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Crewe Advisors LLC

● SEC registered since 2015CRD 173920SEC# 801-80723Salt Lake City, UT
Export (members)
Ranks #1,732 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$3.05B
Fund GAV
$21.8M
Private funds
1
Employees
32
Accounts
1,985
Location
Salt Lake City, UT

Crewe Advisors LLC assets under management

Crewe Advisors LLC is an SEC-registered investment adviser based in Salt Lake City, UT. The firm has been registered since 2015. It reports $3.1 billion in regulatory assets under management and employs 32 people. Crewe Advisors LLC manages 1 private fund with combined gross assets of $21.8 million, including Crewe Partners One, LLC. By regulatory assets, it ranks 1,732 of 6,004 private fund managers.

Crewe Advisors LLC private funds

1 funds · $21.8M GAV
FundTypeGross assetsMin.
Crewe Partners One, LLCVenture Capital$21.8M

Crewe Advisors LLC owners & executives

21 reported
NameTitleOwnershipSince
Crewe Holdings, LLCHolding Company5-10%2014
Daniel David Sudit ControlPartnerUnder 5%2015
Hayley Nicole Nelson ControlChief Compliance OfficerUnder 5%2018
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Frequently asked questions

How much does Crewe Advisors LLC manage?

Crewe Advisors LLC reports $3.1 billion in regulatory assets under management on its Form ADV.

How many private funds does Crewe Advisors LLC manage?

Crewe Advisors LLC manages 1 private funds with combined gross assets of $21.8 million.

How many employees does Crewe Advisors LLC have?

Crewe Advisors LLC reports 32 employees.

Where is Crewe Advisors LLC located?

Crewe Advisors LLC is based in Salt Lake City, UT and has been SEC-registered since 2015.

Does Crewe Advisors LLC disclose fund performance?

Crewe Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address650 S. Main Street, Suite 700, Salt Lake City, UT 84101
Phone385-355-2700
Fax(385) 355-2722
Office hours8:00a.m.-5:00p.m.
SEC regionDenver Regional Office (DRO)
CIK1730033
Discloses disciplinary historyNo

Regulatory AUM

$3.05B▲ 21%
Mar '25 — $2.51BApr '25 — $2.51BMay '25 — $2.51BJun '25 — $2.51BJul '25 — $2.51BAug '25 — $2.51BSep '25 — $2.51BOct '25 — $2.51BNov '25 — $2.51BDec '25 — $2.51BJan '26 — $2.51BFeb '26 — $2.51BMar '26 — $3.05BApr '26 — $3.05BMay '26 — $3.05BJun '26 — $3.05B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 17%
Larger than 83% of 16,271 advisers
AUM vs fund managersTop 29%
Larger than 71% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 17%
More than 83% of 16,825 advisers

Assets under management

$3.05Bregulatory AUM
Discretionary $3.04BNon-discretionary $10.2M

Service providers

Administrator