# Crescent Financial Advisors: portfolio, investments and team

> Crescent Financial Advisors is a wealth manager. 1 investment on record, latest Sept 2010. Portfolio, stages, co-investors and team.

Source: https://millionrounds.com/fund/crescent-financial-advisors (Millionrounds; every figure on the page links to its filing or article)

[Investor](https://millionrounds.com/investors)

# Crescent Financial Advisors

Last cheque observed Sep 2010. Silence since then is not evidence of inactivity: our sources miss unannounced rounds.

Email

Wealth manager Quiet

Venture Advice Impact Investing

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Cheques on record

**0%** of best year **0** **cheques in 12 months**, 1 on record

Since the last cheque **5906** days **00** hrs **00** min **00** sec

Median round **$3.2M** Rounds led **0 of 1** Sole investor **1 rounds**

Pitch Crescent Financial Advisors

## Crescent Financial Advisors highlights

- 01 1 rounds on record
- 02 Mostly Venture: 100% of its rounds
- 03 Sole investor in 1 rounds, median $3.2M

## What they do

- **Type:** Wealth manager (from a list, unverified)
- **Cheque size:** Not stated
- **Sectors:** Advice Impact Investing
- **Cold pitches:** Not stated

## The record

Every round we can evidence, newest first **1 appearances**

- **2010** 1 round
- **Sept** **[IT Trading](https://millionrounds.com/company/it-trading)** Venture · US · finsmes.com **$3.2M** Sole investor

An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor.

## The cheque

Venture

Median round joined **$3.2M** the round, not its cheque Alone, median **$3.2M**

Led 0 of 1 rounds **0%**

- **Sole investor:** 1 rounds
- **Last cheque:** Sept 2010

Rounds by stage said on their site

- Venture *1*

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## Quick answers about Crescent Financial Advisors

### What does Crescent Financial Advisors invest in?

Crescent Financial Advisors invests most often at Venture (100% of the rounds on record), in sectors such as Advice and Impact Investing.

### How active is Crescent Financial Advisors?

1 investments on record, 0 of them in the last 12 months. The most recent was in Sept 2010.

### How big are Crescent Financial Advisors's cheques?

The median round it joins is $3.2M.

### Is Crescent Financial Advisors investing now?

No investments in the last 12 months; the latest was in Sept 2010.

### What kind of investor is Crescent Financial Advisors?

Crescent Financial Advisors is a wealth manager.

### Where does this information on Crescent Financial Advisors come from?

From 1 articles and filings naming it in a round, public registers and its own website, checked and rebuilt every night.

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Built from the rounds we watched, its filings and its own website, refreshed every night. [How we count](https://millionrounds.com/methodology) · [Report a correction](https://millionrounds.com/corrections?slug=crescent-financial-advisors) · [Is this your firm? Claim it](https://millionrounds.com/claim?org=crescent-financial-advisors)