Crewcial Partners Llc
- Regulatory AUM
- $972M
- Discretionary
- $749M
- Clients
- 9
- Avg AUM / client
- $108M
- Accounts
- 246
- Employees
- 45
AUM over time
Annual snapshots from Form ADV filings · as of Apr 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | Fewer than 5 clients | $96.0M | 9.88% |
| Charitable organizations | 9 | $876M | 90.1% |
Nonprofit clients
Charities that reported this firm as a top-paid contractor (investment services) on Form 990.
| Charity | Location | Period |
|---|---|---|
| Dekalb County Community Foundation EIN 363788167 | Sycamore, IL | 12/31/2024 |
| Community Foundation Of Greater Flint EIN 382190667 | Flint, MI | 12/31/2024 |
| Community Foundation For Greater Buffalo Inc EIN 222743917 | Buffalo, NY | 12/31/2024 |
| Greater Milwaukee Foundation Inc EIN 396036407 | Milwaukee, WI | 12/31/2024 |
| The Seattle Foundation EIN 916013536 | Seattle, WA | 12/31/2024 |
| San Antonio Area Foundation EIN 746065414 | San Antonio, TX | 12/31/2024 |
| Wnet EIN 262810489 | New York, NY | 06/30/2024 |
| Lsu Health Foundation New Orleans EIN 721115391 | New Orleans, LA | 06/30/2024 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Pension Plan For Employees Of Phipps Houses And Affiliates Phipps Houses | 2024 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Georgalas, Charles, Constantine | Managing Member /Senior Investment Consultant | Jun 2004 (22y) | 25% – 50% | |
| Grullon, Dine, Fortuna | Chief Executive Officer / Chief Operations Officer / Managing Member | Jun 2004 (22y) | 10% – 25% | |
| Miller, Michael, Adam | Managing Member/Chief Investment Officer | Jun 2004 (22y) | 25% – 50% | |
| Ceglia, Milinda, Suazo | Managing Member/Chief Financial Officer | Jul 2004 (22y) | 5% – 10% | |
| Pena, Kenisha, Duplechain | Chief Compliance Officer | Dec 2019 (7y) | Less than 5% |
Undisclosed: 0% – 35% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Pension Plan For Employees Of Phipps Houses And Affiliates | Phipps Houses | 90 | $53.2M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Foundations & charities (8)
| Organization | Type | Assets | As of |
|---|---|---|---|
| Dekalb County Community Foundation | Public charity | $75.4M | 12/31/2024 |
| Community Foundation Of Greater Flint | Public charity | $314M | 12/31/2024 |
| Community Foundation For Greater Buffalo Inc | Public charity | $944M | 12/31/2024 |
| Greater Milwaukee Foundation Inc | Public charity | $1.1B | 12/31/2024 |
| The Seattle Foundation | Public charity | $1.4B | 12/31/2024 |
| San Antonio Area Foundation | Public charity | $641M | 12/31/2024 |
| Wnet | Public charity | $409M | 06/30/2024 |
| Lsu Health Foundation New Orleans | Public charity | $208M | 06/30/2024 |
From IRS Form 990 investment-management-fee disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/30/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
- • Other fees
- • PERCENTAGE OF ASSETS UNDER ADVISEMENT
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Fifth Third Bank $127M (13% of AUM) Apr 2026
- Comerica Bank Trust National Association $117M (12% of AUM) Apr 2026
- BNY Mellon $29.0M (14% of AUM) Dec 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 30, 2026.
View current Form ADV (SEC/IAPD) ↗