CRYSTAL CAPITAL PARTNERS, LLC
Firm details
- Headquarters
- BAY HARBOR ISLANDS, Florida
- CRD number
- 146010
- Registered since
- December 20, 2007
- Website
- www.crystalfunds.com
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles100%
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3MICHAEL HOYER
Chief Financial Officer & Chief Compliance OfficerCRD 4512759
NATALIE BROD
Partner, Chief Marketing OfficerCRD 5465098
STEVEN BROD
Chief Executive OfficerCRD 5063448
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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