Crewcial Partners LLC ®

Crewcial Partners LLC ®

Financial Services

New York, New York 2,966 followers

Investment Expertise To Help You Make A Difference

About us

We partner with non-profits to invest their capital in ways that serve their mission and expand their impact. Our vision is to create a world where one day, all non-profits have the resources to achieve their vision. ——————————————————— Crewcial Partners is an SEC registered investment adviser located in New York. Advisor and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which Advisor maintains clients. Advisor may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Advisor’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Advisor’s web site on the Internet should not be construed by any consumer and/or prospective client as Advisor’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any testimonials or endorsements contained on this page or in videos may be given by current clients or non-clients and are not paid for. There are no conflicts of interest involved with any of those individuals' giving testimonials or endorsements.

Industry
Financial Services
Company size
51-200 employees
Headquarters
New York, New York
Type
Privately Held
Founded
1980
Specialties
Investment advisor, portfolio transitions, manager searches, manager due diligence & risk assessment, portfolio analytics, asset allocation reviews, performance reporting, educational workshops, rebalancing strategies, and foundation investment consultants

Locations

Employees at Crewcial Partners LLC ®

Updates

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