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Resource Partners

As a member of the Dynasty Financial Partners Network, we leverage the depth and breadth of one of the industry’s pre-eminent advisor platforms.

As a member of the Dynasty Financial Partners Network, we leverage the depth and breadth of one of the industry’s pre-eminent advisor platforms.

Dynasty Financial Partners develops, sources and integrates management and technology capabilities for leading independent investment advisor firms. Dynasty’s integrated platform provides Crescent with customizable, open-architecture wealth management solutions.

Dynasty’s core principle is “objectivity without compromise,” and the firm is committed to crafting solutions that allow Crescent to act as true fiduciaries to our clients.

Dynasty is staffed with senior executives from the wealth management industry, and its board members include Harvey Golub, former chairman of American Express, and Bill Donaldson, former chairman of the SEC.

Dynasty Financial Partners has corporate offices in New York City; Chicago; Coral Gables, FL; and San Francisco.

Through Dynasty, we access a full array of capital markets and investment banking capabilities, as well as a vast range of investment research and consulting, proprietary analytical tools, and an online research center.

Dynasty’s investment solutions are selected from the industry’s premier providers.

Investments are vetted through an institutional research process that is conflict-free and consistently monitored throughout the investment cycle.

Dynasty delivers Crescent’s custom-designed performance reporting aggregated from multiple sources and delivered through their native iPhone app and web based client portal.



Additional Resources

Fidelity Institutional Wealth Services is a leading provider of trading, custody and brokerage services to Registered Investment Advisors, trust institutions and third-party administrators.

Fidelity is a family-managed, privately held company with more than 60 years of experience, and has assets under administration of $5.2 trillion, including managed assets of $2.0 trillion (as of March 31, 2016).

Addepar empowers investors and advisors to navigate the increasingly complex world of investment management. Addepar features data aggregation and reconciliation, portfolio analysis, a client-centric reporting experience, and integrations and API. Hundreds of single and multi-family offices, wealth advisors, large financial institutions, endowments, and foundations manage $750 billion of assets on the Addepar platform. Visit Addepar

Callan Associates provides timely and relevant institutional investment research through Dynasty Financial Partners that allows registered independent advisers to stay on top of important trends in the industry. Headquartered in San Francisco, the firm also provides education, decision support, and advice to a broad array of institutional investors responsible for approximately $2 trillion in total assets. Callan employs more than 150 people and maintains regional offices in Denver, Chicago, Atlanta, and Summit, New Jersey.

Atrato Advisors is a boutique consulting firm that provides highly individualized research and advisory solutions to the hedge fund investor community. The partners have a combined 25+ years of hedge fund investment experience including leadership roles in research and risk management specifically in the hedge fund selection arena. The supporting team has a strong investment and operational background from family offices, fund of funds, and financial analytics firms.  Atrato successfully marries highly investigative, qualitative due diligence with deep quantitative analysis and risk management to create optimal portfolio solutions.

iCapital connects individual investors and their advisors to leading alternative investment managers through a proprietary technology platform thereby improving the quality and consistency of the experience for both parties. iCapital works with 40 private equity and hedge funds, who manage and/or administer ~$2.1 billion in assets.

Fidelity Institutional Wealth Services is a leading provider of trading, custody and brokerage services to Registered Investment Advisors, trust institutions and third-party administrators.

Fidelity is a family-managed, privately held company with more than 60 years of experience, and has assets under administration of $5.2 trillion, including managed assets of $2.0 trillion (as of March 31, 2016).

Addepar empowers investors and advisors to navigate the increasingly complex world of investment management. Addepar features data aggregation and reconciliation, portfolio analysis, a client-centric reporting experience, and integrations and API. Hundreds of single and multi-family offices, wealth advisors, large financial institutions, endowments, and foundations manage $750 billion of assets on the Addepar platform. Visit Addepar

Callan Associates provides timely and relevant institutional investment research through Dynasty Financial Partners that allows registered independent advisers to stay on top of important trends in the industry. Headquartered in San Francisco, the firm also provides education, decision support, and advice to a broad array of institutional investors responsible for approximately $2 trillion in total assets. Callan employs more than 150 people and maintains regional offices in Denver, Chicago, Atlanta, and Summit, New Jersey.

Atrato Advisors is a boutique consulting firm that provides highly individualized research and advisory solutions to the hedge fund investor community. The partners have a combined 25+ years of hedge fund investment experience including leadership roles in research and risk management specifically in the hedge fund selection arena. The supporting team has a strong investment and operational background from family offices, fund of funds, and financial analytics firms.  Atrato successfully marries highly investigative, qualitative due diligence with deep quantitative analysis and risk management to create optimal portfolio solutions.

iCapital connects individual investors and their advisors to leading alternative investment managers through a proprietary technology platform thereby improving the quality and consistency of the experience for both parties. iCapital works with 40 private equity and hedge funds, who manage and/or administer ~$2.1 billion in assets.