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••••••• C•• N• A•••••••• L••
Latest filing Mar 30, 2026
First filing on the tape Nov 21, 2022 · 4 filings
SEC status approved since Jan 3, 2023
RAUM
$1.1B
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
0
0 advisory (5.B.1)
Offices
5
beyond the principal office
Private funds
0
reported on Schedule D
History
4 filings and snapshots on the tape
RAUM$1.1B as of Mar 30, 2026
Mar 28, 2024$149M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 28, 20240 then
Employees (5.A)0 as of Mar 30, 2026
Mar 28, 20240 then
Private funds: no history
RAUM +218% over the last fiscal yearIARs 0 to 0offices 4 to 5
Practice profile
derived from the filing of Mar 30, 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
- $1.1BderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%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
- +218%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 investment companiesreportedItem 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1reported
- 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=1.0 institutional_share=0.0 related_bd=true related_bank=true 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
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- B••••••• E•••• G••••• · Chief Compliance Officercontrolsince 10/2022 · owns less than 5%
- B••••••• R••••••• F•••••••• · Presidentcontrolsince 01/2023 · owns less than 5%
- B••••• K••••• · Chief Financial Officercontrolsince 01/2023 · owns less than 5%
- H•••• E•••• R••••• · Chief Executive Officercontrolsince 01/2023 · owns less than 5%
- H•••••• G•••••• P•••• · G•••••• Counselcontrolsince 10/2022 · owns less than 5%
- A••••••••• M•••• L•••• · Membercontrolsince 12/2011 · owns 25% to 50% of C••••••• C•••••• G•••• H••••••• L•
- A••••••••• M•••• L•••• · Membercontrolsince 05/2010 · owns 25% to 50% of C••••••• C•••••• G• L••
- C•••••• J•••••••• · Membercontrolsince 05/2010 · owns 25% to 50% of C••••••• C•••••• G• L••
- C•••••• J•••••••• · Membercontrolsince 12/2011 · owns 25% to 50% of C••••••• C•••••• G•••• H••••••• L•
Entity owners
- C••••••• C•••••• G•••• L• · Member / Managing Memberdirect · owns 75% or more
- C••••••• C•••••• G• L•• · G•••••• Partnerindirect · owns F of C••••••• C•••••• G•••• H••••••• L•
- C••••••• C•••••• G•••• G• L•• · G•••••• Partnerindirect · owns F of C••••••• C•••••• G•••• L•
- C••••••• C•••••• G•••• H••••••• L• · L•••••• Partnerindirect · owns 25% to 50% of C••••••• C•••••• G•••• L•
- S•• L••• ••••• H••••• 2••• I••• · Memberindirect · owns 50% to 75% of C••••••• C•••••• G•••• L•
- S•• L••• 2••••• F•••••••• C•••• · Ownerindirect · owns 75% or more of S•• L••• A•••••••• C•••••• O• C••••• • U••• O••••••••• H•••••••• I•••
- S•• L••• A•••••••• C•••••• O• C••••• • U••• O••••••••• H•••••••• I••• · Ownerindirect · owns 75% or more of S•• L••• ••••• H••••• 2••• I•••
- S•• L••• F•••••••• I••• · Ownerindirect · owns 75% or more of S•• L••• G••••• I••••••••• I••• · public reporting company
- S•• L••• G••••• I••••••••• I••• · Ownerindirect · owns 75% or more of S•• L••• 2••••• F•••••••• C••••
Related persons
Schedule D 7.A
- A••••••• A•••• M••••••••• I•••broker-dealerinvestment advisernRAUM $2.2B
- B••••••••• ••••••• L•••••• P•••••••••n
- B••••••••• ••••• L•••••• P•••••••••investment adviserinvestment companynRAUM $24B
- B••••••••• R••• E••••• U• L••broker-dealern
- B••••••••• S•••••••• C•••••• P•••••••investment adviserbanknRAUM $3.5B
- B•• U• R••• E••••• L•investment advisernRAUM $24B
- C•• F••• I• G•• L••pooled vehicle sponsorn
- C•• F••• I•• G•• L••pooled vehicle sponsorn
- C••• G•••••• P•••••• L••pooled vehicle sponsorn
- C••••••• C•• A•••••••• L••investment adviserbanknRAUM $1.8B
- C••••••• C•••••• G•••• H••• I••••• B• L••pooled vehicle sponsorn
- C••••••• C•••••• G•••• H••• I••••• L••pooled vehicle sponsorn
- C••••••• C•••••• G•••• L•investment adviserbankyRAUM $50B
- C••••••• C••••• E••••• L••investment advisern
- C••••••• C••••• O••••••••• G•• S•• R•••pooled vehicle sponsorn
- C••••••• C••••• O••••••••• L••pooled vehicle sponsorn
- C••••••• C••••• S•••••••• V•••• L••pooled vehicle sponsorn
- C••••••• D••••• L•••••• M••••••••• L••investment advisern
- C••••••• D••••• L•••••• S•••• L••pooled vehicle sponsorn
- C••••••• D••••• L•••••• S•• M••••••••• L••investment advisern
- C••••••• D••••• L••••••• L••••••• L••pooled vehicle sponsorn
- C••••••• D••••• L••••••• L••pooled vehicle sponsorn
- C••••••• E••••••• S•••••••• L•••••• I• L••pooled vehicle sponsorn
- C••••••• E••••••• S•••••••• L•••••• I•• L••pooled vehicle sponsorn
- C••••••• E••••••• S•••••••• L•••••• L••pooled vehicle sponsorn
- C••••••• E••••••• S•••••••• L••• S•••••••investment advisern
- C••••••• G••••• C•• M••••••••• L••• M••••••••• S•••••investment advisern
- C••••••• M•••••••• V•• L••pooled vehicle sponsorn
- C••••••• M•••••••• V••• L••pooled vehicle sponsorn
- C••••••• P•••••• C••••• P••••••• M••••••••• L••investment advisern
Advisers that list C••••••• C•• N• A•••••••• L•• as a related person
Offices
Schedule D 1.F, the 25 largest
- New York, NY1 employees
- Boston, MA1 employees
- Chicago, IL1 employees
- London, United Kingdom1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM up 50 %Change between filings · filing Mar 30, 2026RAUM (Item 5.F) moved from $348,035,982 to $1,108,150,200 (+218.0%) between the annual amendments of 2025-03-31 and 2026-03-30; the peer median change was +11.0% (1368 comparable advisers, 98.0th percentile of changes)peers: asset managers, $1B to $5B (1,368) · 98% percentile
What changed
consecutive filings, newest first
- Other offices · 4 to 5Mar 31, 2025 to Mar 30, 2026
- Discretionary RAUM · $348M to $1.1BMar 31, 2025 to Mar 30, 2026
- RAUM · $348M to $1.1BMar 31, 2025 to Mar 30, 2026
- Financial planning clients · unset to Mar 28, 2024 to Mar 31, 2025
- Discretionary RAUM · $149M to $348MMar 28, 2024 to Mar 31, 2025
- RAUM · $149M to $348MMar 28, 2024 to Mar 31, 2025
- Accounts · unset to 1.0Nov 21, 2022 to Mar 28, 2024
- Assets in custody · unset to 0.0Nov 21, 2022 to Mar 28, 2024
- Other offices · 3 to 4Nov 21, 2022 to Mar 28, 2024
- Discretionary RAUM · unset to 148667278.0Nov 21, 2022 to Mar 28, 2024
- Non-discretionary RAUM · unset to 0.0Nov 21, 2022 to Mar 28, 2024
- RAUM · unset to 148667278.0Nov 21, 2022 to Mar 28, 2024
Signals
6 dated events
- C••••••• C•• N• A•••••••• L•• reported RAUM $1.1B, up 218% from $348.0M (2025-03-31 to 2026-03-30)Mar 30, 2026 · RAUM change · derived
- C••••••• C•• N• A•••••••• L•• reported RAUM $348.0M, up 134% from $148.7M (2024-03-28 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- Feliciano Raymond Barrios (President) appeared on Schedule A of C••••••• C•• N• A•••••••• L••Mar 28, 2024 · Control person joined · fact
- Robert Eric Hall (Chief Executive Officer) appeared on Schedule A of C••••••• C•• N• A•••••••• L••Mar 28, 2024 · Control person joined · fact
- Kirill Bouek (Chief Financial Officer) appeared on Schedule A of C••••••• C•• N• A•••••••• L••Mar 28, 2024 · Control person joined · fact
- C••••••• C•• N• A•••••••• L•• filed its initial SEC registration (Form ADV)Nov 21, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Website
- crescentprivatecredit.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 310-235-5900reportedpublic record, Form ADV, Mar 30, 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