Crystal Capital Partners, LLC

Overview

Crystal Capital Partners, LLC is a SEC-registered limited liability company that provides advisory services primarily to institutional clients. The firm has been registered since 2007 and charges fees based on a percentage of assets under management. It operates in a capacity that includes commodity pool operator/commodity trading advisor (CPO/CTA) activities and is listed as an active ESG investor. Ownership is a mix of a domestic entity and an individual. The firm’s advisory model appears to be focused on non-discretionary mandates and outsourced manager relationships rather than acting as a broad capital allocator or multiservice wealth manager. Industry ties include an affiliation with accounting professionals.

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