlas Senior Loan Fund Xviii, Ltd. | Securitized Asset Fund | $383M | 46 | Mar 30, 2022 |
| Atlas Senior Loan Fund Xvii, Ltd. | Securitized Asset Fund | $381M | 32 | Mar 30, 2022 |
| Atlas Senior Loan Fund Xv, Ltd. | Securitized Asset Fund | $378M | 23 | Mar 27, 2020 |
| Atlas Senior Loan Fund Xiv, Ltd. | Securitized Asset Fund | $370M | 33 | Mar 27, 2020 |
| Atlas Senior Loan Fund Vii, Ltd | Securitized Asset Fund | $362M | 14 | Mar 30, 2017 |
| Crescent Senior Secured Floating Rate Loan Fund, LLC | Other Private Fund | $359M | 7 | Mar 30, 2012 |
| Atlas Senior Loan Fund Xxi Ltd | Securitized Asset Fund | $354M | 14 | Mar 27, 2024 |
| Atlas Senior Loan Fund Xxii Ltd | Securitized Asset Fund | $344M | 17 | Mar 27, 2024 |
| Atlas Static Senior Loan Fund I, Ltd | Securitized Asset Fund | $338M | 25 | Mar 30, 2023 |
| Crescent Mezzanine Partners Vi, L.P. | Private Equity Fund | $319M | 82 | Mar 30, 2012 |
| Crescent Mezzanine Partners Vii (Ltl), L.P. | Private Equity Fund | $304M | 11 | Mar 29, 2016 |
| Crescent Direct Lending Fund II (Cayman), LP | Private Equity Fund | $293M | 12 | Nov 28, 2017 |
| Crescent Direct Lending II (Canada) LPno longer reported | Private Equity Fund | $290M | 6 | Nov 2, 2018 |
| Crescent Mezzanine Partners Vic, L.P. | Private Equity Fund | $272M | 35 | Mar 30, 2012 |
| Crescent Direct Lending Levered Fund II (Cayman), LP | Private Equity Fund | $262M | 17 | Nov 28, 2017 |
| Atlas Senior Loan Fund Viii, Ltd. | Securitized Asset Fund | $240M | 30 | Mar 29, 2018 |
| Crescent Direct Lending Levered Fund III (Cayman), LP | Private Equity Fund | $239M | 18 | May 27, 2021 |
| Crescent Direct Lending Fund III (Delaware), LP | Private Equity Fund | $208M | 4 | May 27, 2021 |
| Crescent Direct Lending Levered Fund III (Delaware), LP | Private Equity Fund | $191M | 45 | May 27, 2021 |
| Crescent Direct Lending Levered Fund III Note Feeder, LP | Private Equity Fund | $161M | 10 | May 27, 2021 |
| Crescent Capital Trust II (Unlevered) | Other Private Fund | $149M | 18 | Nov 2, 2018 |
Owners and control persons
Schedule A and B, latest filing
- Louis Mark Attanasio · Managing Partnercontrolsince 05/2010 · owns less than 5%
- Jean-Marc Chapus · Managing Partnercontrolsince 05/2010 · owns less than 5%
- Stephen Andrew Levine · Chief Compliance Officercontrolsince 01/2021 · owns less than 5%
- Pieter Gerhard Lombard · Chief Financial Officercontrolsince 08/2016 · owns less than 5%
- Thomas Joseph Viola · Chief Operating Officercontrolsince 01/2014 · owns less than 5%
- Louis Mark Attanasio · Ownercontrolsince 12/2011 · owns 25% to 50% of Crescent Capital Group Holdings LP
- Louis Mark Attanasio · Ownercontrolsince 05/2010 · owns 50% to 75% of Crescent Capital Gp, LLC
- Jean-Marc Chapus · Ownercontrolsince 05/2010 · owns 50% to 75% of Crescent Capital Gp, LLC
- Jean-Marc Chapus · Ownercontrolsince 12/2011 · owns 25% to 50% of Crescent Capital Group Holdings LP
Entity owners
- Crescent Capital Gp LLC · General Partnerdirect · owns less than 5%
- Crescent Capital Group Holdings LP · Limited Partnerdirect · owns 25% to 50%
- Sun Life (U.S.) Holdco 2020 Inc. · Limited Partnerdirect · owns 50% to 75%
- Crescent Capital Gp, LLC · General Partnerindirect · owns F of Crescent Capital Group Holdings LP
- Sun Life (U.S.) Holdco 2020 Inc. · Ownerindirect · owns 50% to 75% of Crescent Capital Gp LLC
- Sun Life 2007-1 Financing Corp. · Ownerindirect · owns 75% or more of Sun Life Assurance Company Of Canada - U.S. Operations Holdings, Inc.
- Sun Life Assurance Company Of Canada - U.S. Operations Holdings, Inc. · Ownerindirect · owns 75% or more of Sun Life (U.S.) Holdco 2020 Inc.
- Sun Life Financial Inc. · Ownerindirect · owns 75% or more of Sun Life Global Investments Inc. · public reporting company
- Sun Life Global Investments Inc. · Ownerindirect · owns 75% or more of Sun Life 2007-1 Financing Corp.
Related persons
Schedule D 7.A
- Advisors Asset Management, Inc.broker-dealerinvestment advisernRAUM $2.2B
- Bentallgreenoak (Canada) Limited Partnershipn
- Bentallgreenoak (U.S.) Limited Partnershipinvestment adviserinvestment companynRAUM $24B
- Bentallgreenoak Real Estate US LLCbroker-dealern
- Bentallgreenoak Strategic Capital Partnersinvestment adviserbanknRAUM $3.5B
- Bgo US Real Estate LPinvestment advisernRAUM $24B
- Cdl Fund II Gp, LLCpooled vehicle sponsory
- Cdl Fund III Gp, LLCpooled vehicle sponsory
- Cpcp General Partner LLCpooled vehicle sponsory
- Crescent Cap Advisors, LLCinvestment adviserbankyRAUM $1.8B
- Crescent Cap Nt Advisors, LLCinvestment adviserbankyRAUM $1.1B
- Crescent Capital Group High Income B LLCpooled vehicle sponsory
- Crescent Capital Group High Income LLCpooled vehicle sponsory
- Crescent Credit Opportunities Gp, S.A R.L.pooled vehicle sponsory
- Crescent Credit Opportunities, LLCpooled vehicle sponsory
- Crescent Credit Solutions Viii, LLCpooled vehicle sponsory
- Crescent Direct Lending Levered, LLCpooled vehicle sponsory
- Crescent Direct Lending Sbic, LLCpooled vehicle sponsory
- Crescent Direct Lending, LLCpooled vehicle sponsory
- Crescent European Specialty Lending II LLCpooled vehicle sponsory
- Crescent European Specialty Lending III LLCpooled vehicle sponsory
- Crescent European Specialty Lending, LLCpooled vehicle sponsory
- Crescent Mezzanine Vi, LLCpooled vehicle sponsory
- Crescent Mezzanine Vii, LLCpooled vehicle sponsory
- Crescent Senior Secured Loan Management LLCpooled vehicle sponsory
- Crescent Special Situations LPpooled vehicle sponsory
- Crescent Syndicated Credit Solutions LLC.pooled vehicle sponsory
- Infrared Capital Partners (US) LLCinvestment advisernRAUM $2.4B
- Infrared Capital Partners Limitedinvestment advisernRAUM $14B
- Mfs Investment Managementinvestment adviserbanknRAUM $514B
Advisers that list Crescent Capital Group LP as a related person
Offices
Schedule D 1.F, the 25 largest
- New York, NY76 employees
- Boston, MA26 employees
- London, United Kingdom24 employees
- Chicago, IL5 employees
What changed
consecutive filings, newest first
- Other offices · 6 to 5Aug 28, 2025 to Mar 31, 2026
- Accounts · 171 to 184Aug 28, 2025 to Mar 31, 2026
- Advisory employees · 114 to 117Aug 28, 2025 to Mar 31, 2026
- Advisory activities · 2 to 3Aug 28, 2025 to Mar 31, 2026
- BD registered reps · 11 to 12Aug 28, 2025 to Mar 31, 2026
- Pooled vehicle clients · 128 to 140Aug 28, 2025 to Mar 31, 2026
- Employees · 231 to 239Aug 28, 2025 to Mar 31, 2026
- Private funds · 83 to 88Aug 28, 2025 to Mar 31, 2026
- Discretionary RAUM · $44B to $50BAug 28, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $248M to $0Aug 28, 2025 to Mar 31, 2026
- Pension RAUM · $661M to $672MAug 28, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $36B to $40BAug 28, 2025 to Mar 31, 2026
- RAUM · $44B to $50BAug 28, 2025 to Mar 31, 2026
- Private funds · 82 to 83Apr 30, 2025 to Aug 28, 2025
- Accounts · 153 to 171May 23, 2024 to Apr 30, 2025
- BD registered reps · 12 to 11May 23, 2024 to Apr 30, 2025
- Corporate clients · 1 to 2May 23, 2024 to Apr 30, 2025
- Pooled vehicle clients · 112 to 128May 23, 2024 to Apr 30, 2025
- Employees · 229 to 231May 23, 2024 to Apr 30, 2025
- Financial planning clients · unset to May 23, 2024 to Apr 30, 2025
- Other offices · 4 to 6May 23, 2024 to Apr 30, 2025
- Private funds · 68 to 82May 23, 2024 to Apr 30, 2025
- Discretionary RAUM · $42B to $44BMay 23, 2024 to Apr 30, 2025
- Non-discretionary RAUM · $380M to $248MMay 23, 2024 to Apr 30, 2025
- Pension RAUM · $853M to $661MMay 23, 2024 to Apr 30, 2025
- Pooled vehicle RAUM · $35B to $36BMay 23, 2024 to Apr 30, 2025
- RAUM · $43B to $44BMay 23, 2024 to Apr 30, 2025
- Accounts · 151 to 153Mar 1, 2024 to Mar 27, 2024
- Advisory employees · 106 to 114Mar 1, 2024 to Mar 27, 2024
- BD registered reps · 5 to 12Mar 1, 2024 to Mar 27, 2024
- Pooled vehicle clients · 109 to 112Mar 1, 2024 to Mar 27, 2024
- Employees · 212 to 229Mar 1, 2024 to Mar 27, 2024
- Other offices · 3 to 4Mar 1, 2024 to Mar 27, 2024
- Private funds · 67 to 68Mar 1, 2024 to Mar 27, 2024
- Discretionary RAUM · $43B to $42BMar 1, 2024 to Mar 27, 2024
- Non-discretionary RAUM · $472M to $380MMar 1, 2024 to Mar 27, 2024
- Pension RAUM · $878M to $853MMar 1, 2024 to Mar 27, 2024
- Pooled vehicle RAUM · $35B to $35BMar 1, 2024 to Mar 27, 2024
- RAUM · $43B to $43BMar 1, 2024 to Mar 27, 2024
- Private funds · 66 to 67Dec 12, 2023 to Feb 28, 2024
Signals
5 dated events
- Stephen Andrew Levine (Chief Compliance Officer) appeared on Schedule A of Crescent Capital Group LpDec 21, 2022 · Control person joined · fact
- A (Mi Only) Joseph Hanlon (Chief Compliance Officer) no longer on Schedule A of Crescent Capital Group Lp (listed 2022-03-30, absent 2022-12-21)Dec 21, 2022 · Control person left · inference
- Crescent Capital Group Lp reported RAUM $39.7B, up 28% from $30.9B (2021-11-02 to 2022-03-30)Mar 30, 2022 · RAUM change · derived
- David Robert Beyer (Member) no longer on Schedule A of Crescent Capital Group Lp (listed 2020-05-20, absent 2021-02-08)Feb 8, 2021 · Control person left · inference
- Pusey George Hawley (General Counsel) no longer on Schedule A of Crescent Capital Group Lp (listed 2020-05-20, absent 2021-02-08)Feb 8, 2021 · Control person left · inference
Across DFX
shared identifiers only, never a name match
- Crescent Capital Group LP · Independent Sponsorsshared crd · capital_provider
- Crescent Capital Group LP · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/crescent-capital-groupreportedpublic record, Form ADV, Sep 17, 2026
- Website
- CRESCENTCAP.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 310-235-5900reportedpublic record, Form ADV, May 21, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026