CREWCIAL PARTNERS LLC

CRD 131570 · SEC 801-63229

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810 7TH AVENUE, 32ND FLOOR, NEW YORK, NY, 10019, United States

Phone

212-218-4900

Fax

212-218-4930

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$971.6M

Discretionary AUM

$749.5M

Team

45 total employees; 6 advisory reps

Clients

Fees

Percentage of AUM; Fixed fees; Performance-based fees; PERCENTAGE OF ASSETS UNDER ADVISEMENT

Org form

Limited Liability Company

Filing date

2026-04-30

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsEducational seminarsINVESTMENT CONSULTING SERVICES INCLUDING ASSET ALLOCATION STRATEGY,INVESTMENT OBJECTIVES,PERFORMANCE MEASUREMENT,

Client types

Type	Clients	AUM
Charitable organizations	9	$875.7M

States served

CA, LA, NY, PA, TX

All web addresses on file

https://www.linkedin.com/company/crewcial-partners-llc
HTTP://WWW.CREWCIALPARTNERS.COM

Official SEC filing: View on IAPD