{
  "crd_number": 131570,
  "slug": "crewcial-partners-llc-new-york-ny-131570",
  "primary_business_name": "CREWCIAL PARTNERS LLC",
  "legal_name": "CREWCIAL PARTNERS LLC",
  "dbas": [],
  "city": "New York",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2004-06-07",
  "years_registered": 22,
  "period": "2026-10-01",
  "filing_date": "2026-04-30",
  "carried_forward": false,
  "raum_total": 971646493.0,
  "raum_discretionary": 749455282.0,
  "raum_non_discretionary": 222191211.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 45,
  "advisory_employees": 6,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 875663505.0,
      "count": 9
    },
    "high_net_worth_individuals": {
      "raum": 95982988.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "other",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "educational_seminars",
    "other",
    "pension_consulting",
    "periodicals_newsletters",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "LA",
    "NY",
    "PA",
    "TX"
  ],
  "websites": [
    "https://crewcialpartners.com",
    "https://linkedin.com/company/crewcial-partners-llc"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/131570",
  "city_as_filed": "NEW YORK",
  "url": "https://advisorcensus.com/firm/crewcial-partners-llc-new-york-ny-131570",
  "display_name": "Crewcial Partners LLC",
  "summary": "Crewcial Partners LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2004, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated April 30, 2026.",
  "citation": "AdvisorCensus. Crewcial Partners LLC (CRD 131570): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees",
    "Other"
  ],
  "advisory_activity_labels": [
    "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 advisers (including private fund managers)",
    "Publication of periodicals or newsletters",
    "Educational seminars/workshops",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Crewcial Partners LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Crewcial Partners LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees; other."
    },
    {
      "q": "How much does Crewcial Partners LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 27, 2026 states: Flat fee: up to $50,000 (special projects). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Crewcial Partners LLC located?",
      "a": "Crewcial Partners LLC's principal office is in New York, NY, according to its Form ADV."
    },
    {
      "q": "Is Crewcial Partners LLC registered with the SEC or a state?",
      "a": "Crewcial Partners LLC is an SEC-registered investment advisory firm, registered since 2004. Status as filed: Approved. CRD 131570."
    },
    {
      "q": "How much does Crewcial Partners LLC manage?",
      "a": "Crewcial Partners LLC reports $971,646,493 in regulatory assets under management in its Form ADV filing dated April 30, 2026 (77% discretionary)."
    },
    {
      "q": "How have Crewcial Partners LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Crewcial Partners LLC: Regulatory assets under management: $787,618,000 in the October 2021 data and $971,646,493 in the October 2026 data, up 23%. Total employees: 69 in October 2021 and 45 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Crewcial Partners LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: charitable organizations (9)."
    },
    {
      "q": "Which custodians does Crewcial Partners LLC use?",
      "a": "Crewcial Partners LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Comerica Bank and Fifth Third Bank as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Crewcial Partners LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/131570"
    },
    {
      "q": "Does Crewcial Partners LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 27, 2026 says: \"In general, a minimum of $25 million is required to become a client of Crewcial Partners . At our discretion, we may waive the minimum account size.\""
    },
    {
      "q": "What changed in Crewcial Partners LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 9 to 6."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 787618000.0,
      "total_employees": 69,
      "filing_date": "2021-08-05"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 726406537.0,
      "total_employees": 68,
      "filing_date": "2022-04-06"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1289114751.0,
      "total_employees": 66,
      "filing_date": "2023-03-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1108558639.0,
      "total_employees": 55,
      "filing_date": "2024-07-22"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 969430911.0,
      "total_employees": 55,
      "filing_date": "2025-05-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 971646493.0,
      "total_employees": 45,
      "filing_date": "2026-04-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 9 to 6."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in WI."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 27, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$25,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: up to $50,000 (special projects)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $25,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "In general, a minimum of $25 million is required to become a client of Crewcial Partners . At our discretion, we may waive the minimum account size."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: up to $50,000 (special projects)"
        ],
        "quotes": [
          "Fixed fee arrangements for special projects currently range up to $50,000 per engagement; however, the maximum fee is subject to change based on factors such as complexity and scope of potential future engagements."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 25000000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": null,
          "max": 50000.0,
          "period": "one_time",
          "service": "special projects"
        }
      ]
    },
    "quotes": [
      "In general, a minimum of $25 million is required to become a client of Crewcial Partners . At our discretion, we may waive the minimum account size.",
      "Fixed fee arrangements for special projects currently range up to $50,000 per engagement; however, the maximum fee is subject to change based on factors such as complexity and scope of potential future engagements."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Comerica Bank",
      "name_as_filed": "COMERICA BANK",
      "affiliated": false
    },
    {
      "name": "Fifth Third Bank",
      "name_as_filed": "FIFTH THIRD BANK",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/crewcial-partners-llc-new-york-ny-131570.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": null,
      "fewer_than_5": true,
      "raum": 95982988.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 9,
      "fewer_than_5": false,
      "raum": 875663505.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/131570",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}