Crescent Capital Group LP
advisor28 known aliases resolved via the canonical alias map
Market position · 2024
Plans served38-2 YoYRank #510 of mapped providers
Assets under administration$44.0B0.1%Market share · rank #359
Fees received$13MMedian $139,294/planSum across Schedule C direct + indirect
Net wins YoY-46 won · 10 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Crescent Capital Group LP plan look like?
Service mix · median fees per plan
Count of plans where Crescent Capital Group LP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid indirectly by plan; Other investment fees and expensesCode 28 | 30 | $119,223 | |
Investment management; Investment management fees paid directly by plan; Custodial (securities)Code 19 | 6 | $458,259 | |
Investment management fees paid directly by planCode 51 | 1 | $945,397 | |
Investment management fees paid indirectly by planCode 52 | 1 | $73,790 |
Competitor overlap
Percent of Crescent Capital Group LP's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Crescent Capital Group LP.
| Sponsor | From | Assets |
|---|---|---|
SOUTHERN CALIFORNIA PIPE TRADES RETIREMENT FUNDCA · 516108443-001 | Fischer Cunnane & Associates Ltd | $1.6B |
BOARD OF TRUSTEES OF THE SOUTHERN DISTRICT UBC DEFINED CONTRIBUTION FTN · 710851216-001 | Southern Benefit Administrators | $1.2B |
I.B.E.W. BOARD OF TRUSTEES FOR LOCAL 357 PENSION TRUSTNV · 886023284-001 | Bernzott Capital Advisors | $552M |
THE BUILDING INDUSTRY ELECTRICAL CONTRACTORS ASSOCIATION, INC.NY · 261140509-001 | ERIC OLYNIK | $236M |
NORTHEAST DISTRICT COUNCIL OF THE OPCMIA ANNUITY FUNDNY · 133207195-002 | Boyd Watterson Asset Management LLC | $199M |
BOARD OF TRUSTEES OP PLASTERERS & CEMENT MASONS L262 PENSIONNY · 136369468-001 | Boyd Watterson Asset Management LLC | $43M |
Plans lost in 2024
Appeared last year under Crescent Capital Group LP; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES, UFCW NO. CALIFORNIA EMPLOYERS JOINT PENSION PLANCA · 946313554-001 | Kayne Anderson Capital Advisors, LP | $2.9B |
BOARD OF TRUSTEES OF THE LABORERS NATIONAL PENSION FUNDTX · 751280827-001 | JAMES S. RAY | $1.5B |
BD OF TRUSTEES PDC PENSION FUNDMA · 046043807-001 | PDC ADMINISTRATIVE FUND | $700M |
CON IND & LABORERS JOINT PENSION TRUST BOARD OF TRUSTEESNV · 880135695-001 | Wellington Trust Company | $582M |
PAINTERS ANNUITY COUNCIL NO. 35 ANNUITY FUNDMA · 222489316-001 | PDC ADMINISTRATIVE FUND | $445M |
BOARD OF TRUSTEESWI · 391511099-001 | JPMorgan Chase | $429M |
BOARD OF TRUSTEES OF MASTERS, MATES & PILOTS PENSION PLANMD · 136372630-001 | Mariner Institutional | $332M |
BOARD OF TRUSTEES OF LOCAL 1205 PENSION FUNDNY · 111880353-001 | VENUS TEMPLE | $243M |
PLASTERERS & CEMENT MASON LOCAL 40 PENSION FUNDNY · 516098177-001 | Boyd Watterson Asset Management LLC | $22M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUNDMD · 530181657-001 | $20.4B | 693,723 | $2M | 9y | - |
INTL PAINTERS & ALLIED TRADES IND. PENSION FUND- BOARD OF TRUSTEESMD · 526073909-001 | $4.5B | 95,494 | $214,238 | 4y | - |
JOINT BOARD OF TRUSTEES OPERATING ENGINEERS LOCAL 324MI · 381900637-001 | $1.9B | 21,246 | $138,051 | 5y | - |
NECA-IBEW PENSION TRUST FUNDIL · 516029903-001 | $1.6B | 12,974 | $0 | 8y | - |
SOUTHERN CALIFORNIA PIPE TRADES RETIREMENT FUNDCA · 516108443-001 | $1.6B | 15,360 | $0 | 1y | - |
BOARD OF TRUSTEES OF CENTRAL LABORERS' PENSION FUNDIL · 376052379-001 | $1.4B | 16,444 | $158,638 | 10y | - |
BOARD OF TRUSTEES OF THE SOUTHERN DISTRICT UBC DEFINED CONTRIBUTION FTN · 710851216-001 | $1.2B | 51,643 | $111,052 | 1y | - |
BD OF TEES HEATING, PIPING & REFRIGERATION PENSION FUNDMD · 521058013-001 | $1.2B | 7,015 | $477,037 | 4y | - |
BOARD OF TRUSTEES SOFT DRINK AND BREWERY WORKERSNY · 135660090-001 | $974M | 7,674 | $31,377 | 9y | - |
PIPE & REFRIGERATION FITTERS LOCAL 537MA · 516030859-001 | $962M | 3,883 | $54,415 | 6y | - |
Flag exposure
94.7%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (28)
Raw Schedule C names collapsed into Crescent Capital Group LP.
- BODMAN PLC
- BODMAN, PLC
- BODTKE & STEWARD
- BODTKE & STEWART, CPAS
- BODTKE CHARTERED D/B/A BODTKE & STE
- BOECKERMANN
- BOEENING & SCATTERGOOD
- BOEING EE CREDIT UNION
- CRESCENT CAPITAL
- CRESCENT CAPITAL COLLECTIVE INV
- CRESCENT CAPITAL COLLECTIVE INVEST.
- CRESCENT CAPITAL GROUP
- CRESCENT CAPITAL GROUP LP
- CRESCENT CAPITAL GROUP, L.P.
- CRESCENT CAPITAL GROUP, LP
- CRESCENT CAPITAL HIGH INCOME FUND
- CRESCENT CAPITAL HIGH INCOME FUND B
- CRESCENT CAPITAL HIGH INCOME FUND,
- CRESCENT CAPITAL INCOME FUND B, LP
- CRESCENT CAPITAL SENIOR SECURED
- CRESCENT CAPTIAL HIGH INCOME
- CRESCENT CREDIT SOLUTIONS
- CRESCENT CREDIT SOLUTIONS VIII-A-2
- CRESCENT CREDIT SOLUTIONS VIIIA-2
- CRESCENT CREDIT SOLUTIONS VIIIA-2LP
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Crescent Capital Group LP's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 1 | 2.63% | 7.76% | -5.13 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Crescent Capital Group LP. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Frequent partners by role
Who else shows up on Crescent Capital Group LP's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Proskauer Rose LLP | 9 | 23.7% |
| Barnes, Iaccarino & Sheperd LLP | 7 | 18.4% |
| Lindabury, McCormick, Estabrook & Cooper | 5 | 13.2% |
| Fitzsimmons Abrams LLP | 4 | 10.5% |
| Littler Mendelson, P.C. | 4 | 10.5% |
| Asher Kelly | 3 | 7.9% |
| Colleran O'Hara & Mills LLP | 3 | 7.9% |
| Arnall Golden Gregory LLC | 2 | 5.3% |
| Cavanagh & O'Hara LLP | 2 | 5.3% |
| Novara Tesija Catenacci McDonald | 2 | 5.3% |
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).