CRESCENT STERLING LTD
Legal name: CRESCENT STERLING LTD.
CRD #106633 SEC #801-41821 METAIRIE, LA 504-885-1135
SEC Registered
Total AUM
$214.1M
Discretionary
$188.7M
Employees
6
Clients
26
Accounts
461
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $214.1M | $188.7M | $25.4M | 6 | 5 |
| Jun 2024 | $212.4M | $185.7M | $26.7M | 6 | 5 |
| Mar 2024 | $212.4M | $185.7M | $26.7M | 7 | 5 |
| Mar 2023 | $205M | $177.3M | $27.7M | 7 | 5 |
| Mar 2022 | $209.3M | $176.8M | $32.5M | 5 | 5 |
| Mar 2021 | $185.7M | $155.5M | $30.2M | 5 | 5 |
| Jun 2020 | $174.3M | $144.1M | $30.2M | 5 | 5 |
| Apr 2020 | $174.3M | $144.1M | $30.2M | 5 | 5 |
| Mar 2019 | $162.6M | $134.4M | $28.2M | 6 | 5 |
| Mar 2018 | $174.4M | $143.9M | $30.5M | 6 | 5 |
| Mar 2017 | $157.6M | $128.3M | $29.3M | 6 | 169 |
| Mar 2016 | $145.3M | $119.5M | $25.8M | 5 | 167 |
| Mar 2015 | $145.9M | $119.3M | $26.6M | 5 | 154 |
| Mar 2014 | $136M | $110.9M | $25.1M | 5 | 140 |
| Dec 2013 | $139.7M | $117.1M | $22.6M | 5 | 135 |
| Mar 2013 | $139.7M | $117.1M | $22.6M | 5 | 135 |
| Mar 2012 | $140.2M | $118.4M | $21.8M | 1 | 130 |
| Mar 2011 | $116M | $115.5M | $511K | 5 | -- |
| May 2010 | $143.6M | $142.8M | $806.6K | 5 | -- |
| Mar 2010 | $143.6M | $142.8M | $806.6K | 5 | -- |
| Jan 2010 | $127.6M | $126.9M | $693.2K | 5 | -- |
| Mar 2008 | $140.7M | $139.4M | $1.3M | 5 | -- |
| Mar 2007 | $127.1M | $125.3M | $1.7M | 5 | -- |
| Mar 2006 | $110.9M | $109.5M | $1.3M | 5 | -- |
| Mar 2002 | $74.8M | $73.5M | $1.3M | 5 | -- |
DateMar 2025
Total AUM$214.1M
Discretionary$188.7M
Non-Disc.$25.4M
Employees6
Clients5
DateJun 2024
Total AUM$212.4M
Discretionary$185.7M
Non-Disc.$26.7M
Employees6
Clients5
DateMar 2024
Total AUM$212.4M
Discretionary$185.7M
Non-Disc.$26.7M
Employees7
Clients5
DateMar 2023
Total AUM$205M
Discretionary$177.3M
Non-Disc.$27.7M
Employees7
Clients5
DateMar 2022
Total AUM$209.3M
Discretionary$176.8M
Non-Disc.$32.5M
Employees5
Clients5
DateMar 2021
Total AUM$185.7M
Discretionary$155.5M
Non-Disc.$30.2M
Employees5
Clients5
DateJun 2020
Total AUM$174.3M
Discretionary$144.1M
Non-Disc.$30.2M
Employees5
Clients5
DateApr 2020
Total AUM$174.3M
Discretionary$144.1M
Non-Disc.$30.2M
Employees5
Clients5
DateMar 2019
Total AUM$162.6M
Discretionary$134.4M
Non-Disc.$28.2M
Employees6
Clients5
DateMar 2018
Total AUM$174.4M
Discretionary$143.9M
Non-Disc.$30.5M
Employees6
Clients5
DateMar 2017
Total AUM$157.6M
Discretionary$128.3M
Non-Disc.$29.3M
Employees6
Clients169
DateMar 2016
Total AUM$145.3M
Discretionary$119.5M
Non-Disc.$25.8M
Employees5
Clients167
DateMar 2015
Total AUM$145.9M
Discretionary$119.3M
Non-Disc.$26.6M
Employees5
Clients154
DateMar 2014
Total AUM$136M
Discretionary$110.9M
Non-Disc.$25.1M
Employees5
Clients140
DateDec 2013
Total AUM$139.7M
Discretionary$117.1M
Non-Disc.$22.6M
Employees5
Clients135
DateMar 2013
Total AUM$139.7M
Discretionary$117.1M
Non-Disc.$22.6M
Employees5
Clients135
DateMar 2012
Total AUM$140.2M
Discretionary$118.4M
Non-Disc.$21.8M
Employees1
Clients130
DateMar 2011
Total AUM$116M
Discretionary$115.5M
Non-Disc.$511K
Employees5
Clients--
DateMay 2010
Total AUM$143.6M
Discretionary$142.8M
Non-Disc.$806.6K
Employees5
Clients--
DateMar 2010
Total AUM$143.6M
Discretionary$142.8M
Non-Disc.$806.6K
Employees5
Clients--
DateJan 2010
Total AUM$127.6M
Discretionary$126.9M
Non-Disc.$693.2K
Employees5
Clients--
DateMar 2008
Total AUM$140.7M
Discretionary$139.4M
Non-Disc.$1.3M
Employees5
Clients--
DateMar 2007
Total AUM$127.1M
Discretionary$125.3M
Non-Disc.$1.7M
Employees5
Clients--
DateMar 2006
Total AUM$110.9M
Discretionary$109.5M
Non-Disc.$1.3M
Employees5
Clients--
DateMar 2002
Total AUM$74.8M
Discretionary$73.5M
Non-Disc.$1.3M
Employees5
Clients--