{"url":"https://nivawealth.com/firms/crescent-hill-partners-166276","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/166276","regulatoryAum":298756272,"crd":"166276","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"1876256","suffix":null,"lastName":"MARTIN","firstName":"RAYMOND","middleName":"NMN"}],"total":1,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-02-11","regulatoryAum":261811274,"clients":279,"employees":1,"offices":1},{"filedOn":"2022-02-10","regulatoryAum":296141081,"clients":228,"employees":1,"offices":1},{"filedOn":"2023-01-19","regulatoryAum":254355494,"clients":219,"employees":1,"offices":1},{"filedOn":"2024-01-17","regulatoryAum":292245546,"clients":211,"employees":1,"offices":1},{"filedOn":"2025-01-15","regulatoryAum":333669808,"clients":195,"employees":1,"offices":1},{"filedOn":"2026-01-08","regulatoryAum":298756272,"clients":185,"employees":1,"offices":1}],"secFileNumber":"801-77562","legalName":"Crescent Hill Partners LLC","displayName":"Crescent Hill Partners","slug":"crescent-hill-partners-166276","website":null,"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":"2012","organization":"New York limited liability company","fiscalYearEnd":"December","headquarters":{"street":"40 Long Alley","city":"Saratoga Springs","state":"NY","stateName":"New York","country":"United States","postalCode":"12866"},"tradeNames":[],"registration":{"secApproved":"29 January 2013","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1550857.0382513662,"staff":{"employees":1,"advisory":1,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":298756272,"discretionary":114717010,"discretionaryAccounts":250,"nonDiscretionary":184039262,"nonDiscretionaryAccounts":131,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":152,"regulatoryAum":35204792},{"label":"High-net-worth individuals","clients":31,"regulatoryAum":248602046},{"label":"Pension and profit-sharing plans","clients":2,"fewerThan5":true,"regulatoryAum":14949434}],"feePrograms":[{"role":"main","program":"PAM","feeBasis":"marginal","fee_tiers":[{"to":100000,"pct":0.85,"from":0},{"to":200000,"pct":0.85,"from":100000},{"to":300000,"pct":0.75,"from":200000},{"to":null,"pct":0.7,"from":300000}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000650","versionId":1000650,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-01-08","documentName":"ADV FORM 2A","fee_rate_low":0.7,"fee_rate_high":0.85,"fee_negotiable":null,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial Counseling","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000650","versionId":1000650,"submittedOn":"2026-01-08","documentName":"ADV FORM 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T09:47:50.657214+00:00","documents":[{"name":"ADV FORM 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000650","versionId":1000650,"submittedOn":"2026-01-08"}]},"custodians":[{"name":"Fidelity Brokerage Services LLC","shortName":"Fidelity","location":"Smithfield, RI","smaAssets":283806839}],"custodyNote":"Crescent Hill Partners does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Raymond Martin","title":"CCO","crd":"1876256"}],"ownership":[{"label":"Raymond Martin","detail":"Cco in the 75% or more ownership band and a control person, since November 2012."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"New York","offices":1,"addresses":[{"street":"40 Long Alley","city":"Saratoga Springs","headquarters":true}]}],"brochureServices":["education planning","tax planning"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"866-744-3705","stateRegisteredReps":1,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services"],"financialPlanningClients":"26-50","assetMix":[{"label":"Exchange-traded equity securities","percent":8},{"label":"U.S. state and local bonds","percent":6},{"label":"Investment grade corporate bonds","percent":5},{"label":"Securities issued by registered investment companies or business development companies","percent":70},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":1},{"label":"Cash and cash equivalents","percent":10}],"privateFunds":0},"sources":{"adv1FilingDate":"8 January 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/166276/PDF/166276.pdf","brochureDate":"8 January 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1000650","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Crescent Hill Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Crescent Hill Partners offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Crescent Hill Partners charge?","answer":"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.","source":"ADV FORM 2A, filed 8 January 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Crescent Hill Partners use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Crescent Hill Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Crescent Hill Partners invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Crescent Hill Partners?","answer":"Crescent Hill Partners’ direct owner is Raymond Martin (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 8 January 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Crescent Hill Partners get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Crescent Hill Partners?","answer":"Crescent Hill Partners’ main office is at 40 Long Alley, Saratoga Springs, NY 12866. Its phone number is 866-744-3705.","source":"Form ADV Part 1A, Item 1.F, filed 8 January 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}