9AT: CRYSTAL CAPITAL PARTNERS, LLC

other names

CRYSTAL CAPITAL PARTNERS, LLC

Adviser Profile

As of Date	03/31/2026
ADV Location	BAY HARBOR ISLANDS, FL, United States
Adviser Type - Large advisory firm
Number of Employees	23 10%
of those in investment advisory functions	6
Registration	SEC, Approved, 12/20/2007

AUM^*	1,296,000,000 49%
of that, discretionary	0
Private Fund GAV^*	1,296,000,000 28%
Avg Account Size	2,107,317 14%
SMA’s	No
Private Funds	9 7
Contact Info	305 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

Compensation Arrangments

- A percentage of assets under your management

Fund Type	Count	GAV
Fund TypeHedge Fund	Count5	GAV$
Fund TypePrivate Equity Fund	Count2	GAV$
Fund TypeOther Private Fund	Count2	GAV$1,296,000,000

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser IMARA ASSET MANAGEMENT LIMITED	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM42.8m	#Funds-
Adviser SQN INVESTORS LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM279.1m	#Funds-
Adviser WESTROCK ASSET MANAGEMENT, LLC	Hedge Fund151.4m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund29.2m	Total Private Fund GAV180.6m	AUM162.7m	#Funds5
Adviser UNIMAR	Hedge Fund66.6m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund117.9m	Total Private Fund GAV184.5m	AUM230.8m	#Funds8
Adviser CALLODINE CAPITAL MANAGEMENT	Hedge Fund903.3m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund51.6m	Total Private Fund GAV954.9m	AUM2.0b	#Funds6
Adviser INVESTCORP ABSOLUTE RETURN INVESTMENTS LLC	Hedge Fund64.8m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund488.9m	Total Private Fund GAV553.7m	AUM1.1b	#Funds3
Adviser BALEEN CAPITAL MANAGEMENT LLC	Hedge Fund136.8k	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund31.9m	Total Private Fund GAV32.0m	AUM168.7m	#Funds3
Adviser ADVANTAGE ADVISERS MANAGEMENT, LLC	Hedge Fund468.8m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV468.8m	AUM468.8m	#Funds1
Adviser TELEMUS CAPITAL, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM3.0b	#Funds-
Adviser BRIARWOOD CHASE MANAGEMENT LLC	Hedge Fund1.2b	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund135.4m	Total Private Fund GAV1.4b	AUM1.4b	#Funds8

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 provides nondiscretionary fund management services to certain privately placed limited liability companies and offshore investment funds (collectively, the “Funds”). Crystal also provides nondiscretionary fund management services to certain other privately placed 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. The Funds and Master Funds provide registered investment advisers (“Portfolio Advisors”) and their clients with the ability to create customized segregated portfolios of exposures to hedge funds and private equity funds portfolios (collectively, the “Portfolios”). 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 Portfolio Advisors and/or investors. However, Portfolio Advisors (on behalf of their clients), or investors of self-directed Portfolios make determinations as to the suitability or appropriateness of Other Funds and Managers for any particular Portfolio. Portfolio Advisors and investors of self-directed Portfolios also shall perform any additional due diligence they deem necessary or appropriate. A Portfolio Advisor selected by their client provides exclusive advisory services and has full investment discretion with respect to such client’s Portfolio, while an investor into a self-directed Portfolio assumes full discretionary investment authority with respect to such Portfolio. Crystal does not assume or accept discretionary authority over any Portfolios. As of December 31, 2023, Crystal managed approximately US $871,000,000 in non-discretionary assets.

CRYSTAL CAPITAL PARTNERS, LLC

Adviser Profile

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