Investment adviser · CRD 145078
HILLCREST ASSET MANAGEMENT
Investment adviser filing (IA)
HILLCREST ASSET MANAGEMENT LLC
PLANO, TX, United States · Form ADV filed Apr 6, 2022
- Regulatory AUM
- $41.4M Form ADV · Item 5.F
- Client accounts
- 56 Accounts, not individual clients
- Employees
- 10 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 45 | $19,568,992 | 47.2% |
| Retirement plans | Fewer than 5 | $16,947,663 | 40.9% |
| Charities | Fewer than 5 | $3,367,754 | 8.1% |
| High-net-worth individuals | Fewer than 5 | $834,680 | 2.0% |
| Corporations & businesses | Fewer than 5 | $716,108 | 1.7% |
Filing source
Form ADV 1639869 · Apr 6, 2022 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 6, 2022. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
2805 DALLAS PARKWAY, SUITE 260PLANO, TX, 75093, United States
CRD 145078
Filing source
Form ADV 1639869 · Apr 6, 2022 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.