SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Crewcial Partners LLC
New York, NY
CRD 131570
Firm filing updated April 30, 2026 ·
- $971.6MAssets
- 6Advisory staff
- 246Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Performance-based feesYes
- OtherYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
Who the firm serves
- Charities9
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | Fewer than 5 clients | $96.0 million |
| Charitable organizations | 9 | $875.7 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
See all 7 services
- Selection of other advisors (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other: "INVESTMENT CONSULTING SERVICES INCLUDING ASSET ALLOCATION STRATEGY,INVESTMENT OBJECTIVES,PERFORMANCE MEASUREMENT,"
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other: "INVESTMENT CONSULTING SERVICES INCLUDING ASSET ALLOCATION STRATEGY,INVESTMENT OBJECTIVES,PERFORMANCE MEASUREMENT,"
Assets and accounts
- Regulatory assets$971.6 million
- Accounts246
- Discretionary$749.5 million · 203 accounts
- Non-discretionary$222.2 million · 43 accounts
People
- Employees45
- Advisory staff6
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients0
Registration details
- SEC-registered investment advisor. CRD 131570, SEC file 801-63229.
- Registered with the SEC as an investment advisor (status date on record: June 7, 2004).
Is Crewcial Partners LLC a fiduciary?
Short answer: Crewcial Partners LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.