The Portfolio-Centric Alternative Investment Platform
Financial advisors can seamlessly customize portfolios of industry-leading alternative investments with low minimums and operational simplicity.
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30
Years of Alternative
Investment Experience
+200
Financial Advisory Firms
in our Network
+500
Bespoke Portfolios Created
through our Platform
~50
Curated Private Equity, Private Credit, Venture Capital, & Hedge Fund Exposures
Value Proposition
Differentiate Your Offering
Compete with highly resourced wealth management firms to enhance client outcomes and win business by offering unique investment strategies.
Private Fund Access
With low investment minimums relative to going direct, your clients can gain access to approximately 50 private fund exposures that are among the largest and most recognized in the industry. Our manager selection process is transparent, meaning we have never and will never be paid for distribution.
An Integrated Solution
Our platform is here to simplify, complement, and enhance your operational workflows. Your clients will subscribe to multiple fund exposures with a single, one-time electronic sub doc, and receive consolidated account statements, audits, K-1s, capital calls, and distribution notices.
Transparent Source of Capital
We have never and will never charge fees to the managers on the platform.
Diversified Source of Capital
Gain access to a large and growing niche of advisors and their investors.
Consolidated Filing
One end client as opposed to hundreds of individual LPs through both our onshore and offshore Crystal Funds Master LP Feeder Structure. This means one recipient of K1s, account reporting, capital calls, distributions, etc.
Institutional Experience Meets the Modern Tech-Enabled World
For over 30 years, Crystal’s founders have been active investors in the private fund ecosystem, allocating to many of the largest and well-respected names in the industry. While our core competencies stem from traditional fund of funds, the business has evolved into a technology company, providing our advisory network with a centralized system to source, build, manage, and maintain institutional-caliber, alternative investment portfolios.
An Investment Management Solution for the Modern Advisor
Our platform is designed specifically for alternative investing, giving you all the tools necessary to add private funds to your client’s portfolios. Quickly browse managers, compare funds, create client-facing proposals, and manage portfolios through time.
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Registration
Qualification
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Build Portfolios
Manage Portfolios
Unlock the Power of our Alternative Investment Platform
Join our advisory network and learn how you can maximize your clients’ investments with our platform.
Latest Insights
Learn why institutional alternative investments can be an essential part of a well-diversified portfolio.
