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| Crewe Advisors LLC
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| CRD # | 173920 |
| SEC # | 801-80723 |
| CIK # | 0001730033 |
| AUM | 3,050.6 M (2026-04-03) |
| Employees | 32 (50% Investors, 6% Brokers) |
| Phone | 385-355-2700 |
| Address | 650 S Main Street Salt Lake City, UT 84101 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| PACS Group Inc | 88.5 | ||
| Microsoft Corp | 30.9 | ||
| Apple Inc | 26.7 | ||
| Chevron Corp | 21.6 | ||
| Alphabet Inc | 15.2 | ||
| Advanced Micro Devices Inc | 8.0 | ||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| VC | Crewe Partners One LLC | [2026-03-25] | 22.0 M | 21.8 M |
| Offered $22,000,000 · Filed 2025-08-07 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Duration One year or less · Revenue Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 211 | 0.1 |
| (b) Individuals (high net worth individuals) | 303 | 1.7 |
| (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 | 1 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 71 | 0.2 |
| (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 | 173 | 1.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,985 | 3.1 |
| By Discretionary | ||
| Discretionary | 1,973 | 3.0 |
| Non-Discretionary | 12 | 0.0 |
| Total | 1,985 | 3.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.0 | |
| Total | 1,985 | 3.1 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Crewe Alternative Investments LLC | Executive Officer | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001730033] | |
| SC 13G | [0001730033] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Crewe Advisors LLC | Pluralsight Inc | [2019-01-31] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 1 |
| Serves | Institutional, Retail |
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