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 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

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

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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