Crystal Capital Advisors, LLC

Overview

Crystal Capital Advisors, LLC is a small advisory firm that structures client portfolios with a clear tilt toward exchange-traded equities while also employing pooled vehicles and managed futures/commodity strategies. The firm operates as a commodity pool operator or commodity trading advisor in addition to offering traditional portfolio management services for individuals, small businesses and institutional clients. Its advisory scope also includes educational seminars and workshops, indicating an emphasis on investor education alongside portfolio management. The firm charges a mix of percentage-of-AUM, subscription and fixed fees and does not identify as an active ESG investor. Governance and sponsor activity extend into pooled investment vehicles, which suggests the adviser both manages client accounts directly and sponsors or acts as a general partner for third-party or proprietary pooled strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices