A complete list of active advisors currently associated with Crews Capital Management, LP

Warmer can help you find a great advisor at Crews Capital Management, LP or one who fits your needs even better.

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.

To learn more about the advisors currently working at Crews Capital Management, LP, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.