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CREWCIAL PARTNERS LLC
CRD 131570File 801-63229
APPROVED
Custody
Filing as of Apr 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$971.6M
Above cohort median (national)
Discretionary AUM
$749.5M
Non-discretionary $222.2M
Clients
9
246 accounts
Employees
45
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
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 55 | 45 | decreased by10 |
| Apr 1, 2026 | Clients | 11 | 9 | decreased by2 |
| Apr 1, 2026 | AUM | $969,430,911 | $971,646,493 | increased by$2,215,582 |
| Apr 1, 2026 | Accounts | 300 | 246 | decreased by54 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 68 | 55 | decreased by13 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 8 | 11 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $726,406,537 | $969,430,911 | increased by$243,024,374 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 194 | 300 | increased by106 |
| May 1, 2022 | Accounts | 203 | 194 | decreased by9 |
| Apr 1, 2022 | Employees | 69 | 68 | decreased by1 |
| Apr 1, 2022 | AUM | $787,618,000 | $726,406,537 | decreased by$61,211,463 |
| Apr 1, 2022 | Accounts | 8 | 203 | increased by195 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CREWCIAL PARTNERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CREWCIAL PARTNERS” may also match similarly-named firms). Confirm identity against each filing.
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.