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Crewe Advisors
Ryan Halliday established Crewe Advisors in 2015 in Salt Lake City. The firm originated from financial-services entrepreneurs who combined multiple advisory...
Crewe Advisors
Ryan Halliday established Crewe Advisors in 2015 in Salt Lake City. The firm originated from financial-services entrepreneurs who combined multiple advisory functions for high-net-worth families. Crewe Advisors deploys capital across venture stages from seed through growth equity, private equity, real estate, private credit, and infrastructure. It executes via direct co-investments, SPVs, fund-of-funds commitments, and secondaries. Confirmed holdings include industrial warehouses in Houston, Kalamazoo, Providence, Richmond, Bakersfield, and Corona plus cold-storage facilities in Phoenix. The firm also maintains Bitcoin and Ethereum separately managed accounts. All activity remains within North America. The firm reports 2512 million USD in assets. It operates additional vehicles including the Crewe Foundation and maintains professional affiliations with CFA Society Salt Lake and the Financial Planning Association. No operational events from the last 24 months appear in available records. Crewe Advisors integrates its investment-banking affiliate Crewe Capital directly into the multi-family-office structure, allowing internal sourcing of private-equity and M&A opportunities alongside external fund commitments.
General information
Firm type
Multi Family Office
Year founded
2015
AUM
2512 (Altss estimate)
Location
Region
North America
Country
United States
City
Salt Lake City
Corporate office
Salt Lake City, UT, United States
Principals
Ryan Halliday
Managing Partner and primary owner
Altss tracks 1 additional named team member for this firm — including direct investment leads, IR, and operating principals not listed on the public website.
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Frequently asked questions
Who runs investment decisions at Crewe Advisors?
Ryan Halliday serves as Managing Partner and primary owner. Marlo Oaks participates as a business partner.
Does Crewe Advisors participate in fund commitments or only direct deals?
The firm uses both fund-of-funds commitments and direct co-investments or SPVs.
What investment stages does Crewe Advisors typically target?
It covers buyout through growth equity as well as seed through Series G venture rounds.
Where does the underlying wealth come from?
The firm traces its origins to financial-services entrepreneurs who built the platform.
Does Crewe Advisors maintain philanthropic structures?
It operates the Crewe Foundation and supports FIRST Utah Robotics and the Stella H. Oaks Foundation.
Which sectors does Crewe Advisors focus on?
Confirmed focuses include Healthcare Services, ClimateTech, Digital Health, Energy Transition & Renewables, Enterprise Software, and ESG.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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