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Crescendo Venture Management, LLC (Park City)


Crescendo Venture Management, LLC is a large advisory firm based in Park City. It manages $136.51 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of California and Utah.

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Crescendo Venture Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Crescendo Venture Management: assets under management

The assets under management (AUM) of Crescendo Venture Management, LLC is $136.51 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -12% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $136.51 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $22.75 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Crescendo Venture Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Park City

The principal office where Crescendo Venture Management, LLC performs its advisory services is located at 1389 Center Drive, Park City, UT 84098, which is also the mailing address of the firm. An additional office of the firm is in Palo Alto, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 435-200-1051 or by fax 435-200-1051. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at crescendoventures.com.


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