Crew Capital Management Ltd

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Assets, Funds, Holdings

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Crew Capital Management Ltd
CRD #125402
SEC #801-119376
CIK #0001835669
AUM $216.4 M (2025-03-12)
Employees 8 (100% Investors, 12% Brokers)
Phone513-245-2620
Address4030 Smith Rd
Cincinnati, OH 45209
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
2502001501005002011201620212026
CIK Period
0001835669
Sector Form 13F Holdings Value ($M)
Procter & Gamble Co 6.5
Apple Inc 6.0
Microsoft Corp 5.2
Broadcom Inc 2.8
Nvidia Corp 2.7
Alphabet Inc 2.2
VISA Inc 2.2
J P Morgan Chase & Co 1.8
Facebook Inc 1.6
Home Depot Inc 1.5
AbbVie Inc 1.5
KLA Tencor Corp 1.3
Mastercard Inc 1.3
Intuit Inc 1.2
Amphenol Corp /DE/ 1.2
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 220 49.9
(b) Individuals (high net worth individuals) 54 166.5
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 572 216.4
By Discretionary
Discretionary 572 216.4
Non-Discretionary 0 0.0
Total 572 216.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 216.4
Total 572 216.4
EDGAR Form CIK 2011 - 2025
13F-HR [0001835669]
Comparable Firms State AUM ($B)
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IN 0.2
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CA 0.2
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Teeple Wealth Management LLC
IN 0.2
Adaptation Financial Advisors Inc
OK 0.2
Parker Financial LLC
WA 0.2
Voyager Capital Management LLC
WI 0.2
Walker Financial Advisors Inc DBA California 457 Benefits
CA 0.2
Fairlead Strategies LLC
CT 0.2
The Holland Group Retirement Wealth Advisors LLC
FL 0.2
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