Crescent Capital Consulting is an investment advisor in New Orleans with $1.20 bn assets under management.
Company profile
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
273210861
SEC advisor number
801-71795
FINRA CRD number
154925
AUM ?
$1.20 bn
(as of 19 Jan 22)
Accounts
842
(as of 19 Jan 22)
Employees
18
(15 investment advisory or research)
Office hours
Monday - Friday, 8:00AM - 5:00PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Wisdom, Andrew, Bell | Managing Member, Director & President | 08/2010 | 50-75% |
Zervigon, Luis, Charles | Member, Director, Evp-operations | 08/2010 | 25-50% |
Fitzpatrick, Bryan, W | Member, Director, Evp-development | 02/2014 | < 5% |
Rampart Investments, LLC | Interest Holder | 01/2017 | 10-25% |
Fitzpatrick, Bryan, W | Interest Holder, Managing Member | 01/2017 | > 75% |
Grace, Sheridan, Barnes | Chief Compliance Officer | 05/2018 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
18 Jan 22
13F-HR
Quarterly holdings report by institutional manager
12 Oct 21
13F-HR
Quarterly holdings report by institutional manager
15 Jul 21
13F-HR
Quarterly holdings report by institutional manager
15 Apr 21
13F-HR
Quarterly holdings report by institutional manager
19 Jan 21