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RIA / WealthRegistered adviserinstitutional managerSEC registeredRAUM 100m 1b

CREWCIAL PARTNERS LLC

CRD 131570

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3a2d0919-c7c7-48e8-554f-b74262dd0894

Data as of Apr 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 8
On other graphs: 0
Observed: Mar 29, 2012 to Apr 30, 2026
36 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: institutional managerderivedprivate_client_share=0.1 fund_share=0.0 institutional_share=0.9 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $972MItem 5.F on the latest filing (2026-04-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $749M
Private client RAUM: $96.0MderivedItem 5.D individuals plus high net worth individuals
Private client share: 10%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 45
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 246
Custody, client assets: $972M
SEC number: 801-63229
CRD: 131570
Filings on the tape: 36
First filed: Mar 29, 2012
Latest filed: Apr 30, 2026
Organised: Limited Liability Company, DE

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CEGLIA, MILINDA, SUAZO	MANAGING MEMBER/CHIEF FINANCIAL OFFICER	A	yes	07/2004	Mar 29, 2012	Nov 25, 2024
GEORGALAS, CHARLES, CONSTANTINE	MANAGING MEMBER /SENIOR INVESTMENT CONSULTANT	C	yes	06/2004	Mar 29, 2012	Nov 25, 2024
GRULLON, DINE, FORTUNA	CHIEF EXECUTIVE OFFICER / CHIEF OPERATIONS OFFICER / MANAGING MEMBER	B	yes	06/2004	Mar 29, 2012	Nov 25, 2024
MILLER, MICHAEL, ADAM	MANAGING MEMBER/CHIEF INVESTMENT OFFICER	C	yes	06/2004	Mar 29, 2012	Nov 25, 2024
PENA, KENISHA, DUPLECHAIN	CHIEF COMPLIANCE OFFICER	Na	no	12/2019	Dec 20, 2019	Nov 25, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CREWCIAL AH 2024 MM, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 14 of 15

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 30, 2026	$972M	$749M	45	6	0	n/a	n/a
2023	Apr 1, 2024	$1.1B	$912M	55	9	1	n/a	n/a
2022	Mar 30, 2023	$1.3B	$841M	66	23	1	n/a	n/a
2021	Mar 31, 2022	$726M	$716M	68	23	1	n/a	n/a
2020	Mar 29, 2021	$788M	$788M	69	24	1	n/a	n/a
2019	Mar 30, 2020	$738M	$738M	64	22	1	n/a	n/a
2018	Mar 29, 2019	$211M	$211M	63	23	2	n/a	n/a
2017	Mar 9, 2018	n/a	n/a	62	25	2	n/a	n/a
2016	Mar 31, 2017	n/a	n/a	62	23	n/a	n/a	n/a
2015	Mar 30, 2016	n/a	n/a	58	22	n/a	n/a	n/a
2014	Mar 31, 2015	n/a	n/a	62	24	n/a	n/a	n/a
2013	Mar 31, 2014	n/a	n/a	62	22	n/a	n/a	n/a
2012	Mar 28, 2013	n/a	n/a	50	18	n/a	n/a	n/a
2011	Mar 29, 2012	n/a	n/a	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$972M	n/a	n/a	$1.3B	-9.0%	45	n/a	0	n/a

Relationships

Controls (4)

← GRULLON, DINE, FORTUNAOwnerCHIEF EXECUTIVE OFFICER / CHIEF OPERATIONS OFFICER / MANAGING MEMBER, ownership code B, individual
Mar 29, 2012 to Nov 25, 2024factForm ADV
← CEGLIA, MILINDA, SUAZOOwnerMANAGING MEMBER/CHIEF FINANCIAL OFFICER, ownership code A, individual
Mar 29, 2012 to Nov 25, 2024factForm ADV
← GEORGALAS, CHARLES, CONSTANTINEOwnerMANAGING MEMBER /SENIOR INVESTMENT CONSULTANT, ownership code C, individual
Mar 29, 2012 to Nov 25, 2024factForm ADV
← MILLER, MICHAEL, ADAMOwnerMANAGING MEMBER/CHIEF INVESTMENT OFFICER, ownership code C, individual
Mar 29, 2012 to Nov 25, 2024factForm ADV

Owns (1)

← PENA, KENISHA, DUPLECHAINOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Dec 20, 2019 to Nov 25, 2024factForm ADV

Dated events

Occurred
Apr 1, 2024
Control person left
Matthew Van Kirk (Managing Member) no longer on Schedule A of Crewcial Partners Llc (listed 2023-03-30, absent 2024-04-01)
Form ADVobserved 5 days ago
Occurred
Mar 30, 2023
Regulatory AUM changed
Crewcial Partners Llc reported RAUM $1.3B, up 77% from $726.4M (2023-02-01 to 2023-03-30)
Form ADVobserved 5 days ago
$563M
Occurred
Mar 31, 2022
Control person left
P Patricia Wortham (Chief Human Resources Officer) no longer on Schedule A of Crewcial Partners Llc (listed 2021-08-05, absent 2022-03-31)
Form ADVobserved 5 days ago
Occurred
Mar 29, 2021
Control person left
Francis Brian Crawford (Managing Member) no longer on Schedule A of Crewcial Partners Llc (listed 2020-11-13, absent 2021-03-29)
Form ADVobserved 5 days ago
Occurred
Mar 30, 2020
Regulatory AUM changed
Crewcial Partners Llc reported RAUM $737.9M, up 249% from $211.4M (2019-12-20 to 2020-03-30)
Form ADVobserved 5 days ago
$526M
Occurred
Mar 30, 2020
Control person joined
Francis Brian Crawford (Managing Member) appeared on Schedule A of Crewcial Partners Llc
Form ADVobserved 5 days ago
Occurred
Mar 30, 2020
Control person joined
P Patricia Wortham (Chief Human Resources Officer) appeared on Schedule A of Crewcial Partners Llc
Form ADVobserved 5 days ago
Occurred
Mar 30, 2020
Control person left
Harry James Russo (Managing Member) no longer on Schedule A of Crewcial Partners Llc (listed 2019-12-20, absent 2020-03-30)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3a2d0919-c7c7-48e8-554f-b74262dd0894
First observed: Mar 29, 2012
Last observed: Apr 30, 2026 4 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CREWCIAL PARTNERS LLC

CRD 131570

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3a2d0919-c7c7-48e8-554f-b74262dd0894

Data as of Apr 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:53 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CEGLIA, MILINDA, SUAZO

MANAGING MEMBER/CHIEF FINANCIAL OFFICER

yes

07/2004

Mar 29, 2012

Nov 25, 2024

GEORGALAS, CHARLES, CONSTANTINE

MANAGING MEMBER /SENIOR INVESTMENT CONSULTANT

yes

06/2004

Mar 29, 2012

Nov 25, 2024

GRULLON, DINE, FORTUNA

CHIEF EXECUTIVE OFFICER / CHIEF OPERATIONS OFFICER / MANAGING MEMBER

yes

06/2004

Mar 29, 2012

Nov 25, 2024

MILLER, MICHAEL, ADAM

MANAGING MEMBER/CHIEF INVESTMENT OFFICER

yes

06/2004

Mar 29, 2012

Nov 25, 2024

PENA, KENISHA, DUPLECHAIN

CHIEF COMPLIANCE OFFICER

12/2019

Dec 20, 2019

Nov 25, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CREWCIAL AH 2024 MM, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 30, 2026

$972M

$749M

n/a

2023

Apr 1, 2024

$1.1B

$912M

n/a

2022

Mar 30, 2023

$1.3B

$841M

n/a

2021

Mar 31, 2022

$726M

$716M

n/a

2020

Mar 29, 2021

$788M

n/a

2019

Mar 30, 2020

$738M

n/a

2018

Mar 29, 2019

$211M

n/a

2017

Mar 9, 2018

n/a

2016

Mar 31, 2017

n/a

2015

Mar 30, 2016

n/a

2014

Mar 31, 2015

n/a

2013

Mar 31, 2014

n/a

2012

Mar 28, 2013

n/a

2011

Mar 29, 2012

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$972M

n/a

$1.3B

-9.0%

n/a