Investment adviser · CRD 131570
CREWCIAL PARTNERS LLC
Investment adviser filing (IA)
NEW YORK, NY, United States · Form ADV filed Apr 30, 2026
- Regulatory AUM
- $972M Form ADV · Item 5.F
- Client accounts
- 246 Accounts, not individual clients
- Employees
- 45 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Charities | 9 | $875,663,505 | 90.1% |
| High-net-worth individuals | Fewer than 5 | $95,982,988 | 9.9% |
Filing source
Form ADV 2101500 · Apr 30, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 30, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Fixed · Performance-based
Principal office
810 7TH AVENUE, 32ND FLOORNEW YORK, NY, 10019, United States
CRD 131570
Filing source
Form ADV 2101500 · Apr 30, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.