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Building 2CREW CAPITAL MANAGEMENT, LTD.

Map pinCINCINNATI, OH
Phone513-245-2620
NotebookSEC #801-119376
Total AUM
$235.4M
Employees
7
Clients
203

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4030 SMITH RD.
SUITE 200
CINCINNATI
OH 45209
United States
Operating Hours
9 A.M. TO 5 P.M.
Monday - Friday
Phone
513-245-2620
Other Offices
1

ReceiptFinancials

Total AUM
$235.4M
Accounts
539
Discretionary
$235.4M
Accounts
539
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
143
AUM
$27.2M
HNW Individual Clients
60
AUM
$208.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
DILIGENCE ON THIRD-PARTY INVESTMENT ADVISORS MANAGING PRIVATE PLACEMENT LIFE INSURANCE ASSETS
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Pending Civil Proceeding
State Registrations
CADCFLINKYNHOHSCTNTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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