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Building 2CREWCIAL PARTNERS LLC

Map pinNEW YORK, NY
Phone212-218-4900
NotebookSEC #801-63229
Total AUM
$971.6M
Employees
45
Clients
10

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
810 7TH AVENUE
32ND FLOOR
NEW YORK
NY 10019
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
212-218-4900

ReceiptFinancials

Total AUM
$971.6M
Accounts
246
Discretionary
$749.5M
Accounts
203
Non-Discretionary
$222.2M
Accounts
43

ContactClients

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HNW Individual Clients
1
AUM
$96M
Charitable Organization Clients
9
AUM
$875.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPublications
Other Services
INVESTMENT CONSULTING SERVICES INCLUDING ASSET ALLOCATION STRATEGY,INVESTMENT OBJECTIVES,PERFORMANCE MEASUREMENT,
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
PERCENTAGE OF ASSETS UNDER ADVISEMENT

Shield checkCompliance

Disclosures

None reported

State Registrations
CALANYPATX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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