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 investment adviser organized as a limited liability company and serving primarily institutional clients. The firm charges fees based on a percentage of assets under management and is identified as an active ESG investor. Its stated business activities include functioning as a CPO or CTA, indicating experience with commodity pools and/or managed-futures style trading alongside more traditional advisory roles. Crystal Capital’s structure and client mix suggest it operates more as a specialist manager for a small set of large institutional relationships rather than a broad retail RIA.

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

    Chief Financial Officer & Chief Compliance OfficerCRD 4512759

  • NATALIE BROD

    Partner, Chief Marketing OfficerCRD 5465098

  • 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