Crow Holdings Capital Partners, L.L.C. (Dallas)


Crow Holdings Capital Partners, L.L.C. is a large advisory firm based in Dallas. It manages $12.76 billion of regulatory assets for 986 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of Oklahoma and Texas.

Crow Holdings Capital Partners, L.L.C provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, selection of other advisers, and general business consulting for certain clients. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Crow Holdings Capital Partners, L.L.C: assets under management

The assets under management (AUM) of Crow Holdings Capital Partners, L.L.C. is $12.76 billion. The firm's AUM has grown by 599% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $11.96 billion in discretionary accounts and $792.22 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $31.07 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.32 million.
Crow Holdings Capital Partners, L.L.C has custody of $312.72 million in cash and securities for 54 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in state and local bonds the most. They account for 39% of the total AUM. The second-largest asset type is pooled investment vehicles, which make up 17% of the firm’s portfolio. Investments in cash and cash equivalents form 15% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Crow Holdings Capital Partners, L.L.C. for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Crow Holdings Capital Partners, L.L.C serves?

The firm provides services to individuals, high net worth individuals, and pooled investment vehicles. The largest group of clients of Crow Holdings Capital Partners, L.L.C is pooled investment vehicles with 20 clients and $11.05 billion of assets under management. Among the 9 most similar advisory firms, Crow Holdings Capital Partners, L.L.C has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $12.76 billion for 88 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Crow Holdings Capital Partners, L.L.C also advises several private funds. Namely, twenty nine hedge funds. The minimum investment commitment required of non-related persons ranges from $0 to $25,000,000.

Careers at Crow Holdings Capital Partners, L.L.C.

The company employs 139 people that are either part- or full-time employees. 85 percent of the employees work as investment advisers or researchers. 27 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
L.P. Crow Family Holdings Realty Management General partner of crow family holdings realty advisors, l.p. (relying advisor) 1 Sep 1997 Other 75-2727418
L.P. Crow Holdings Realty Management Iv General partner of crow holdings realty advisors iv, l.p. (relying advisor) 1 Oct 2005 Other 20-3647278
L.P. Crow Holdings Realty Management V General partner of crow holdings realty advisors v, l.p. (relying advisor) 1 Jul 2007 Other 26-0655629
L.P. Maple Avenue Capital Investors Member 1 Jan 2011 50% - 75% 27-4076736
L.P. Oak Lawn Capital Management Member 1 Jan 2011 25% - 50% 27-4076597
Carlos Dean Rainwater Vice president 1 Jan 2011 Other 5928651
Robert Arthur Mcclain Vice president 1 Jan 2011 Other 5928652
Daniel Francis Feeney Vice president 1 Jan 2011 Other 5928653
Michael Richard Silverman Vice president 1 Jan 2011 Other 5928655
Kirk Lynn Rimer Vice president 1 Jan 2011 Other 2050532
George Michael Kevin Bryant Vice president & secretary 1 Jan 2011 Other 5928656
Anne Lewis Raymond President, crow holdings capital partners, l.l.c. 1 Jan 2011 Other 5928657
Christopher Nmn Bafo Vice president 1 Jan 2011 Other 5928654
James Conrad Morrison Chief compliance officer 1 May 2011 Other 3076014
L.P. Crow Holdings Realty Management Vi General partner of crow holdings realty advisors vi, l.p. (relying advisor) 1 Mar 2012 Other 90-0784743
Kevin Troy Sedwick Vice president 1 May 2013 Other 2862980
John Dodge Carter Vice president 1 Mar 2014 Other 6311706
L.P. Crow Holdings Realty Management Vii General partner of crow holdings realty advisors vii, l.p. (relying advisor) 1 Aug 2014 Other 38-3938446
L.P. Crow Holdings Retail Management I General partner of crow holdings retail advisors i, l.p. (relying advisor) 1 Sep 2014 Other 37-1765696
L.P. Ch Fund Vii Investors Limited partner of crow holdings realty advisors vii, l.p. (relying advisor) 1 Oct 2014 75% - 100% 47-2208851
L.P. Ch Retail Fund I Investor Limited partner of crow holdings retail advisors i, l.p.(relying advisor) 1 Dec 2014 75% - 100% 47-2529968
Anne Lewis Raymond Member, fund vii managers, l.l.c. (general partner, crow holdings realty partners cayman vii-b, l.p.) 1 Jan 2015 75% - 100% 5928657
L.L.C. Crow Holdings Managers Manager of daniel island investment partners gp, llc 1 May 2015 Other 810603995
Lp Cfh Realty Investors Member of daniel island investment partners gp, llc 1 May 2015 75% - 100% 752743533
Jared Landresse Johnson Vice president 1 May 2015 Other 2757905
Anne Lewis Raymond Member, fund vii managers, l.l.c. (general partner of crow holdings realty partners investor vii-b, l.p.) 1 Nov 2015 75% - 100% 5928657
L.L.C. (Relying Advisor) Fund Vii Managers Crow holdings realty partners investor vii-b, l.p. 1 Dec 2015 75% - 100% 35-2547364
L.P. Crow Holdings Realty Partners Investor Vii B Fund vii managers, l.l.c. (relying advisor) 1 Dec 2015 75% - 100% 35-2547364
Ben Chauncey Doherty Vice president 1 Jan 2016 Other 6631630
L.P. Crow Holdings Retail Management Ii General partner of crow holdings retail advisors ii, l.p.(relying advisor) 1 Jul 2016 Other 32-0497619
L.P. Crow Holdings Limited partner of crow holdings retail advisors ii, l.p. (relying advisor) 1 Jul 2016 75% - 100% 75-2518789
L.P. Ch Multi Family Bth Management General partner of ch multi-family bth advisors, l.p. 1 Jul 2016 Other 35-2562947
Jonathon Coe Juracek Vice president 1 Jul 2016 Other 6275165
L.P. Crow Holdings Realty Management Viii General partner of crow holdings realty advisors viii, l.p. 1 Jul 2016 Other 36-4842018
L.P. Crow Holdings Self Storage Management General partner of crow holdings self-storage advisors, l.p. 1 Jul 2017 Other 32-0520734
L.P. Crow Holdings Limited partner of crow holdings self-storage advisors, l.p. 1 Jul 2017 75% - 100% 75-2518789
Robert Arthur Mcclain Co-chief executive officer 1 Nov 2017 Other 5928652
Michael Richard Silverman Co-chief executive officer 1 Nov 2017 Other 5928655
Anne Lewis Raymond Vice president 1 Nov 2017 Other 5928657
Michael Paul Levy Vice president 1 Nov 2017 Other 2156468
Rodney L Whitley Vice president 1 Sep 2018 Other 7037875
Tiffani A Heidebrecht Vice president 1 Sep 2018 Other 7037889
Gillian Sutton Cho Vice president 1 Jan 2019 Other 6962827

Indirect Owners

The SEC currently registers 35 indirect owners.

Name Entity Date acquired Ownership Employer ID
Inc. Crow Family General partner 1 Dec 1993 Other 75-2518788
Inc. Crow Family General partner 1 Oct 1994 Other 75-2518788
L.P. Crow Realty Investors Limited partner 1 Sep 1997 75% - 100% 75-2574576
L.L.C. Crow Holdings Managers General partner 1 May 1998 Other 81-0603995
L.L.C. Crow Holdings Managers General partner 1 Oct 2005 Other 81-0603995
L.P. Crow Realty Investors Limited partner 1 Oct 2005 75% - 100% 75-2574576
L.P. Ch Fund V Investor Limited partner 1 Jul 2007 75% - 100% 26-1093842
L.P. Harlan R. Crow Family Branch Partnership Limited partner 1 Dec 2007 25% - 50% 26-1467051
L.P. Trammell S. Crow Family Branch Partnership Limited partner 1 Dec 2007 25% - 50% 26-1507671
Anne Lewis Raymond Member 1 Jul 2010 75% - 100% 5928657
L.L.C. Fund V Managers General partner 1 Aug 2010 Other 27-3238332
L.P. Trammell S. Crow Family Branch Partnership Partner 1 Nov 2010 25% - 50% 26-1507671
L.P. Harlan R. Crow Family Branch Partnership Partner 1 Nov 2010 25% - 50% 26-1467051
L.L.C. Maple Capital Managers General partner 1 Nov 2010 Other 27-4076228
Inc. Oak Lawn Capital Advisors General partner 1 Nov 2010 Other 27-4076509
L.P. Maple Avenue Capital Management Partner 1 Nov 2010 75% - 100% 27-4076328
George Michael Kevin Bryant Shareholder 1 Nov 2010 50% - 75% 5928656
Anne Lewis Raymond Shareholder 1 Nov 2010 50% - 75% 5928657
L.L.C. Cfhs Manager 1 Feb 2011 Other 752738214
L.L.C. Fund Vi Managers General partner 1 Jan 2012 Other 36-4721731
George Michael Kevin Bryant Member 1 Jan 2012 75% - 100% 5928656
L.P. Ch Fund Vi Investors Limited partner 1 Mar 2012 75% - 100% 90-0784859
L.L.C. Fund Vii Managers General partner 1 Aug 2014 Other 47-1697496
Anne Lewis Raymond Member 1 Sep 2014 75% - 100% 5928657
L.L.C. Retail Managers I General partner 1 Sep 2014 Other 47-1905306
L.P. Ch Fund Vii Investor Limited partner 1 Nov 2014 75% - 100% 00-0000000
Anne Lewis Raymond Member 1 Nov 2014 75% - 100% 5928657
L.P. Crow Holdings Limited partner 1 Dec 2015 75% - 100% 75-2518789
L.L.C. Retail Managers Ii General partner 1 Jul 2016 Other 81-2847322
George Michael Kevin Bryant Member 1 Jul 2016 75% - 100% 5928656
L.L.C. Ch Multi Family Bth Managers General partner 1 Jul 2016 Other 81-2778241
Anne Lewis Raymond Member 1 Jul 2016 75% - 100% 5928657
L.L.C. Fund Viii Managers General partner 1 Jul 2016 Other 32-0500364
L.L.C. Ch Self Storage Managers General partner 1 Jul 2017 Other 82-0664756
Anne Lewis Raymond Member 1 Jul 2017 75% - 100% 5928657

Based in Dallas

The principal office where Crow Holdings Capital Partners, L.L.C. performs its advisory services is located at 3819 Maple Ave, Dallas, TX 75219 3913, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 214-661-8000 or by fax 214-445-0943. The normal business hours are 8:30-5:30 on Monday - Friday. You can find more information about the New York firm at crowholdingscapital.com.

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