Crescent Capital Group Lp
SEC-registered
Private Fund Manager · Large ($10B–$100B)
CRD 153966
· SEC file 801-71747
· Los Angeles, CA
· WWW.CRESCENTCAP.COM
☆ Save with Pro
ADV data as of May 21, 2026
- Regulatory AUM
- $49.7B
- Discretionary
- $49.7B
- Clients
- 184
- Avg AUM / client
- $270M
- Accounts
- 184
- Employees
- 239
AUM over time
$6.9B
$49.7B
Dec 2011
May 2026
Annual snapshots from Form ADV filings · as of May 21, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Business development companies | 1 | $1.0B | 2.02% |
| Pooled investment vehicles (non-investment companies) | 140 | $40.3B | 81.1% |
| Pension and profit sharing plans | 4 | $672M | 1.35% |
| Charitable organizations | 2 | $114M | 0.23% |
| State or municipal government entities | 6 | $2.6B | 5.2% |
| Other investment advisers | 3 | $215M | 0.43% |
| Insurance companies | 21 | $3.7B | 7.54% |
| Sovereign wealth funds and foreign official institutions | 5 | $855M | 1.72% |
| Corporations and other businesses | 2 | $210M | 0.42% |
Private funds (68)
View all →Reported in Form ADV Section 7.B.(1), filing of May 2024 · $22.6B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Crescent Mezzanine Partners Viic, L.P. master | Private Equity Fund | Delaware | $3.6B | 85 |
| Crescent Credit Solutions Viii, Lp master | Private Equity Fund | Delaware | $1.3B | 20 |
| Crescent Credit Solutions Viii A 2, Lp | Private Equity Fund | Delaware | $1.2B | 37 |
| Crescent Mezzanine Partners Vii, L.P. master | Private Equity Fund | Delaware | $934M | 48 |
| Crescent Mezzanine Partners Viib, L.P. | Private Equity Fund | Delaware | $784M | 58 |
| Crescent Direct Lending Fund Iii Note Feeder, Lp feeder | Private Equity Fund | Delaware | $764M | 17 |
| Crescent Capital Trust Ii (Levered) feeder | Other Private Fund | Maine | $748M | 31 |
| Crescent Capital High Income Fund B, L.P. | Other Private Fund | Delaware | $585M | 35 |
| Crescent Mezzanine Partners Viic (Ltl), L.P. | Private Equity Fund | Delaware | $541M | 4 |
| Atlas Senior Loan Fund Xvi, Ltd. | Securitized Asset Fund | Cayman Islands | $482M | 28 |
| Crescent Direct Lending Levered Fund Ii (Delaware), Lp feeder | Private Equity Fund | Delaware | $472M | 55 |
| Falcon 2019 1, Llc | Securitized Asset Fund | Delaware | $471M | 1 |
| Atlas Senior Loan Fund Xii, Ltd. | Securitized Asset Fund | Cayman Islands | $460M | 21 |
| Atlas Senior Loan Fund Xi, Ltd. | Securitized Asset Fund | Cayman Islands | $439M | 42 |
| Atlas Senior Loan Fund Xiii, Ltd. | Securitized Asset Fund | Cayman Islands | $425M | 45 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Soft Drink And Brewery Workers Union Local 812 Retirement Fund Board Of Trustees Soft Drink And Brewery Workers | 2024 | |
| Laborers Local 1298 Of Nassau & Suffolk Counties Annuity Fund Board Of Trustees Local 1298 Annuity Fund | 2024 | |
| Laborers Local 1298 Of Nassau & Suffolk Counties Pension Fund Board Of Trustees Local 1298 Pension Fund | 2024 | |
| Hagerstown Motor Carriers And Teamsters Pension Plan Board Of Trustees Hagerstown Motor Carriers And | 2024 | |
| Operating Engineers' Local 324, Defined Contribution Pension Plan Joint Board Of Trustees, Operating Engineers Local 324, Dc | 2024 | |
| Refrigeration, A/C & Service Div. (Ua Nj) Pension Plan Refrigeration, A/C & Service Div. (Ua Nj) Pension Fund | 2024 | |
| International Painters And Allied Trades Industry Pension Plan Intl Painters & Allied Trades Ind. Pension Fund Board Of Trustees | 2024 | |
| Electrician's Retirement Fund The Building Industry Electrical Contractors Association, Inc. | Holtsville, NY | 2024 |
| Drywall Tapers Annuity Fund Board Of Trustees Drywall Tapers Annuity Fund | 2024 | |
| Drywall Pension Fund Board Of Trustees Drywall Pension Fund | 2024 | |
| National Electrical Benefit Fund Trustees Of The National Electrical Benefit Fund | 2024 | |
| Painting Industry Annuity Fund Board Of Trustees Of The Painting Industry Annuity Fund | 2024 | |
| Pension Plan Of Steamfitters Pension Fund 475 Board Of Trustees Pension Plan Of Steamfitters Pension Fund Local 475 | 2024 | |
| Atlanta Plumbers & Steamfitters Pension Fund Atlanta Plumbers & Steamfitters Pension Fund | 2024 | |
| I.B.E.W. Local Union No 357 Pension Trust Fund, Plan A I.B.E.W. Board Of Trustees For Local 357 Pension Trust | Las Vegas, NV | 2024 |
| Southern California Pipe Trades Retirement Fund Southern California Pipe Trades Retirement Fund | Los Angeles, CA | 2024 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Attanasio, Mark, Louis | Managing Partner | May 2010 (16y) | 50% – 75% of Crescent Capital Gp, Llc (indirect) | |
| Chapus, Jean Marc | Managing Partner | May 2010 (16y) | ≈ 6.25% – 25% via Crescent Capital Group Holdings Lp | |
| Viola, Joseph, Thomas | Chief Operating Officer | Jan 2014 (13y) | Less than 5% | |
| Lombard, Gerhard, Pieter | Chief Financial Officer | Aug 2016 (10y) | Less than 5% | |
| Levine, Andrew, Stephen | Chief Compliance Officer | Jan 2021 (6y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Sun Life (U.S.) Holdco 2020 Inc. | Limited Partner | Jan 2021 | A | 50% – 75% |
| Crescent Capital Group Holdings Lp | Limited Partner | Dec 2011 | A | 25% – 50% |
| Crescent Capital Gp Llc | General Partner | May 2010 | A | Less than 5% |
| Sun Life Assurance Company Of Canada U.S. Operations Holdings, Inc. | Owner | Jan 2021 | B | ≈ 37.5% – 75% via Sun Life (U.S.) Holdco 2020 Inc. |
| Sun Life 2007 1 Financing Corp. | Owner | Nov 2016 | B | ≈ 28.13% – 75% via Sun Life Assurance Company Of Canada U.S. Operations Holdings, Inc. |
| Sun Life Global Investments Inc. | Owner | Dec 2004 | B | ≈ 21.09% – 75% via Sun Life 2007 1 Financing Corp. |
| Sun Life Financial Inc. | Owner | Dec 2004 | B | ≈ 15.82% – 75% via Sun Life Global Investments Inc. |
| Sun Life (U.S.) Holdco 2020 Inc. | Owner | Jan 2021 | B | ≈ 0% – 3.75% via Crescent Capital Gp Llc |
| Crescent Capital Gp, Llc | General Partner | May 2010 | B | GP / trustee / elected manager of Crescent Capital Group Holdings Lp (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Chapus, Jean Marc: 25% – 50% of Crescent Capital Group Holdings Lp × 25% – 50% direct ≈ 6.25% – 25% of the firm
- Sun Life Assurance Company Of Canada U.S. Operations Holdings, Inc.: 75% – 100% of Sun Life (U.S.) Holdco 2020 Inc. × 50% – 75% direct ≈ 37.5% – 75% of the firm
- Sun Life 2007 1 Financing Corp.: 75% – 100% of Sun Life Assurance Company Of Canada U.S. Operations Holdings, Inc. × 75% – 100% of Sun Life (U.S.) Holdco 2020 Inc. × 50% – 75% direct ≈ 28.13% – 75% of the firm
- Sun Life Global Investments Inc.: 75% – 100% of Sun Life 2007 1 Financing Corp. × 75% – 100% of Sun Life Assurance Company Of Canada U.S. Operations Holdings, Inc. × 75% – 100% of Sun Life (U.S.) Holdco 2020 Inc. × 50% – 75% direct ≈ 21.09% – 75% of the firm
- Sun Life Financial Inc.: 75% – 100% of Sun Life Global Investments Inc. × 75% – 100% of Sun Life 2007 1 Financing Corp. × 75% – 100% of Sun Life Assurance Company Of Canada U.S. Operations Holdings, Inc. × 75% – 100% of Sun Life (U.S.) Holdco 2020 Inc. × 50% – 75% direct ≈ 15.82% – 75% of the firm
- Sun Life (U.S.) Holdco 2020 Inc.: 50% – 75% of Crescent Capital Gp Llc × 0% – 5% direct ≈ 0% – 3.75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (68, $22.6B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Crescent Mezzanine Partners Viic, L.P. | Private Equity Fund | $3.6B | $5.0M | 85 |
| Crescent Credit Solutions Viii, Lp | Private Equity Fund | $1.3B | $10.0M | 20 |
| Crescent Credit Solutions Viii A 2, Lp | Private Equity Fund | $1.2B | $10.0M | 37 |
| Crescent Mezzanine Partners Vii, L.P. | Private Equity Fund | $934M | $5.0M | 48 |
| Crescent Mezzanine Partners Viib, L.P. | Private Equity Fund | $784M | $5.0M | 58 |
| Crescent Direct Lending Fund Iii Note Feeder, Lp | Private Equity Fund | $764M | $2.0M | 17 |
| Crescent Capital Trust Ii (Levered) | Other Private Fund | $748M | $2.0M | 31 |
| Crescent Capital High Income Fund B, L.P. | Other Private Fund | $585M | $2.0M | 35 |
| Crescent Mezzanine Partners Viic (Ltl), L.P. | Private Equity Fund | $541M | $5.0M | 4 |
| Atlas Senior Loan Fund Xvi, Ltd. | Securitized Asset Fund | $482M | $250K | 28 |
| Crescent Direct Lending Levered Fund Ii (Delaware), Lp | Private Equity Fund | $472M | $2.0M | 55 |
| Falcon 2019 1, Llc | Securitized Asset Fund | $471M | $250K | 1 |
| Atlas Senior Loan Fund Xii, Ltd. | Securitized Asset Fund | $460M | $250K | 21 |
| Atlas Senior Loan Fund Xi, Ltd. | Securitized Asset Fund | $439M | $250K | 42 |
| Atlas Senior Loan Fund Xiii, Ltd. | Securitized Asset Fund | $425M | $250K | 45 |
| Crescent European Specialty Lending Fund Ii (Cayman Levered) Lp | Other Private Fund | $416M | $2.0M | 14 |
| Atlas Senior Loan Fund X, Ltd. | Securitized Asset Fund | $411M | $250K | 39 |
| Crescent Direct Lending Fund Ii (Delaware), Lp | Private Equity Fund | $398M | $2.0M | 32 |
| Atlas Senior Loan Fund Xx, Ltd | Securitized Asset Fund | $386M | $50.0K | 22 |
| Atlas Senior Loan Fund Xviii, Ltd. | Securitized Asset Fund | $383M | $250K | 46 |
| Atlas Senior Loan Fund Xvii, Ltd. | Securitized Asset Fund | $381M | $250K | 32 |
| Atlas Senior Loan Fund Xv, Ltd. | Securitized Asset Fund | $378M | $250K | 23 |
| Atlas Senior Loan Fund Xiv, Ltd. | Securitized Asset Fund | $370M | $250K | 33 |
| Atlas Senior Loan Fund Vii, Ltd | Securitized Asset Fund | $362M | $250K | 14 |
| Crescent Senior Secured Floating Rate Loan Fund, Llc | Other Private Fund | $359M | $1.0M | 7 |
Top 25 of 68 funds by gross assets · all funds
From Form ADV Section 7.B private fund reporting.
Retirement plans served (16)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Soft Drink And Brewery Workers Union Local 812 Retirement Fund | Board Of Trustees Soft Drink And Brewery Workers | 1,656 | $974M | 07/01/2024 |
| Laborers Local 1298 Of Nassau & Suffolk Counties Annuity Fund | Board Of Trustees Local 1298 Annuity Fund | 1,533 | $282M | 07/01/2024 |
| Laborers Local 1298 Of Nassau & Suffolk Counties Pension Fund | Board Of Trustees Local 1298 Pension Fund | 1,224 | $479M | 07/01/2024 |
| Hagerstown Motor Carriers And Teamsters Pension Plan | Board Of Trustees Hagerstown Motor Carriers And | 357 | $223M | 07/01/2024 |
| Operating Engineers' Local 324, Defined Contribution Pension Plan | Joint Board Of Trustees, Operating Engineers Local 324, Dc | 8,349 | $248M | 05/01/2024 |
| Refrigeration, A/C & Service Div. (Ua Nj) Pension Plan | Refrigeration, A/C & Service Div. (Ua Nj) Pension Fund | 1,868 | $410M | 03/01/2024 |
| International Painters And Allied Trades Industry Pension Plan | Intl Painters & Allied Trades Ind. Pension Fund Board Of Trustees | 43,757 | $4.5B | 01/01/2024 |
| Electrician's Retirement Fund | The Building Industry Electrical Contractors Association, Inc. | 921 | $236M | 01/01/2024 |
| Drywall Tapers Annuity Fund | Board Of Trustees Drywall Tapers Annuity Fund | 1,002 | $77.8M | 01/01/2024 |
| Drywall Pension Fund | Board Of Trustees Drywall Pension Fund | 941 | $176M | 01/01/2024 |
| National Electrical Benefit Fund | Trustees Of The National Electrical Benefit Fund | 343,794 | $20.4B | 01/01/2024 |
| Painting Industry Annuity Fund | Board Of Trustees Of The Painting Industry Annuity Fund | 5,406 | $884M | 01/01/2024 |
| Pension Plan Of Steamfitters Pension Fund 475 | Board Of Trustees Pension Plan Of Steamfitters Pension Fund Local 475 | 451 | $198M | 01/01/2024 |
| Atlanta Plumbers & Steamfitters Pension Fund | Atlanta Plumbers & Steamfitters Pension Fund | 2,639 | $452M | 01/01/2024 |
| I.B.E.W. Local Union No 357 Pension Trust Fund, Plan A | I.B.E.W. Board Of Trustees For Local 357 Pension Trust | 2,514 | $552M | 01/01/2024 |
| Southern California Pipe Trades Retirement Fund | Southern California Pipe Trades Retirement Fund | 6,644 | $1.6B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/21/2026 | 21.8 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Regulatory · Item 11.E(2)
as of May 23, 2024
Allegations: THE CHICAGO BOARD OF TRADE ("CBOT") ALLEGED VIOLATIONS BY SUN LIFE FINANCIAL INC. OF CBOT (LEGACY) RULE 432 AND RULE 534, RELATED TO TWO TRADES ON GLOBEX TOTALING 989 SEPTEMBER 2012 ULTRA TREASURY BOND FUTURES CONTRACTS. Status: Final Sanction Detail: A MONETARY FINE OF $50,000 USD WAS PAID TO THE CHICAGO BOARD OF TRADE ON 10/28/2014 BY SUN LIFE FINANCIAL INC. Summary: EFFECTIVE OCTOBER 27, 2014, SUN LIFE FINANCIAL INC. ("SLF"), WITHOUT ADMITTING OR DENYING RULE VIOLATIONS, AGREED TO PAY A PENALTY OF $50,000 TO SETTLE A MATTER WITH THE CHICAGO BOARD OF TRADE ("CBOT") RELATED TO ALLEGED VIOLATIONS OF CBOT (LEGACY) RULE 432 (FAILURE TO ADEQUATELY SUPERVISE ITS EMPLOYEES AND AGENTS IN THE CONDUCT OF THEIR BUSINESS RELATED TO THE EXCHANGE) AND RULE 534 (PROHIBITION ON WASH TRADES). THIS MATTER INVOLVED TWO MATCHING TRADES ON GLOBEX TOTALING 989 SEPTEMBER 2012 ULTRA TREASURY BOND FUTURES CONTRACTS FOR INDEPENDENT BUSINESS REASONS ON BEHALF OF TWO DIFFERENT INSURANCE COMPANY SUBSIDIARIES OF SLF, FOR WHICH SLF, AS THE THEN ULTIMATE PARENT COMPANY OF BOTH, WAS DEEMED TO MAINTAIN BENEFICIAL OWNERSHIP OF THE CONTRACTS ON BOTH SIDES OF THE TRADE. IN MITIGATION, FOLLOWING THIS OCCURRENCE, THE SLF SUBSIDIARIES IMPLEMENTED TRAINING PROGRAMS REGARDING THE RULES OF SUCH EXCHANGE.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- BNY Mellon $5.5B (11% of AUM) May 2026
- Brown Brothers Harriman & Co. $2.0B (8% of AUM) Nov 2018
- Northern Trust $1.2B (2% of AUM) May 2026
- U.S. Bank $979M (2% of AUM) May 2026
- State Street $959M (2% of AUM) Aug 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 21, 2026.
View current Form ADV (SEC/IAPD) ↗