Crescent Hill Partners provides financial planning, portfolio management for individuals and small businesses, pension consulting, education planning, and tax planning. Financial planning was provided to 26–50 clients last fiscal year.
Crescent Hill Partners reports 185 clients. They include 152 individual clients, 31 high-net-worth individuals, and 2 pension and profit-sharing plans. Of its assets, 38.4% ($115M across 250 accounts) are managed with discretion; $184M across 131 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 82% | 12% |
| High-net-worth individuals | 17% | 83% |
| Pension and profit-sharing plans | 1% | 5% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 152 | $35.2M | 11.8% | $232K |
| High-net-worth individuals | 31 | $249M | 83.2% | $8.02M |
| Pension and profit-sharing plans | Fewer than 5 | $14.9M | 5.0% | $7.47M |
| Total | 185 | $299M | 100% | — |
- Clients
- 152
- Regulatory AUM
- $35.2M
- AUM share
- 11.8%
- Avg. per client
- $232K
- Clients
- 31
- Regulatory AUM
- $249M
- AUM share
- 83.2%
- Avg. per client
- $8.02M
- Clients
- Fewer than 5
- Regulatory AUM
- $14.9M
- AUM share
- 5.0%
- Avg. per client
- $7.47M
Total
- Clients
- 185
- Regulatory AUM
- $299M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Crescent Hill Partners charges 0.70%–0.85% a year for its PAM. Each asset band is charged at its own rate. The fee is billed in advance. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$100K | 0.85% |
| $100K–$200K | 0.85% |
| $200K–$300K | 0.75% |
| $300K and above | 0.70% |
Fee details and sources
Other fees
- Financial Counseling
- Financial counseling is charged between $5,000 and $50,000 depending on complexity, paid in advance and negotiable, with a $5,000 minimum fee that may be waived.
Raymond Martin owns 75% or more of Crescent Hill Partners. It has 1 employee.
Leadership
- Raymond MartinCCO
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
- Raymond NMN Martin
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Crescent Hill Partners LLC
Raymond Martin
Control person · since November 2012
Crescent Hill Partners’ regulatory assets grew from $262M (February 2021) to $299M (January 2026); clients fell from 279 to 185 and employees were 1 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| January 2026 | $299M | 185 | 1 | 1 |
| January 2025 | $334M | 195 | 1 | 1 |
| January 2024 | $292M | 211 | 1 | 1 |
| January 2023 | $254M | 219 | 1 | 1 |
| February 2022 | $296M | 228 | 1 | 1 |
| February 2021 | $262M | 279 | 1 | 1 |
Besides its headquarters, Crescent Hill Partners has 0 offices, with 1 listed address in New York.
New York · 1 listed address
- 40 Long Alley, Saratoga SpringsHQ
Contact and registration details
- Legal name
- Crescent Hill Partners LLC
- Headquarters
- 40 Long Alley, Saratoga Springs, NY 12866
- Website
- Not reported
- Phone
- 866-744-3705
- SEC file
- 801-77562
- Founded
- 2012
- Structure
- New York LLC
- Fiscal year end
- December
Crescent Hill Partners uses Fidelity ($284M) as custodian for its separately managed accounts. Crescent Hill Partners does not have custody of client assets.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $284M100%
At year end, Crescent Hill Partners’ separately managed accounts were mostly in funds (71%) and bonds (11%).
What the accounts hold
- Stocks8%
- Funds71%
- Registered funds70%
- Pooled vehicles1%
- Bonds11%
- State and local bonds6%
- Investment grade corporate bonds5%
- Cash10%
How many clients does Crescent Hill Partners have?
Crescent Hill Partners has 185 clients and manages $299 million for them, as of January 2026. They include 152 individual clients, 31 high-net-worth individuals, and 2 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 8 January 2026
What services does Crescent Hill Partners offer?
Crescent Hill Partners provides financial planning, portfolio management for individuals and small businesses, pension consulting, education planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Crescent Hill Partners charge?
Crescent Hill Partners charges 0.70%–0.85% a year for its PAM. Each asset band is charged at its own rate. The fee is billed in advance.
Which custodians does Crescent Hill Partners use?
Crescent Hill Partners’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $284M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 8 January 2026
How many financial advisors does Crescent Hill Partners have?
Crescent Hill Partners has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Crescent Hill Partners invest in?
At the end of its last fiscal year, Crescent Hill Partners’ separately managed accounts held 70% registered funds (mutual funds, ETFs, BDCs), 10% cash and equivalents, 8% exchange-traded equities, 6% state and local bonds, 5% investment grade corporate bonds and 1% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Crescent Hill Partners?
Crescent Hill Partners’ direct owner is Raymond Martin (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 8 January 2026
How does Crescent Hill Partners get paid?
Crescent Hill Partners is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Crescent Hill Partners?
Crescent Hill Partners’ main office is at 40 Long Alley, Saratoga Springs, NY 12866. Its phone number is 866-744-3705.