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.
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SEC-registered adviser
C••••••• R••• E••••• L••
Latest filing Mar 31, 2026
First filing on the tape Feb 14, 2012 · 24 filings
SEC status approved since Mar 16, 2012
RAUM
$5.1B
reported, Item 5.F
Discretionary
76%
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
113
34 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
43
reported on Schedule D
History
24 filings and snapshots on the tape
RAUM$5.1B as of Mar 31, 2026
Mar 27, 2013$2.3B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 27, 20130 then
Employees (5.A)113 as of Mar 31, 2026
Mar 27, 201313 then
Private funds43 as of Mar 31, 2026
Mar 27, 20131 then
RAUM +18% over the last fiscal year+4.6% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 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
- $119MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 76%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +18%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, fixed fees, performance-based, otherreportedItem 5.E
- Advisory activities
- 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)
- 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$5.1B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 43reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
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
72 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| G••• 3•••• P•••••••• L• | Real Estate Fund | $829M | 79 | Mar 31, 2022 |
| G• I••••••••• F••• I•• L• | Real Estate Fund | $564M | 52 | Mar 29, 2019 |
| N•••••••• H•••• V•••••••• L••• | Real Estate Fund | $552M | 3 | May 14, 2020 |
| C••••••• R••• E••••• H••••••• L••no longer reported | Real Estate Fund | $535M | 2 | May 14, 2020 |
| G••• F•••••••• L••no longer reported | Real Estate Fund | $534M | 2 | Mar 29, 2018 |
| C••••••• U••••• H•••• P•••••••• L• | Real Estate Fund | $526M | 67 | Mar 31, 2022 |
| G••• A• O••••• V••••••• L• | Real Estate Fund | $440M | 61 | Mar 29, 2024 |
| G• I••••••••• F••• I••• L• | Real Estate Fund | $417M | 90 | Mar 31, 2022 |
| G••• I• I••••••••• L• | Real Estate Fund | $315M | 30 | Mar 29, 2019 |
| C••••••• U••••• H•••• I••••••••• L• | Real Estate Fund | $273M | 85 | Mar 31, 2022 |
| G••• C• P•••••••• L• | Real Estate Fund | $271M | 46 | Mar 31, 2022 |
| G••• H•••• A• A••••• P•••••••• L• | Real Estate Fund | $263M | 20 | Mar 31, 2021 |
| G••• H•••• A• A••••• A•• L•• | Real Estate Fund | $217M | 2 | Mar 31, 2021 |
| U•• B•••••• E••• P•••••••• J• L•• | Real Estate Fund | $180M | 2 | Mar 29, 2024 |
| G••• S••••• O••••• L•no longer reported | Real Estate Fund | $167M | 10 | Mar 29, 2018 |
| N•••••••• M••• H•••••• L•• | Real Estate Fund | $155M | 2 | Mar 29, 2018 |
| G• I••••••••• F••• I• L• | Real Estate Fund | $144M | 36 | Mar 30, 2016 |
| G••• P••••• 1• D••••••••• L••no longer reported | Real Estate Fund | $134M | 3 | Mar 29, 2018 |
| G••• B•••• P•••••• L• | Real Estate Fund | $132M | 24 | Mar 29, 2019 |
| W• V•••••• H•••••• V••• L•• | Real Estate Fund | $125M | 3 | May 14, 2020 |
| 2••• M•••• I••••••• L•• | Real Estate Fund | $98.7M | 4 | Mar 31, 2023 |
| G••• C•••••••• P••••••• L• | Real Estate Fund | $96.9M | 20 | Mar 31, 2023 |
| G••• M•••••• H•••• P•••••••• L• | Real Estate Fund | $95.2M | 22 | Mar 31, 2023 |
| G••• C• S•••••• P••••••• L••no longer reported | Real Estate Fund | $86.3M | 5 | Mar 29, 2019 |
| G••• 2••• C• P••••••• L•• | Real Estate Fund | $74.0M | 3 | Mar 29, 2018 |
| G••• C•• H•••• P•••••••• L• | Real Estate Fund | $72.0M | 31 | Mar 29, 2024 |
| G••• H•••• A• A••••• I••••••••• L• | Real Estate Fund | $70.8M | 7 | Mar 31, 2022 |
| G••• K••• H•••• P•••••••• L• | Real Estate Fund | $65.4M | 43 | Mar 31, 2023 |
| G••• W•••• L• | Real Estate Fund | $65.3M | 6 | Mar 29, 2019 |
| C••••• M•• I••••••• L••no longer reported | Real Estate Fund | $64.8M | 2 | Mar 31, 2015 |
| G••• H•• L•no longer reported | Real Estate Fund | $64.1M | 3 | Mar 29, 2018 |
| G••• S••••• I• P•••••••• L• | Real Estate Fund | $62.6M | 36 | Mar 31, 2023 |
| R••••••••• J•• L•• | Real Estate Fund | $53.3M | 3 | Mar 31, 2022 |
| G••• B••••• H•••• P•••••••• L• | Real Estate Fund | $48.1M | 35 | Mar 29, 2024 |
| S•• I••••••••• P••••••• I•• L• | Real Estate Fund | $42.5M | 2 | May 14, 2020 |
| G••• A• P•••••••• L•no longer reported | Private Equity Fund | $42.4M | 13 | Mar 31, 2021 |
| K••••••••• E•••••••• C•••••••••no longer reported | Real Estate Fund | $42.0M | 6 | Mar 29, 2019 |
| G••• O•••••• H•••• P•••••••• L• | Real Estate Fund | $40.9M | 26 | Mar 29, 2024 |
| C• A••••• I••••••••• L• | Real Estate Fund | $36.1M | 191 | Mar 31, 2022 |
| S•• I••••••••• P•••••••• L• | Real Estate Fund | $33.8M | 2 | Mar 29, 2018 |
Owners and control persons
Schedule A and B, latest filing
- A•••••••• J••••• E• · Ceo/O••••controlsince 06/2016 · owns 10% to 25%
- G•••• J•••• C•••••• · Chairmancontrolsince 02/1998 · owns 50% to 75%
- L•••••••• A•••••• P•••••• · Chief Compliance Officer, Chief Financial Officercontrolsince 12/2017 · owns less than 5%
- S••••••••• C•••••• J••••• · Ceo/O••••controlsince 11/2006 · owns 10% to 25%
- G•••• J•••• C•••••• · Trusteecontrolsince 11/2010 · owns 75% or more of J••• C• G••• 2••• F••••• T••••
Entity owners
- J•• 2••• H•••••••• L• · O••••direct · owns 50% to 75%
- J•• 2••• M••••••••• L•• · General Partnerindirect · owns F of J•• 2••• H•••••••• L•
- J••• C• G••• 2••• F••••• T•••• · Limited Partnerindirect · owns 75% or more of J•• 2••• H•••••••• L•
Related persons
Schedule D 7.A
- C••••••• U••••• G• L••pooled vehicle sponsorn
- G••• C•••••• M••••••••• L••pooled vehicle sponsorn
- G••• F•••••• S••••••••• L••investment adviserpooled vehicle sponsorn
- G••• 2••• C• M•••••• L••pooled vehicle sponsorn
- G••• 2••• M•••• M•••••• L••pooled vehicle sponsorn
- G••• 3•••• G• L••pooled vehicle sponsorn
- G••• A• O••••• V•••••• G• L••pooled vehicle sponsorn
- G••• A••••••••• H•••• G• L••pooled vehicle sponsorn
- G••• B••••• H•••• G• L••pooled vehicle sponsorn
- G••• B•••••• E••• M•••••• L••pooled vehicle sponsorn
- G••• B•••• P••••• G• L••pooled vehicle sponsorn
- G••• C•• H•••• G• L••pooled vehicle sponsorn
- G••• C• G• L••pooled vehicle sponsorn
- G••• C•••••••• G• L••pooled vehicle sponsorn
- G••• D••••• H•••• G• L••pooled vehicle sponsorn
- G••• G• I• L••pooled vehicle sponsorn
- G••• G• I•• L••pooled vehicle sponsorn
- G••• G• I•• L••pooled vehicle sponsorn
- G••• H•••• A• A••••• G• L••pooled vehicle sponsorn
- G••• H•• G• L••pooled vehicle sponsorn
- G••• I• I•••••••• G• L••pooled vehicle sponsorn
- G••• I•• I•••••••• G• L••pooled vehicle sponsorn
- G••• K••• H•••• G• L••pooled vehicle sponsorn
- G••• M•••••• H•••• G• L••pooled vehicle sponsorn
- G••• M• B•••••• G• L••pooled vehicle sponsorn
- G••• N•••••••• G• L••pooled vehicle sponsorn
- G••• N•••••••• L••pooled vehicle sponsorn
- G••• O•••••• H•••• G• L••pooled vehicle sponsorn
- G••• R••••••••• M•••••• L••pooled vehicle sponsorn
- G••• S••••• I• G• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Dallas, TX10 employees
- Denver, CO9 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- discretionary share shiftChange between filings · filing Mar 31, 2026discretionary share of RAUM moved from 48.0% to 76.0% between the annual amendments of 2025-03-31 and 2026-03-31peers: ASSET_M••••••, $5B to $20B (684)
What changed
consecutive filings, newest first
- Accounts · 37 to 43Mar 31, 2025 to Mar 31, 2026
- Advisory employees · 35 to 34Mar 31, 2025 to Mar 31, 2026
- Pooled vehicle clients · 37 to 43Mar 31, 2025 to Mar 31, 2026
- Employees · 97 to 113Mar 31, 2025 to Mar 31, 2026
- Private funds · 37 to 43Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $2.1B to $3.9BMar 31, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $2.2B to $1.2BMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $4.3B to $5.1BMar 31, 2025 to Mar 31, 2026
- RAUM · $4.3B to $5.1BMar 31, 2025 to Mar 31, 2026
- Advisory employees · 33 to 35May 10, 2024 to Mar 31, 2025
- Employees · 99 to 97May 10, 2024 to Mar 31, 2025
- Financial planning clients · unset to May 10, 2024 to Mar 31, 2025
- Discretionary RAUM · $2.2B to $2.1BMay 10, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $2.5B to $2.2BMay 10, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $4.7B to $4.3BMay 10, 2024 to Mar 31, 2025
- RAUM · $4.7B to $4.3BMay 10, 2024 to Mar 31, 2025
- Accounts · 35 to 37Nov 30, 2023 to Mar 29, 2024
- Advisory employees · 31 to 33Nov 30, 2023 to Mar 29, 2024
- Pooled vehicle clients · 35 to 37Nov 30, 2023 to Mar 29, 2024
- Employees · 96 to 99Nov 30, 2023 to Mar 29, 2024
- Private funds · 35 to 37Nov 30, 2023 to Mar 29, 2024
- Discretionary RAUM · $2.0B to $2.2BNov 30, 2023 to Mar 29, 2024
- Non-discretionary RAUM · $1.9B to $2.5BNov 30, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $3.9B to $4.7BNov 30, 2023 to Mar 29, 2024
- RAUM · $3.9B to $4.7BNov 30, 2023 to Mar 29, 2024
- Accounts · 36 to 35Mar 31, 2023 to Jun 22, 2023
- Pooled vehicle clients · 36 to 35Mar 31, 2023 to Jun 22, 2023
- Private funds · 36 to 35Mar 31, 2023 to Jun 22, 2023
- Discretionary RAUM · $2.6B to $2.0BMar 31, 2023 to Jun 22, 2023
- Pooled vehicle RAUM · $4.5B to $3.9BMar 31, 2023 to Jun 22, 2023
- RAUM · $4.5B to $3.9BMar 31, 2023 to Jun 22, 2023
- Accounts · 38 to 36Aug 30, 2022 to Mar 31, 2023
- Advisory employees · 29 to 31Aug 30, 2022 to Mar 31, 2023
- Pooled vehicle clients · 38 to 36Aug 30, 2022 to Mar 31, 2023
- Employees · 107 to 96Aug 30, 2022 to Mar 31, 2023
- Private funds · 38 to 36Aug 30, 2022 to Mar 31, 2023
- Discretionary RAUM · $2.7B to $2.6BAug 30, 2022 to Mar 31, 2023
- Non-discretionary RAUM · $2.2B to $1.9BAug 30, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $4.8B to $4.5BAug 30, 2022 to Mar 31, 2023
- RAUM · $4.8B to $4.5BAug 30, 2022 to Mar 31, 2023
Signals
5 dated events
- Suzanne Stevens (Chief Financial Officer) no longer on Schedule A of C••••••• R••• E••••• L•• (listed 2022-08-30, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- C••••••• R••• E••••• L•• reported RAUM $4.9B, up 32% from $3.7B (2021-03-31 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- Wesley Mark Collier (Senior Vice President - Finance, Chief Compliance Officer) no longer on Schedule A of C••••••• R••• E••••• L•• (listed 2019-03-29, absent 2020-05-14)May 14, 2020 · Control person left · inference
- C••••••• R••• E••••• L•• reported RAUM $2.8B, up 76% from $1.6B (2017-04-01 to 2018-03-29)Mar 29, 2018 · RAUM change · derived
- G••• C•••••• P•••••••• L• reported succeeding to the business of Another Adviser (Form ADV Item 4)Dec 22, 2016 · Succession (Item 4) · fact
Across DFX
shared identifiers only, never a name match
- C••••••• R••• E••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/crescentrealestatellcreportedpublic record, Form ADV, Sep 18, 2026
- Website
- C•••••••.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 817-321-2100reportedpublic record, Form ADV, Mar 31, 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
Across the graphs
C••••••• R••• E••••• L•• 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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