Overview
Assets Under Management: $969 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 1
Average Client Assets: $82.4 million
Frequently Asked Questions
CREWCIAL PARTNERS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #131570), CREWCIAL PARTNERS LLC is subject to fiduciary duty under federal law.
CREWCIAL PARTNERS LLC is headquartered in NEW YORK, NY.
CREWCIAL PARTNERS LLC serves 1 high-net-worth clients according to their SEC filing dated December 15, 2025. View client details ↓
According to their SEC Form ADV, CREWCIAL PARTNERS LLC offers portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
CREWCIAL PARTNERS LLC manages $969 million in client assets according to their SEC filing dated December 15, 2025.
According to their SEC Form ADV, CREWCIAL PARTNERS LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 1
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 8.50%
Average Client Assets: $82.4 million
Total Client Accounts: 300
Discretionary Accounts: 256
Non-Discretionary Accounts: 44
Regulatory Filings
CRD Number: 131570
Filing ID: 2033999
Last Filing Date: 2025-12-15 13:18:24