Crystal Rock Capital Management, LLC
Firm details
- Headquarters
- Bannockburn, Illinois
- CRD number
- 157296
- Registered since
- February 13, 2012
- Website
- www.crystalrockcap.com
- Custodians
- BANK OF AMERICA, J.P. MORGAN SECURITIES INC.
- Fee structure
- Percentage of AUM, Other
- Client types
- Pooled Investment Vehicles74.7%
- HNWI25.3%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Crystal Rock Capital Management, LLC is a privately owned hedge fund structured as an LLC that provides portfolio management to institutional clients, pooled vehicles, and individuals or small businesses. The adviser is registered with the SEC (registered in 2012). Its fee model includes a percentage-of-AUM component and other fee arrangements. The firm does not identify as an active ESG investor and is not positioned as a multi-state or newly formed adviser. Advisory activities center on discretionary portfolio management across separate accounts and pooled investment vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Bannockburn, IL
Lake
Location
Bannockburn, IL
Headquartered in Bannockburn, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Lake
- Address
- 2201 Waukegan Rd
- Time zone
- CT (UTC-6)
- Office locations
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