April 13, 2026
Hedge Fund Alpha Conditions Are Back
Hedge funds are experiencing a structural resurgence, delivering record gains and attracting fresh capital as rising rates, higher vol, and falling stock correlations restore the conditions for alpha generation.
March 24, 2026
2026 T3 / Inside Information Software Survey
Crystal Ranked #1 in the Alternatives Platform and Trading Solutions Category in 2026 T3 / Inside Information Software Survey
March 11, 2026
Vintage Diversifiaction vs. Semi Liquid Funds
Why vintage diversification offers a clearer path into private markets than semi-liquid funds, reducing liquidity mismatch and improving client communication.
March 11, 2026
Why Multi-Strategy Funds Should Be the Core of Your Alternatives Allocation
Why multi-strategy hedge funds are gaining traction in alternatives allocations for advisors seeking diversification, adaptability, and risk management.
March 3, 2026
The Infrastructure Powering AI is Moving Private – and Advisors Can’t Afford to Miss It
Why digital infrastructure is becoming a key private markets opportunity for advisors seeking durable growth, diversification, and AI-driven exposure.
October 22, 2025
How Smaller Institutions Are Adopting Alternative Investments
A complex landscape of investment management still poses challenges for smaller endowments & pensions. Reliance on consultants & alternative investment platforms has become a strategy to tap into this asset class when in-house teams cannot cover it.
October 9, 2025
How AI Is Transforming The Front Office
From conversations with many of the world’s top hedge funds and private markets managers, learn how they are increasingly using AI to translate novel signals into investable sources of alpha.
October 9, 2025
CLO Equity: Where Complexity Meets Opportunity
As advisors seek out differentiated sources of income beyond traditional fixed income, CLO equity is emerging as an overlooked source of potential double-digit returns for income-seekers.
September 25, 2025
Alternatives are Experiencing Significant Expansion
Explore how Crystal Capital Partners is expanding its alternatives platform — offering sophisticated solutions that empower financial advisors and address evolving investor needs with smart, strategic diversification.
July 9, 2025
Volatility vs. Vision: Capturing the AI Growth Story Through Venture Capital
Discover how venture capital can harness AI innovation despite market volatility. This article explores strategies for long-term growth and how visionary investing captures the full potential of the AI revolution.
June 26, 2025
Private Equity in Volatile Markets: Vintage Diversification & Manager Quality Matter
Learn how private equity investors can navigate volatile markets using vintage diversification and high-quality manager selection, as highlighted by VettaFi in collaboration with Crystal Capital Partners.
June 18, 2025
April Was the Test: Hedge Funds Passed
Discover why April’s market performance was a crucial proving ground—according to Forbes, hedge funds surpassed expectations. Crystal Capital Partners offers expert analysis and insights into how this matters for advisors and investors.
February 27, 2025
Why Drawdown Funds Are Better Suited for Qualified Purchasers Than Evergreen and Interval Funds
Understand why drawdown funds are better suited for qualified purchasers compared to evergreen and interval funds. This article highlights key advantages, including flexibility, capital efficiency, and tailored investment strategies.
February 14, 2025
Direct Lending vs. Asset-Based Lending: An Analysis of Private Credit Markets
Direct lending, a subset of private credit, allows investors to lend directly to companies, bypassing traditional banks. This strategy offers higher returns & control over terms but comes with risks like lower liquidity & potential borrower defaults.
January 10, 2025
The Case for Hedge Funds Under a New Administration
Explore how hedge funds may be affected under the new administration. Forbes highlights insights from Crystal Captial Partners on potential industry changes and key investor considerations.
January 2, 2025
Why Private Credit Outshines Public Credit In A Rate-Cutting Environment
Learn how private credit is outperforming public credit in a rate-cutting environment. Explore expert insights and analysis in Crystal Capital Partners latest press release.
December 19, 2024
Crystal Capital Partners Wins 2024 ThinkAdvisor Luminaries Award for ‘Alternative Investment Platforms Firm Award – Innovation’
See why Crystal Capital Partners was honored at the ThinkAdvisor Luminaries Awards 2024. Explore their innovative approach to alternative investments, commitment to industry excellence, and dedication to client success. Read the press release now.
November 5, 2024
Next-Gen Wealth: Adapting to Alternatives in the Great Transfer
Explore how next-gen wealth is reshaping investment strategies in the face of the Great Wealth Transfer. Learn why adapting to alternative assets is crucial for modern advisors and investors.
October 21, 2024
Crystal Celebrates 30 Years of Investing in Alternatives
Crystal Capital Partners celebrates 30 years of success in alternative investments, providing access to top-tier hedge funds and private equity. Their commitment to innovative, diversified solutions has empowered wealth managers and investors.
October 18, 2024
Seizing the Moment: Best Opportunity in a Generation is in Distressed US Real Estate
Gain valuable insights into the challenges and opportunities in distressed U.S. real estate. This press release discusses key market trends and strategic approaches for investing in distressed real estate assets in today's evolving landscape.
September 11, 2024
Private Credit Opportunity: Software as a Service Lending
According to a survey conducted by Crystal Capital Partners among its client base of Independent Financial Advisors, 60% indicated plans to increase their allocation to private credit. Learn more by reading this press release.
August 12, 2024
The New Silk Road: The Rise of Secondaries and Continuation Funds
The article highlights the rise of secondary continuation funds in private equity, focusing on their impact on investment strategies and market dynamics. Learn more by reading this press release.
August 5, 2024
Not All Returns Are Created Equal: Understanding Hedge Fund Performance Metrics
Not all returns are created equal. Advisors who simply contrast hedge fund returns with the oftentimes double-digit performance figures of the most popular index funds or exchange-traded funds (ETFs) are missing the mark.
July 26, 2024
PE Pulse: RIAs' Clients Favor Growth Equity over Buyouts
Registered investment advisors are flocking to growth equity opportunities for their clients while traditional buyout investing has fallen out of favor, according to a new survey by alternative investments platform Crystal Capital Partners.
July 17, 2024
Advisors Should Take Note of This Hedge Fund Comeback Kid
There is one hedge fund strategy that is resurging in popularity with institutional investors, and as such, is likely poised to gain popularity with financial advisors in short order: convertible arbitrage.
July 16, 2024
Private Market Distributions: Overview and Update
Understanding the nature and timing of distributions is crucial for investors in private equity and private credit. These distributions represent the returns and profits to investors.
April 25, 2024
Majority of Independent Advisors Planning to Reallocate from Public Fixed Income to Private Credit According to Crystal Capital Partners Survey
The survey, completed by over 50 independent financial advisors, was launched to gain an understanding of advisor sentiment on private credit, including why advisors were allocating to the asset class & how much they would continue to do so.
April 1, 2024
Crystal Capital Partners Hires SS&C Technologies as Independent Fund Administrator
To continually improve our services and elevate client experience, we are excited to announce that Crystal Capital Partners has hired SS&C Technologies (SS&C) to serve as its independent administrator. Read more by reading our press release.
March 18, 2024
Crystal Capital Partners Unveils Cutting-Edge Portfolio-Centric Alternative Investment Website
Crystal has evolved into a fintech company offering a comprehensive suite of tools that simplify alternative investments for advisors & their QP clients. Today, it continues its development with the launch of a new website & improved user experience.
March 7, 2024
Seeking Tax Efficiency With Private Placement Life Insurance, Alternatives
As the number of registered investment advisors and their assets under management continue to grow, the need to provide clients with specialized and personalized solutions becomes even more important. Learn more by reading this press release.
March 4, 2024
Crystal Capital Partners Reports Strong Growth and Increased Demand for Alternative Investment Portfolios in 2023
The platform experienced an 18.62% increase in total assets under management in 2023, driven by both inflows from financial advisors and investment performance. For its hedge fund program, it saw an 18% increase in assets.
January 4, 2024
Private Credit as a Fixed Income Replacement
Private credit assets have experienced significant growth in recent years. Since the global financial crisis, private credit assets under management have grown sevenfold and currently total $1.9 trillion. Learn more by reading this insight.
October 31, 2023
Axos Advisor Services Expands Alternative Investment Capabilities with Crystal Capital Partners
Crystal Capital Partners announced today a strategic partnership with Axos Advisor Services, a prominent provider of comprehensive custody and securities clearing services to registered investment advisors (RIAs) and independent broker-dealers.
October 25, 2023
Crystal Capital Partners Further Institutionalizes Advisory Board with Alternatives Industry Veteran
Crystal Capital Partners is pleased to announce the addition of Lee Minton, former Sculptor Capital Management’s Global Head of the Client Partner Group, to its Advisory Board. Read our press release for more information.
October 25, 2023
How Alternatives Can Elevate the Fiduciary Role of Advisors with Their Clients
While the consensus is that continual evolution is necessary, there is one constant: your fiduciary duty to your clients. Providing a complete offering that includes alternative investments can help you adhere to this fiduciary duty.
August 17, 2023
It's Time to Start Looking at Private Real Estate Again
While the current market appears uncertain and complex, the intricacies of real estate investing do not necessarily spell trouble. Read our press release to learn more.
August 16, 2023
Crystal Capital Partners Named Best Alternative Investment Solution Finalist in the 2023 Finovate Awards
Crystal Capital Partners, (“Crystal”) a wealth-tech provider and leading turnkey alternative investment platform for financial advisors, was named a finalist for the 2023 Finovate Awards. Learn more by reading this press release.
July 20, 2023
Alternative Investment Platforms: What Wealth Managers Should Know
As financial advisors strive to attract the best clients, it is crucial for them to grasp the fundamental aspects of the different alternative investment platforms available. Learn more about this press release here.
July 7, 2023
Crystal Capital Partners' Steven Brod Named ThinkAdvisor's Luminaries Class of 2023
Alternative Investment Platform Founder Honored for Fintech Innovation Demonstrating Industrywide Impact at Investor, Client, and Advisor Levels. Read our press release to learn more about this achievement.
July 3, 2023
Steven Brod Named Finalist in 2023 FTF News Tech Innovation Awards
Steven Brod is a finalist in the 2023 FTF News Technology Innovation Awards, an industry program that recognizes professionals, financial technology providers and industry bodies for remarkable achievements in operational excellence & leadership.
May 11, 2023
Survey: Advisors Seek Quality Assets, Transparency From Alts Platforms
80% Of Advisors Increasingly Concerned About Post-Sale Support On Alts Platforms, Over 75% Want More Hedge Fund Managers, Crystal Capital Partners Survey Finds.
April 17, 2023
Why Alts Platforms Are Key To Successful Recruiting Strategies
In a competitive recruiting landscape, the right alts platform can make small to mid-size wealth management firms stand out and ultimately win in the recruiting game.
April 17, 2023
For The Right Investor, It May Be Time To Consider Institutional Alternative Investments
After a tough year where just about every asset class ended in the red, including “safe havens” like U.S. Treasuries, investors are hunting for opportunities, including in alternative investments, to boost their portfolios in 2023.
March 17, 2023
Large Hedge Funds Won In 2022--What's Next This Year?
If a financial advisor had their clients’ assets invested in the top percentile of hedge funds in 2022, ranked by AUM, they were probably a big winner. The opportunity cost of choosing smaller or emerging hedge funds was potential alpha for clients.
March 16, 2023
Crystal Capital Partners’ Tech Team Expands to Represent 50% of Staff Amid Double-Digit Growth
Senior Executives Bring to Alternative Investment Platform Unrivaled Expertise in Software Development, Mar-Tech and More. Learn more by reading our press release.
March 2, 2023
Crystal Capital Partners' Idea Lab at Pepperdine University Invites Students to Real-World Investing
Ongoing Educational Initiative from Leading Alternative Investments Solutions Provider Draws Accolades for Advancing Financial Literacy. Learn more by reading this press release.
February 28, 2023
Will 2023 Bring A New Paradigm For Alternatives?
An uncertain future continues to highlight various alternative strategies that outperformed public markets in 2022 and may usher in a golden age for alternatives. Learn more by reading this press release.
February 1, 2023
Crystal's Hedge Fund Platform Outperformed Markets in 2022, Company Data Shows
Our hedge fund platform generated net positive returns in 2022 — a year marked by mounting global uncertainty and a year-over-year selloff in public asset markets.
January 6, 2023
As Markets Evolve, RIA Firms Can Utilize Alts to Increase Enterprise Value
Through alternative investments, RIAs can differentiate themselves and therefore attract higher end clients to contribute to the long-term growth of the firm and increase their valuations.
December 15, 2022
Hidden Traps and Conflicts of Alts Platforms for Financial Advisors
New ways of accessing alternative investments for financial advisors to align with clients are proliferating, but the devil is in the details.
December 14, 2022
Crystal Capital Partners Deepens Partnership With Advisory Network
Crystal Capital Partners, a leading turnkey alternative investment platform for financial advisors, today announced the outcome of highly productive partnerships with several advisory firms in its network.
December 14, 2022
The Ivy League Endowment Model Can Work for your Clients
The Ivy League endowment model involves investing anywhere from 40% to 80% of a portfolio's holdings in alternative investments. New platforms can help extend alts access to a broader group of investors without exposing them to greater risks.
October 25, 2022
Inaugural FA Survey Indicates Surging Demand for Advanced Alts Analytics
The survey of sentiment among financial advisors on Crystal's alts platform may underscore the importance of analytical tools as demand for alternatives rises. Learn more by reading this insight.
August 15, 2022
The Idea Lab with Pepperdine’s Graziadio School of Business
Pepperdine University’s Graziadio School of Business recently participated Crystal’s Idea Lab initiative, where MBA students are given the opportunity to take part in a discussion around private equity.
August 1, 2022
Alts Aren’t Alternative Any Longer – They’re Must Haves
Crystal Capital Partners’ Steven Brod Explains How Financial Advisors Can Win and Grow Client Relationships with Alternative Investment Platform Providers.
December 17, 2021
Steven Brod Awarded Top 100 Financial Services Executives of 2021
Steven Brod, CEO of Crystal Capital Partners, has been recognized as a Top 100 Financial Services Executives of 2021 by Alumni Spotlight. This award recognizes individuals who are leading financial services companies.
January 20, 2021
Web-Based, Client-Facing Alternative Investment Proposals
Crystal Capital Partners has released their web-based, client-facing alternative investment proposals, which modernize the way in which financial advisors present the institutional private investments to their QP clients or prospects.
December 1, 2020
Key Factors Financial Advisors Should Consider in a Private Equity Platform
Access platforms have grown in popularity, bringing these investors the opportunity to invest in private equity. Learn about the key factors financial advisors should consider when deciding which private equity platform to work with.
November 1, 2020
Financial Advisor Magazine Feature: Crystal's Private Equity and Hedge Fund Platform
What should advisors look for when partnering with a private equity and hedge fund platform? We are an alternative investment platform, empowering financial advisors with exposure to institutional private equity and hedge funds for their clients.
September 25, 2020
CCP Extends its Alternative Investment Connectivity Capabilities with Bank of New York Mellon
Crystal Capital Partners has expanded and continues to build on its strategic relationship with Bank of New York Mellon (BNY Mellon). This expansion builds upon the existing relationship Crystal has with BNY Mellon’s Alternative Investment Solutions.
June 1, 2020
Crystal Capital Partners Unveils their FREE Alternative Investment Education Technology
With great limitations to meet in person as a result of Coronavirus, traditional wealth management service models are being put to the test. Alternative investment education will be vital to help clients feel close to the institutions and advisors.
February 19, 2020
Crystal Experiences 93% Growth in New Advisory Relationships
Crystal Capital Partners has experienced 93% growth in new advisory relationships since January 2019. Crystal's growing community of advisors consists of independent firms across the United States and Europe, who advise over $100 billion in assets.
January 14, 2020
Tough, Prudent Questions for Alternative Investment Manager Selection
In a universe of over 10,000 private equity & hedge fund firms, manager selection is complex. It requires analytical tools that help you verify the data, qualitative review and operational due diligence, and ongoing review of your investments.
September 16, 2019
Crystal Capital Partners' E-Commerce Portfolio Construction Shopping Experience
Crystal Capital Partners, a pioneer in the alternative investment platform space, has rolled out a new proprietary e-commerce portfolio construction technology that makes building portfolios of third-party institutional PE & hedge fund exposures simple.
September 11, 2019
Crystal Capital Partners Celebrates 25 Years of Investing in Alternatives
In 1994, Crystal Capital Partners pioneered the distinctive vision to create an institutional solution to not only navigate, but also facilitate and simplify, the alternative investment journey.
July 25, 2019
Financial Advisors Win Big with Crystal Capital Partners' Next Generation Technology Tools
Continuing its momentum as a pioneer in the alternative investment platform space, Crystal Capital Partners has rolled out a proprietary, next-generation technology offering for the independent financial advisory community it serves.
June 17, 2019
Crystal Capital Partners Experiences 46% Growth in Advisory Relationships
Crystal Capital operates one of the nation’s leading alternative investments platforms for financial advisors and their qualified purchaser (QP) investors. The independent financial advisory channel is one of the fastest growing in the financial industry.
June 17, 2019
Ensuring your Clients’ Portfolios Benefits from Private Markets
The recent initial public offering of ride-sharing tech unicorn Uber on the New York Stock Exchange illustrates what can often be a harsh reality to digest.
May 14, 2019
Factors to Seek in an Alts Investment Platform
Amidst an ever-evolving landscape, an increasing number of independent financial advisors are turning to alts investment platforms to gain exposure to private equity and hedge funds for their clients’ portfolios.
January 1, 2017
Crystal Capital Partners Launches Private Equity Platform For Advisors
Crystal Capital Partners is expanding its independent investment advisor-focused private equity platform so it can offer the best-in-class PE managers. As the PE industry has grown, advisers have been more interested in PE for their clients.
June 1, 2014
Private Wealth Magazine: Alternative Investment Industry
Q&A: Crystal Capital Partners and Private Wealth Magazine. Crystal Capital Partners explains the alternative investment industry and the benefits of their offerings for financial advisors.
October 4, 2012
Crystal Expands to Meet RIA's Alternative Investment Fund Demands
With the mission to help advisors grow their alternative investment funds, Crystal Capital Partners is pleased to announce new hires in its research, distribution, and compliance teams. This will help us meet the demand of our advisors many needs.
July 13, 2012
The Future of Hedge Fund Investing
Natalie Brod, partner at Crystal Capital Partners, highlights how customization is the future of hedge fund investing. At Crystal, we are working to provide qualified investors the same opportunities as the world's largest investor at lower minimums.
March 23, 2012
Bank of Oklahoma Financial Selects Crystal
Bank of Oklahoma Financial has enhanced its hedge fund offering through a strategic partnership with Crystal Capital Partners.
May 24, 2010
Investment Solutions & Breaking Barriers for Intermediaries
Crystal Capital Partners provides a full suite of advanced investment solutions and high-tech support services specifically designed for Intermediaries to easily analyze, construct, implement and monitor Custom Hedge Fund Portfolios for their clients.