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 an SEC-registered hedge fund adviser organized as an LLC and operating since 2012. The firm is owner-operated (individual owner) and serves an institutional client base while also offering portfolio management across individuals/small businesses, pooled investment vehicles, and business or institutional accounts. Its compensation model includes a percentage-of-AUM fee plus other fee arrangements. Crystal Rock does not identify as an active ESG investor and is not a multi-state adviser.
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
1 of 1
Jay Freedman
Chief Investment Officer, Investment AnalystCRD 4221546
Wealth 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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