Firm profile

CREWCIAL PARTNERS LLC

NEW YORK, NYCRD 131570Latest ADV April 30, 2026

Crewcial Partners LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated April 30, 2026, reports $972M in regulatory assets under management, 45 employees, and 246 accounts.

Assets Under Management
$972M
Employees
45
Offices
--
Total Clients
9
Primary office
NEW YORK, NY
810 7TH AVENUE, 32ND FLOOR, NEW YORK, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

4 roles identified
CEODine F. Grullon
CCOKenisha D. Pena
CFOMilinda S. Ceglia

Advisory services offered

7 types reported
Educational seminars/workshops
Other advisory services
Pension consulting services

Fee models offered

4 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentCharitable represent 100.0% of total clients.
Top client categories% of clientsClients
1
Charitable
100.0%
9
Categories with <5 clients
High net worth individuals (HNWI)<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$972Mas of April 30, 2026
Discretionary77.1%
$749M
77% of total RAUM77.1%
Non-discretionary22.9%
$222M
23% of total RAUM22.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$972M
Total Accounts246
10Y AUM Change+$972M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees45
Clients per Employee0:1
10Y Employee Change-17 (-27.4%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.