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CRYSTAL CAPITAL PARTNERS, LLC
CRD 146010File 801-68672
APPROVED
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.30B
Above cohort median (national)
Discretionary AUM
$0
Non-discretionary $1.30B
Clients
6
615 accounts
Employees
23
Top 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Dec 20, 2007
- Principal office
- 1111 KANE CONCOURSE, SUITE 404, BAY HARBOR ISLANDS, FL, 33154
- Phone
- 305-868-1500
- Website
- HTTPS://WWW.CRYSTALFUNDS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.30B
- Discretionary AUM
- $0
- Non-discretionary AUM
- $1.30B
- Discretionary accounts
- 0
- Non-discretionary accounts
- 615
- Total accounts
- 615
- AUM per client
- $216.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 6 | $1.30B |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other advisory activities
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 22 | 23 | increased by1 |
| Apr 1, 2026 | AUM | $1,012,000,000 | $1,296,000,000 | increased by$284,000,000 |
| Apr 1, 2026 | Accounts | 536 | 615 | increased by79 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 20 | 22 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 8 | 6 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $620,000,000 | $1,012,000,000 | increased by$392,000,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 337 | 536 | increased by199 |
| Apr 1, 2022 | Employees | 21 | 20 | decreased by1 |
| Apr 1, 2022 | AUM | $510,000,000 | $620,000,000 | increased by$110,000,000 |
| Apr 1, 2022 | Accounts | 277 | 337 | increased by60 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CRYSTAL CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CRYSTAL CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.