Empowering, Guiding and Supporting Advisors and Their Clients’
Investments in Alternatives Since 1994
BAY HARBOR ISLANDS, Fla.–(BUSINESS WIRE)–In 1994, Crystal
Capital Partners pioneered the distinctive vision to create an
institutional solution to not only navigate, but also facilitate and
simplify, the alternative investment journey — the kind of solution that
would fully empower financial advisors with a dynamic arsenal of tools,
insights and support that is crucial to any long-term success. As early
investors in many of today’s most recognizable alternative investment
managers, and after multiple decades of deep industry experience,
Crystal transformed that vision into a full-spectrum reality. A reality
that today arms independent advisors with exposure to institutional
alternative investments and provides streamlined execution for what was
once a tedious and fragmented investment process. Today, Crystal proudly
celebrates 25 years since its inception.
Crystal has established itself as a premier gateway to the
trillion-dollar institutional private equity and hedge fund industry.
Their growing community of advisors consists of over 100 independent
firms who represent over $100 billion in assets collectively. Crystal’s
partner capital makes up 8% of firm assets under management, creating a
unique sense of synergy based on direct alignment of interest. Their
in-house team of 20+ professionals — with diverse backgrounds in
finance, technology, sales and marketing — takes a personal and hands-on
approach to supporting financial advisors through every step of their
alternative investment journey.
“With over 25 years of experience in alternative investments, we are not
only poised, but also keenly determined to constantly evolve our
offering in order to adapt to advisors’ needs in the face of an
ever-changing landscape,” said Steven Brod, Senior Partner and CEO of
Crystal. “We remain focused on providing the investment advisory
community with the quantitative analytics, qualitative research,
portfolio optimization technology and other operational efficiencies
they require.”
Most independent advisors simply can’t afford to build alternative
investment platforms that are sufficiently robust, which is exactly
where the distinguished institutionality of Crystal comes in. In order
to stay competitive, advisors must lean on the expertise of a high-touch
partner, in tandem with superior investments, technology and execution.
Historically, alternative investments have been relegated to the domain
of institutional investors due to prohibitive minimums. However, by
partnering with Crystal, advisors are uniquely positioned to deliver a
customized, institutional and diversified private equity or hedge fund
portfolio to their clients with reduced minimums. Crystal’s platform
provides exposure to over 60 third-party institutional private equity
and hedge funds. Their manager selection process is conflict-free, as
they are not compensated by any of the managers in the program.
George Brod, Crystal’s Investment Committee Chairman, a trained engineer
from Carnegie Mellon University, has a deep understanding of
investments, mathematics, statistics, technology and modeling. Together,
George and Crystal’s in-house team of software engineers and investment
professionals created and developed proprietary portfolio management
tools, quantitative analytics and portfolio optimization technology
specifically designed for investing in alternatives. These tools enable
advisors to craft proposals, rebalance portfolios, manage upcoming
liquidity requirements and track private equity calls — making it
seamless and straightforward to both deliver and routinely manage
customized and diversified portfolios for multiple clients.
Recognizing that investing in individual feeder funds is time consuming
and overwhelming, Crystal has simplified the process of subscribing to
multiple funds by offering a single one-time electronic subscription
document. Clients, in turn, receive a consolidated account statement,
audit and k-1. Crystal is fully integrated with the major custodial
platforms and data aggregators.
About Crystal Capital Partners
Crystal Capital Partners is a leading turn-key alternative investment
platform, empowering financial advisors with exposure to third-party
institutional private equity and hedge funds for their clients’
portfolios. Crystal’s clients include independent advisors, regional
banks, IBDs and multi-family offices. Crystal is a Registered Investment
Advisor headquartered in Miami, Florida. For more information, visit here.
Disclosures
This press release is for informational purposes only and is not
investment advice or an offer to sell or the solicitation of an offer to
buy any interest in any entity or investment vehicle. Any offer to sell
or solicitation to invest will only be made through the Offering
Documents of one or more investments managed by Crystal and will be
qualified in its entirety in accordance with all applicable laws. These
investments carry certain risks, see Offering Documents for more
information.
Contacts
Media:
Profile on Behalf of Crystal
Capital Partners
Rich Myers, Charlotte Kiaie
[email protected]
/ [email protected]
Phone:
646-538-7904
