CREWCIAL PARTNERS LLC

CRD 131570File 801-63229

APPROVED

Custody

Filing as of Apr 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$971.6M

Above cohort median (national)

Discretionary AUM

$749.5M

Non-discretionary $222.2M

Clients

246 accounts

Employees

Above cohort median in NY

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Jun 7, 2004
Principal office: 810 7TH AVENUE, 32ND FLOOR, NEW YORK, NY, 10019
Phone: 212-218-4900
Website: https://www.linkedin.com/company/crewcial-partners-llc

Assets & accounts

ADV Item 5F

Total regulatory AUM: $971.6M
Discretionary AUM: $749.5M
Non-discretionary AUM: $222.2M
Discretionary accounts: 203
Non-discretionary accounts: 43
Total accounts: 246
AUM per client: $108.0M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	9	$875.7M
High net worth individuals	Fewer than 5	$96.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Other (described) — PERCENTAGE OF ASSETS UNDER ADVISEMENT
Performance-based fees
A percentage of assets under your management

Advisory activities

Other
Publications
Other advisory activities
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.