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CREWE ADVISORS LLC

dba CREWE ADVISORS · CRD 173920 · Registered Investment Adviser

Custody via related personManages private funds

CREWE ADVISORS LLC is a Registered Investment Adviser headquartered in SALT LAKE CITY, UT. The firm reports $3,050,592,310 in regulatory assets under management across 1,985 accounts, and manages 1 private fund(s). It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$3,040,378,317
Non-discretionary$10,213,993
Total RAUM$3,050,592,310
Accounts1,985

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 173920. adviserinfo.sec.gov/firm/summary/173920.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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