C
Crews Capital Management, LP
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$28,950,000
Clients
5
80% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
5
LowAverage account size
$5,790,000
About
Crews Capital Management, LP provides discretionary portfolio management and financial planning to individuals, trusts, estates and private corporations, with an emphasis on individualized stock selection and tax-aware portfolio adjustments. The brochure reports a small client roster and roughly $29 million in assets under management, with services tailored through client agreements.
The firm’s investment approach is primarily fundamental analysis of individual companies, supplemented by screening tools, external research and occasional technical analysis for short-term trading in aggressive accounts. While it uses the common percentage-of-assets billing for most clients, the firm also offers a performance-based fee arrangement to qualified investors, and typically executes trades through institutional brokerage relationships that provide custody and platform services.
Noteworthy for an independent adviser, the firm’s use of a performance-fee option is a statistically uncommon practice among peers and is presented alongside a small, concentrated client base that the brochure says allows more customization, such as tax-loss harvesting and tailored stock exposures. The firm discloses several outside-business relationships — including access to private real-estate opportunities and non-investment ventures — and identifies related conflicts of interest that it addresses via disclosure, a Code of Ethics, and client consent.
Client services
Financial planning
Portfolio management
Expertise
Concentrated stock management
Charitable giving tax strategies
Wealth management
General tax planning
Fee options
1.00% of assets under management plus 20% of all returns greater than 0%, paid annually
Account minimum: $200,000 for standard portfolio management; clients with assets under $200,000 may enter an entry program for $300/quarter Fee-only: Entry program at $300 per quarter for clients with assets under $200,000
Main office location
Crews Capital Management, LP
Cypress TX, United States
Number of offices
2
Most active in
Crews Capital Management, LP has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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