Our Journey

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.

1994

The Fund of Funds Generation

Created and managed several institutional funds that catered to offshore high-net-worth investors.

2001

Expansion to U.S. Markets

Expanded the fund of funds to cater to U.S. institutions and onshore high-net-worth investors.

2010

Customized Hedge Fund Portfolios

Pivoting from the fund of funds model, we realize that one size does not fit all, and advisors need more customizable options. Launched the Customized Hedge Fund Portfolio Program for advisors.

2015

Electronic Subscription Process

Subscription process goes digital, further simplifying the process of subscribing to multiple funds. We now offer a simple, one-time, online subscription process.

2018

Private Markets Integration

Private equity, private credit, and venture capital funds are added to the platform.

2025

Industry Leadership

Today, Crystal serves over 200 financial advisory firms, with over 500 distinct customized portfolios.