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| Happy Holidays!! thanks for using AUM13F!! |
| Crewcial Partners LLC
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|---|---|
| CRD # | 131570 |
| SEC # | 801-63229 |
| CIK # | |
| AUM | $969.4 M (2025-05-27) |
| Employees | 55 (16% Investors, 0% Brokers) |
| Phone | 212-218-4900 |
| Address | 810 7th Avenue New York, NY 10019 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 1 | 0.1 |
| (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 | 10 | 0.9 |
| (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 | 300 | 1.0 |
| By Discretionary | ||
| Discretionary | 256 | 0.8 |
| Non-Discretionary | 44 | 0.2 |
| Total | 300 | 1.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.0 | |
| Total | 300 | 1.0 |
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|---|---|---|
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✚
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1.0 | |
|
Kaiser Partner Financial Advisors Ltd
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1.0 | |
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IA | 1.0 |
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|
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|
First Affirmative Financial Network LLC
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CO | 1.0 |
|
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|
CA | 1.0 |
|
The Joseph Group LLC
✚
|
OH | 0.9 |