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Crescent Sterling
Crescent Sterling is an SEC-registered investment adviser in Metairie, LA, registered since 1992. The firm manages $210 million in assets, with $185 million...
Overview
Crescent Sterling is an SEC-registered investment adviser in Metairie, LA, registered since 1992. The firm manages $210 million in assets, with $185 million on a discretionary basis. It has 7 employees and 4 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
1992
Location
Region
North America
Country
United States
City
Metairie
Corporate office
Metairie, LA, United States
Frequently asked questions
What role do trust and estate services play in the firm's offering?
Trust administration and estate planning are integrated into the core service model, not treated as ancillary referrals. This allows the firm to coordinate investment management with the legal structures governing intergenerational wealth transfer—a particular focus for Gulf South families with legacy holdings in real estate and closely held operating businesses. The approach mirrors the trust-department heritage common to several Southern private banks.
How does Crescent Sterling source its private investment opportunities?
Private placements and real estate deals are sourced primarily through regional developer and independent sponsor relationships cultivated over the firm's operating history. There is no formal institutional co-investment program or published pipeline. Access depends on the principal's personal network in the Louisiana and broader Gulf Coast business community.
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