# Crewe Advisors

Crewe Advisors is a Multi Family Office based in Salt Lake City, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Salt Lake City, United States
- **Region:** North America
- **Address:** Salt Lake City, UT, United States
- **Founded:** 2015
- **Assets under management:** 2512 (Altss estimate)
- **Website:** creweadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/crewe-advisors

## Regulatory record

- **CRD number:** 173920
- **SEC file number:** 801-80723
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-03T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/173920

## About

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.

## Sectors

- Healthcare Services
- ClimateTech
- Digital Health
- Energy Transition & Renewables
- Enterprise Software
- ESG

## People

- Ryan Halliday — Managing Partner and primary owner

## 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.

### Which sectors does Crewe Advisors focus on?

Confirmed focuses include Healthcare Services, ClimateTech, Digital Health, Energy Transition & Renewables, Enterprise Software, and ESG.

## Related profiles

- [Cervin Family Office](https://altss.com/profile/cervin-family-office)
- [New Republic Partners](https://altss.com/profile/new-republic-partners)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/crewe-advisors

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