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 operates as a small, independent registered investment adviser structured as a limited partnership. The firm serves primarily individual and family clients, along with some small-business portfolios, and provides financial planning and discretionary portfolio management. Its compensation blends asset-based fees with performance-linked fees, suggesting a willingness to structure incentive arrangements alongside traditional AUM billing. The adviser reports no active ESG investing program, is not positioned as a multi-state adviser, and does not act as a capital allocator or pension consultant. Client mandates appear concentrated and discretionary, and the firm uses a single primary custodian for most client assets.
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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