Allocator Index · CRD 173920

CREWE ADVISORS

Salt Lake City, UT · 385-355-2700 · linkedin.com/company/crewe-advisors/?originalsubdomain=ca

SEC IAPD record ↗

Fit score

66

  • any_private_fund+22
  • hnw>=200+20
  • hnw_majority+8
  • employees 3-60+8
  • aum $3.0B-$10.0B+8

HNW clients

303

Other individuals

211

HNW assets

$1.68B

Total AUM

$3.05B

Employees

32

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

FundTypeGross asset value
CREWE PARTNERS ONE, LLCVenture Capital Fund$21.8M