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
Crow Holdings Capital
Legal name Crow Holdings Capital Partners, L.L.C.
Latest filing May 1, 2026
First filing on the tape Mar 30, 2012 · 85 filings
SEC status approved since Jun 14, 2011
RAUM
$14B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
9
registered through the firm on IAPD
RAUM per advisor
$1.6B
derived; firm RAUM over IAPD count
Employees
166
92 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
28
reported on Schedule D
History
85 filings and snapshots on the tape
RAUM$14B as of May 1, 2026
Mar 30, 2012$2.8B then
HNW client RAUM$0 as of May 1, 2026
Mar 30, 2018$1.4B then
State-registered IARs (5.B.3)0 as of May 1, 2026
Mar 30, 20120 then
Employees (5.A)166 as of May 1, 2026
Apr 1, 201354 then
Private funds28 as of May 1, 2026
Mar 30, 20128 then
RAUM n/a over the last fiscal year+1.5% a year over three
Practice profile
derived from the filing of May 1, 2026; every figure names its basis
- RAUM per advisor
- $1.6BderivedRAUM 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
- $760MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 1.9%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 18.4derivedItem 5.A over advisors
- Advisors per office
- 4.5derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween 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 vehiclesreportedItem 5.G
- 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)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- 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$14B98%
- Pension and profit-sharing plans$281M1.9%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 19reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.98 institutional_share=0.02 related_bd=true related_bank=true bd_reps=12.0derived
Advisors registered through the firm
9 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Anne Lewis Raymond | Dallas, Tx | Jun 16, 2011 | 15 y | 0 |
| Carlos Dean Rainwater | Dallas, Tx | Jun 16, 2011 | 15 y | 0 |
| Robert Arthur Mcclain | Dallas, Tx | Jun 16, 2011 | 15 y | 0 |
| Daniel Francis Feeney | Dallas, Tx | Jun 16, 2011 | 15 y | 0 |
| George Michael Kevin Bryant | Dallas, Tx | Jun 16, 2011 | 15 y | 0 |
| James Conrad Morrison | Dallas, Tx | Jul 26, 2011 | 28 y | 3 |
| Jonathon Coe Juracek | Dallas, Tx | Dec 6, 2013 | 15 y | 0 |
| Susan Elsener Bailey | Dallas, Tx | Dec 6, 2013 | 18 y | 0 |
| John Dodge Carter | Dallas, Tx | Mar 19, 2014 | 15 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Braden Ryan Cole to True North Advisors, LLCNov 11, 2019 · Other
- Michael Richard Silverman to Cresset Asset Management, LLCNov 11, 2019 · Other
- Allison K Flume to Angeles Family OfficeNov 11, 2019 · Other
- Tyler Shane Bethea to Cresset Asset Management, LLCNov 11, 2019 · Other
- Matthew Robert Ogle to Phoenix Capital Realty Advisors, LLCMar 21, 2017 · Other
Joined, latest
- Braden Ryan Cole from Rgt Wealth AdvisorsMay 25, 2017 · Other
- Tyler Shane Bethea from J.P. Morgan Securities LLCDec 16, 2016 · Other
- Matthew Robert Ogle from Credit Suisse Securities (USA) LLCOct 2, 2012 · Other
- James Conrad Morrison from Harbert Fund Advisors, LLCJul 26, 2011 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 2 left for Cresset Asset Management, LLCNov 11, 2019 · Dallas, Tx
Private funds
34 reported on Schedule D 7.B.(1)
Owners and control persons
Schedule A and B, latest filing
- Kevin George Michael Bryant · Vice President & Secretarycontrolsince 01/2011 · owns less than 5%
- Milad Mark Hasbani · Chief Compliance Officercontrolsince 11/2021 · owns less than 5%
- Paul Michael Levy · Vice Presidentcontrolsince 11/2017 · owns less than 5%
- Arthur Robert Mcclain · Chief Executive Officer & Presidentcontrolsince 11/2017 · owns less than 5%
- Kevin George Michael Bryant · Shareholdercontrolsince 11/2010 · owns 50% to 75% of Oak Lawn Capital Advisors, Inc.
- Lewis Anne Raymond · Shareholdercontrolsince 11/2010 · owns 50% to 75% of Oak Lawn Capital Advisors, Inc.
- Dodge John Carter · Vice Presidentsince 03/2014 · owns less than 5%
- Coe Jonathon Juracek · Vice Presidentsince 07/2016 · owns less than 5%
- Dean Carlos Rainwater · Vice Presidentsince 01/2011 · owns less than 5%
- Lewis Anne Raymond · Vice Presidentsince 11/2017 · owns less than 5%
- Ann Cynthia Silverthorn · Chief Financial Officersince 08/2020 · owns less than 5%
Entity owners
- Maple Avenue Capital Investors, L.P. · Memberdirect · owns 50% to 75%
- Oak Lawn Capital Advisors, Inc. · Managerdirect · owns 25% to 50%
- Crow Holdings, L.P. · Limited Partnerindirect · owns 75% or more of Maple Avenue Capital Investors, L.P.
- Harlan R. Crow Family Branch Partnership, L.P. · Limited Partnerindirect · owns 25% to 50% of Crow Holdings, L.P.
- Oak Lawn Capital Advisors, Inc. · General Partnerindirect · owns F of Maple Avenue Capital Investors, L.P.
- Trammell S. Crow Family Branch Partnership, L.P. · Limited Partnerindirect · owns 25% to 50% of Crow Holdings, L.P.
Related persons
Schedule D 7.A
- Ch Dof Managers I, L.L.C.bankpooled vehicle sponsorn
- Ch Industrial Bth Advisors I, L.P.bankpooled vehicle sponsorn
- Ch Multi-Family Bth Advisors, L.P.bankpooled vehicle sponsorn
- Ch Realty Income Manager, L.L.C.bankpooled vehicle sponsorn
- Chr Income Fund Managers, L.L.C.bankpooled vehicle sponsorn
- Crow Holdings Development Advisors I, L.P.bankpooled vehicle sponsorn
- Crow Holdings Realty Advisors Ix Co-Invest Gp, L.L.C.bankpooled vehicle sponsorn
- Crow Holdings Realty Advisors Ix, L.P.bankpooled vehicle sponsorn
- Crow Holdings Realty Advisors Vi, L.P.bankpooled vehicle sponsorn
- Crow Holdings Realty Advisors Vii, L.P.bankpooled vehicle sponsorn
- Crow Holdings Realty Advisors Viii, L.P.bankpooled vehicle sponsorn
- Crow Holdings Realty Advisors X Co-Invest Gp, L.L.C.bankpooled vehicle sponsorn
- Crow Holdings Realty Advisors X, L.P.bankpooled vehicle sponsorn
- Crow Holdings Realty Income Advisors, L.P.bankpooled vehicle sponsorn
- Crow Holdings Retail Advisors I, L.P.bankpooled vehicle sponsorn
- Crow Holdings Retail Advisors II, L.P.bankpooled vehicle sponsorn
- Crow Holdings Securities, L.L.C.broker-dealern
- Crow Holdings Self-Storage Advisors, L.P.bankpooled vehicle sponsorn
- Fund Ix Managers, L.L.C.bankpooled vehicle sponsorn
- Fund Vii Managers, L.L.C.bankpooled vehicle sponsorn
- Fund Viii Managers, L.L.C.bankpooled vehicle sponsorn
- Fund X Managers, L.L.C.bankpooled vehicle sponsorn
Advisers that list Crow Holdings Capital as a related person
- 297205 n
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Dallas, Tx · principal | 9 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Boston, MA2 employees
- New York, NY2 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- high employee count relative to advisorsStatic outlier · filing May 1, 2026employees per registered advisor of 18.4 against a peer median of 2.7 (40 comparable advisers, 100.0th percentile, 11.7 robust deviations)peers: asset managers, $5B to $20B (40) · 100% percentile
What changed
consecutive filings, newest first
- Accounts · 18 to 19Feb 6, 2026 to Mar 31, 2026
- Advisory employees · 84 to 92Feb 6, 2026 to Mar 31, 2026
- Pooled vehicle clients · 16 to 17Feb 6, 2026 to Mar 31, 2026
- Employees · 152 to 166Feb 6, 2026 to Mar 31, 2026
- Private funds · 26 to 28Feb 6, 2026 to Mar 31, 2026
- Discretionary RAUM · $14B to $14BFeb 6, 2026 to Mar 31, 2026
- Non-discretionary RAUM · $260M to $45.8MFeb 6, 2026 to Mar 31, 2026
- Pension RAUM · $613M to $281MFeb 6, 2026 to Mar 31, 2026
- Pooled vehicle RAUM · $13B to $14BFeb 6, 2026 to Mar 31, 2026
- RAUM · $14B to $14BFeb 6, 2026 to Mar 31, 2026
- Private funds · 25 to 26May 1, 2025 to Nov 20, 2025
- Accounts · 17 to 18Jul 16, 2024 to May 1, 2025
- Advisory employees · 82 to 84Jul 16, 2024 to May 1, 2025
- BD registered reps · 11 to 12Jul 16, 2024 to May 1, 2025
- Pooled vehicle clients · 15 to 16Jul 16, 2024 to May 1, 2025
- Financial planning clients · unset to Jul 16, 2024 to May 1, 2025
- Other offices · 2 to 1Jul 16, 2024 to May 1, 2025
- Private funds · 24 to 25Jul 16, 2024 to May 1, 2025
- Discretionary RAUM · $14B to $14BJul 16, 2024 to May 1, 2025
- Non-discretionary RAUM · $251M to $260MJul 16, 2024 to May 1, 2025
- Pension RAUM · $501M to $613MJul 16, 2024 to May 1, 2025
- Pooled vehicle RAUM · $13B to $13BJul 16, 2024 to May 1, 2025
- RAUM · $14B to $14BJul 16, 2024 to May 1, 2025
- Accounts · 14 to 17Apr 27, 2023 to Mar 29, 2024
- Advisory employees · 79 to 82Apr 27, 2023 to Mar 29, 2024
- BD registered reps · 10 to 11Apr 27, 2023 to Mar 29, 2024
- Pooled vehicle clients · 14 to 15Apr 27, 2023 to Mar 29, 2024
- Employees · 144 to 152Apr 27, 2023 to Mar 29, 2024
- Private funds · 23 to 24Apr 27, 2023 to Mar 29, 2024
- Discretionary RAUM · $14B to $14BApr 27, 2023 to Mar 29, 2024
- Non-discretionary RAUM · $0 to $251MApr 27, 2023 to Mar 29, 2024
- Pension RAUM · $0 to $501MApr 27, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $14B to $13BApr 27, 2023 to Mar 29, 2024
- RAUM · $14B to $14BApr 27, 2023 to Mar 29, 2024
- Advisory employees · 80 to 79May 27, 2022 to Mar 30, 2023
- BD registered reps · 0 to 10May 27, 2022 to Mar 30, 2023
- Employees · 129 to 144May 27, 2022 to Mar 30, 2023
- State-registered IARs · 23 to 0May 27, 2022 to Mar 30, 2023
- Other offices · 1 to 2May 27, 2022 to Mar 30, 2023
- Private funds · 24 to 23May 27, 2022 to Mar 30, 2023
Signals
6 dated events
- Crow Holdings Capital reported 0 state-registered advisory representatives, down from 23 (2022-05-27 to 2023-03-30)Mar 30, 2023 · Advisor headcount change · derived
- Milad Mark Hasbani (Chief Compliance Officer) appeared on Schedule A of Crow Holdings CapitalDec 15, 2021 · Control person joined · fact
- Richard Michael Silverman (Co-Chief Executive Officer & Co-President) no longer on Schedule A of Crow Holdings Capital (listed 2019-08-27, absent 2019-11-11)Nov 11, 2019 · Control person left · inference
- Lynn Kirk Rimer (Vice President) no longer on Schedule A of Crow Holdings Capital (listed 2019-08-27, absent 2019-11-11)Nov 11, 2019 · Control person left · inference
- L Rodney Whitley (Vice President) no longer on Schedule A of Crow Holdings Capital (listed 2019-03-28, absent 2019-04-12)Apr 12, 2019 · Control person left · inference
- A Tiffani Heidebrecht (Vice President) no longer on Schedule A of Crow Holdings Capital (listed 2019-03-28, absent 2019-04-12)Apr 12, 2019 · Control person left · inference
Across DFX
shared identifiers only, never a name match
- Crow Holdings Capital · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/crow-holdings-l.l.c.reportedpublic record, Form ADV, Sep 17, 2026
- Website
- CROWHOLDINGSCAPITAL.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 214-661-8000reportedpublic record, Form ADV, May 1, 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
- $1.6Bderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
Crow Holdings Capital is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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