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 institutional registered investment adviser that acts as a capital allocator for predominantly institutional clients. Formed in 2004 and organized as an LLC, the firm provides discretionary and non-discretionary portfolio management alongside consulting services for institutional and business clients. Its advisory scope includes selecting third-party managers, pension-related consulting, and portfolio management for individuals and small businesses. The firm also engages in investor education through periodicals and seminars. Crewcial operates with a fee model that includes asset-based fees, fixed fees, performance-based compensation and other fee arrangements, which is consistent with its use of both traditional mandates and incentive-linked alternative strategies. It does not identify as an active ESG investor.