Favored Strategies
Top Allocation Strategies Among Advisors
Advisors continued to favor diversified, lower-volatility approaches—with Multi-Strategy, Equity Market Neutral, and Private Credit leading allocations as clients seek consistent, risk-adjusted returns across market cycles.
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Hedge Funds Strategy Allocation as a Percentage of Total Hedge Fund Inflows |
|
|---|---|
| Strategy | Inflows % |
| Multi-Strategy | 44.73% |
| Equity Market Neutral | 30.83% |
| Long/Short Equity | 15.29% |
| Global Macro | 5.09% |
| Long Bias | 5.08% |
| Distressed | 0.66% |
| Activist | -0.21% |
| Relative Value | -0.54% |
| Event Driven | -0.93% |
| Note: Strategy flows do not include performance or outflows. | |
|
Private Markets Strategy Allocation as a Percentage of Total Private Market Inflows |
|
|---|---|
| Strategy | Inflows % |
| Private Credit | 52.53% |
| Venture | 17.66% |
| Growth | 16.84% |
| Buyout | 7.41% |
| Capital Solutions | 3.45% |
| Real Assets | 2.11% |
| Note: Strategy flows do not include performance or outflows. | |
Explore Platform Performance
See the managers and performance driving the platform's most allocated strategies.
Fund Exposures Recently Added
13 New Fund Exposures Made Available for Client Portfolios
Our team is always dynamically sourcing new funds for the platform while continuously monitoring existing exposures—seeking managers with proven track records, institutional-quality operations, and the ability to navigate multiple market cycles.
Platform Fund Exposure
Hedge Funds
Private Market Vintage
Hedge Fund Performance
Performance That Matters to Your Clients' Portfolios
In a year of immense volatility, our hedge fund strategies delivered meaningful outperformance relative to their benchmarks—further testament to our merit-based, transparent manager-selection process.
Platform Hedge Fund Outperform Industry Benchmarks
68%of the hedge funds on the platform beat their respective strategy index in 2025
Beating Index (23 funds)
Below Index (11 funds)
| Strategy / Number of Exposures | % Beating Index | Benchmark Index | 2025 Index Return |
|---|---|---|---|
| Distressed 2 Exposures | 100% | HFRI Distressed/Restructuring Index | 8.75% |
| Event Driven 1 Exposures | 100% | HFRI Event Driven Index | 10.57% |
| Activist 1 Exposures | 100% | HFRI ED Activist Index | 13.15% |
| Global Macro 5 Exposures | 80% | HFRI Macro Index | 7.04% |
| Equity Market Neutral 4 Exposures | 75% | HFRI Equity Market Neutral Index | 10.78% |
| Multistrategy 11 Exposures | 73% | HFRI Asset Weighted Composite Index | 9.61% |
| Long Bias 3 Exposures | 67% | S&P 500 TR Index | 17.12% |
| Long/Short Equity 6 Exposures | 33% | HFRI Equity Hedge Index | 16.27% |
| Relative Value 1 Exposures | 0% | HFRI Relative Value Index | 7.26% |
|
Note: Performance data reflects 2025 calendar year returns. Past performance is not indicative of future results. Source: Crystal Research Team, HFRI, and other relevant benchmarks. |
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Explore Platform Performance
See the managers and performance driving the platform's most allocated strategies.
Platform Activity
Notable Private Market Exits
The following transactions reflect realized exits or liquidity events (acquisitions, IPOs, secondary sales) involving companies held or tracked by managers represented on the platform.
Company names are locked. Book a demo to unlock full details.
Cybersecurity
Hospitality SaaS
AI / Data Infra
Fintech / Payments
Cybersecurity / IGA
Design Software
Computer Vision
The notable investments shown on this page include current and former portfolio companies and do not represent all investments made in funds managed by the Manger and those made by a prior related entity which the Manager advises. It should not be assumed that any or all of these investments were or will be profitable and past performance of funds managed by the Manager is not necessarily indicative of future results. A more detailed list of investments made by the Manager is available upon request. Managers generally update their lists periodically and thus make no representation that all recent investments or dispositions are included. Source: Crystal Research Team
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Our Impact in Numbers
2025
28%
Growth in AUM
50
Advisor Support Meetings
Participated in existing and prospective investor calls & advisor events
Since Inception
500+
Portfolios Customized for clients and individually audited
250+
Advisor Relationships
New Developments
Features Added to Grow Your Practice
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Enhanced Reporting
Gain deeper visibility with new investor-level reporting capabilities across your clients' portfolios.
Private Markets Holdings
View investor-level metrics, including Total Commitment, Contributions, Distributions, Change in Value, and Closing Balance. Track your portfolio's DPI and TVPI along with the performance across all underlying exposures.
Hedge Fund Account Summary
A consolidated view of subscriptions, redemptions, net profits, and current balance, along with an interactive cumulative profits chart and a detailed investor timeline tracking activity over time.
Qualitative Fund Exposure Summaries
Designed to promote meaningful conversations with enhanced insights and analysis.
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Thank you for an incredible 2025
We're grateful for the trust you place in us and look forward to continuing to innovate and deliver exceptional value in 2026 to your advisory business.
Steven BrodSenior Partner, CEO, & CIO