Crystal Capital Partners, LLC

RIASEC RegisteredEst. 2007
Total AUM
$1.3B
Discretionary
$0
0% of AUM
Avg account
$2.1M
Accounts
615
Employees
23
Advisory reps
3

Firm details

Headquarters
Bay Harbor Islands, Florida
CRD number
146010
Registered since
December 20, 2007
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles100%

Firm profile

FINTRX

Overview

Crystal Capital Partners, LLC is an SEC‑registered limited liability company formed in 2007 that serves institutional clients. The firm operates as a commodity pool operator/commodity trading advisor (CPO/CTA) and is classified as an "Other Fund Provider" rather than a capital allocator. Its revenue model is fee‑based tied to a percentage of assets under management. Crystal Capital is flagged as an active ESG investor, indicating that environmental, social, and governance considerations play a role in its investment or manager‑selection process. The firm is not registered as a multi‑state adviser and does not describe itself as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Michael Hoyer

    Michael Hoyer

    Chief Financial Officer & Chief Compliance OfficerCRD 4512759

  • Natalie Brod

    Natalie Brod

    Partner, Chief Marketing OfficerCRD 5465098

  • Steven Brod

    Steven Brod

    Chief Executive OfficerCRD 5063448

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Bay Harbor Islands, FL

Miami Dade

Location

Bay Harbor Islands, FL

Headquartered in Bay Harbor Islands, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
1111 Kane Concourse
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth