CRYSTAL CAPITAL PARTNERS, LLC

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Adviser Profile

As of Date:

03/28/2024

Adviser Type:

- Large advisory firm

Number of Employees:

21

of those in investment advisory functions:

6 20.00%

Registration:

SEC, Approved, 12/20/2007

AUM:

871,000,000 17.70%

of that, discretionary:

0

GAV:

871,000,000 17.70%

Avg Account Size:

1,849,257 13.95%

SMA’s:

NO

Private Funds:

2 1

Contact Info

305 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
740M 634M 529M 423M 317M 211M 106M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News

Crystal Capital Partners Reports Strong Growth and Increased Demand for Alternative ...
02/28/2024

Three new hedge funds were added to the platform, bringing the total roster to 37 hedge fund exposures. For its private markets program, Crystal ...

wreg.com

Crystal Capital Partners Named Best Alternative Investment Solution Finalist in the 2023 ...
07/31/2023

Crystal's founders have been investors in private funds since 1994, working with ... private credit, venture capital and hedge fund managers.

prnewswire.com


Private Funds Structure

Fund Type Count GAV
Other Private Fund 2 $871,000,000

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Private Funds



Employees




Brochure Summary

Overview

Crystal was formed in 2007. Crystal’s principal owners are The Brod Family 2012 Trust, Nicobro Holdings, Inc., and Strauss Family 2012 Trust. Crystal Capital Partners, LLC (“Crystal”), provides nondiscretionary fund management services to certain private investment limited liability companies and offshore investment funds that are privately placed (collectively, the “Funds”), and their respective segregated portfolios (collectively, the “Portfolios”). Crystal also provides nondiscretionary fund management services to certain private investment limited liability companies and offshore investment funds (collectively, the “Master Funds”). The Master Funds operate as “master” funds in a master-feeder fund structure into which the relevant Funds will invest. In addition, Crystal, as fund manager on behalf of the Funds, (i) performs operational due diligence on certain Other Funds
and Managers (as defined below) and (ii) makes available consolidated reporting and web-based analytical tools to certain Portfolio Advisers and/or investors. However, Portfolio Advisers or investors into self-directed Portfolios make determinations as to the suitability or appropriateness of any Other Funds and Managers for any particular Portfolio. Portfolio Advisers or investors into self-directed Portfolios also shall perform any additional due diligence they deem necessary or appropriate. A Portfolio Adviser selected by an investor provides exclusive advisory services and has full investment discretion to such investor’s Portfolio, while an investor into a self-directed Portfolio assumes full discretionary investment authority with respect to such Portfolio. As of December 31, 2022, Crystal managed approximately US $740,000,000 million in non- discretionary assets.