CREWCIAL PARTNERS LLC

RIASEC RegisteredEst. 2004

Total AUM

$972M

Discretionary

$749M

77% of AUM

Avg account

$3.9M

Accounts

246

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 131570
Registered since: June 7, 2004
Website: www.crewcialpartners.com
Custodians: FIFTH THIRD SECURITIES, INC., COMERICA SECURITIES,INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types: Charitable Organizations90.12%
HNWI9.88%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Crewcial Partners LLC is an SEC-registered limited liability company that has been operating since 2004. The firm is owned by an individual and positions itself as a capital allocator serving an institutional client base while also providing portfolio management for individuals, small businesses and other business or institutional clients. Its advisory activity set includes pension consulting, selection of third‑party advisers, and educational outreach such as periodicals and seminars. Crewcial uses a multi-fee model (percentage of AUM, fixed fees, performance-based fees and other arrangements) and reports that it is not an active ESG investor. From an industry-activity perspective the firm acts beyond pure advisory duties: it is affiliated as an other investment adviser and sponsor, and functions as a general partner/managing member of pooled investment vehicles.