# Crewcial Partners LLC

> 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.

- CRD: 131570
- Filed as: CREWCIAL PARTNERS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: April 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/131570
- AdvisorCensus page: https://advisorcensus.com/firm/crewcial-partners-llc-new-york-ny-131570

## Quick answers

**How is Crewcial Partners LLC compensated?**
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.

**Where is Crewcial Partners LLC located?**
Crewcial Partners LLC's principal office is in New York, NY, according to its Form ADV.

**Is Crewcial Partners LLC registered with the SEC or a state?**
Crewcial Partners LLC is an SEC-registered investment advisory firm, registered since 2004. Status as filed: Approved. CRD 131570.

**How much does Crewcial Partners LLC manage?**
Crewcial Partners LLC reports $971,646,493 in regulatory assets under management in its Form ADV filing dated April 30, 2026 (77% discretionary).

**How have Crewcial Partners LLC's assets and staff changed since 2021?**
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.

**What types of clients does Crewcial Partners LLC serve?**
By number of clients on Form ADV Item 5.D: charitable organizations (9).

**Which custodians does Crewcial Partners LLC use?**
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.

**Does Crewcial Partners LLC report any disciplinary disclosures?**
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

**Does Crewcial Partners LLC state an account minimum?**
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."

**What changed in Crewcial Partners LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 9 to 6.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Account minimum: $25,000,000 (the brochure says it may be waived or negotiated)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Comerica Bank
- Fifth Third Bank

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.

### Regulatory assets under management (Item 5.F)
- Total: $971,646,493
- Discretionary: $749,455,282
- Non-discretionary: $222,191,211

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | Fewer than 5 | $95,982,988 |
| Charitable organizations | 9 | $875,663,505 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2004 (22 years)
- Employees: 45 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, LA, NY, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- crewcialpartners.com
- LinkedIn @crewcial-partners-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $787,618,000 | 69 | August 5, 2021 |
| October 2022 | $726,406,537 | 68 | April 6, 2022 |
| October 2023 | $1,289,114,751 | 66 | March 30, 2023 |
| October 2024 | $1,108,558,639 | 55 | July 22, 2024 |
| October 2025 | $969,430,911 | 55 | May 27, 2025 |
| October 2026 | $971,646,493 | 45 | April 30, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 9 to 6.

### January 2026
- No longer registered or notice-filed in WI.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Crewcial Partners LLC (CRD 131570): Form ADV filing data as of October 2026.