Crews Capital Management, LP

RIASEC Registered
Total AUM
$28.9M
Discretionary
$28.9M
100% of AUM
Avg account
$5.8M
Accounts
5
Employees
1
Advisory reps
2

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 80%, US Government Bonds 10%, Cash & Cash Equivalents 5%, Other 5%80%
  • Exchange Traded Equities80%
  • US Government Bonds10%
  • Cash & Cash Equivalents5%
  • Other5%

Contacts

2 of 2
  • Tanya Crews

    Limited PartnerCRD 5013067

  • David Crews

    David Crews

    OwnerCRD 4911213

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth