Crews Capital Management, LP
Firm details
- Headquarters
- ,
- CRD number
- 133911
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI99.48%
- Individuals0.52%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Crews Capital Management, LP is an independent registered investment adviser organized as a limited partnership that focuses on portfolio management and financial planning for high-net-worth individuals and small businesses. The firm runs discretionary portfolios and shows a clear tilt toward equities as its primary asset class. Its fee model includes both a percentage-of-AUM component and the ability to charge performance-based fees, which indicates tailored arrangements for concentrated, higher-value clients and separately managed account structures. Crews Capital is not positioned as a capital allocator or pension consultant, and it does not self-identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- US Government Bonds10%
- Cash & Cash Equivalents5%
- Other5%
Contacts
2 of 2Tanya Crews
Limited PartnerCRD 5013067

David Crews
OwnerCRD 4911213
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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