Colonial Consulting (now Crewcial Partners LLC)

Overview

Our value as an organization rests not only in what we do, but in how we do it.¹

Colonial Consulting (now Crewcial Partners LLC)'s investment work supports client portfolio construction, manager oversight, and advisory mandates.¹

Estimated AUM: $749.5M as of Dec 31, 2025²
Capital pool: Third-party OCIO/advisory assets for nonprofit endowments, foundations, and mission-driven institutions (not a proprietary balance sheet)¹
Investment model: The Firm also advises clients with respect to the hiring, retention, and termination of independent third-party investment managers (Third-Party Managers and together with managers of mutual funds, exchange-traded funds, and other private funds, investment managers).¹
Investment approach: From asset allocation to manager research and selection, we provide services geared toward helping not-for-profits spend and grow in perpetuity.¹
Spending support: Not listed yet
Spending policy: Not listed yet
Asset allocation: Public evidence references these asset classes or allocation areas: private equity, venture capital, private credit, hedge funds, real estate, infrastructure, public markets, fixed income.¹
Performance: Not listed yet
Governance: Based on these discussions, Crewcial produces a proposed investment policy statement (IPS) which is distributed to the client for review and comment.²
Investment team: At the core of our firm is our Investment Team, tasked with providing our clients with the prudent guidance and exceptional service they need to meet their investment objectives.¹
Unfunded commitments: Not listed yet
Source freshness: Last verified Jul 21, 2026 · Verified

Last verified Jul 21, 2026 from public career and organization materials.

Website (crewcialpartners.com)Parent organization overview, Pool purpose, Capital pool, Investment model, Investment approach, Asset allocation, Investment team · checked Jul 25, 2026
Website (ocioanalytics.com)Estimated AUM, Governance · checked Jul 25, 2026
Website (crewcialpartners.com)Investment office page · checked Jul 25, 2026