Crewcial Partners LLC

Crewcial Partners LLC, formerly known as Colonial Consulting, LLC, is an SEC-registered investment adviser based in New York, NY. Established in 1980, the firm offers investment consulting and management services primarily to endowments, foundations, charitable organizations, and other not-for-profit entities. Crewcial tailors its advice to each client's needs, focusing on selecting institutional quality private investment funds, mutual funds, and ETFs. The firm may also provide investment management services on a discretionary basis. Clients typically have a minimum account size of $25 million, although this requirement may be waived. The fee structure includes a standard fee of up to 0.34% annually or an incentive fee option for unrestricted portfolios. Crewcial may also charge an additional administrative fee of up to 0.10%. The firm's investment philosophy emphasizes long-term strategic asset allocation and diversification to manage risk. Crewcial does not have any disciplinary events to disclose and maintains a fiduciary standard. The firm does not receive compensation for client referrals and does not have custody of client assets. Clients with discretionary accounts grant Crewcial authority to make investment decisions without prior consent. Crewcial does not vote on proxies for client securities. The firm conducts ongoing reviews of client accounts and provides detailed performance reports.