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CRYSTAL ROCK CAPITAL MANAGEMENT, LLC.
CRD 157296File 801-73129
APPROVED
Custody
Filing as of Feb 4, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$203.9M
Below cohort median (national)
Discretionary AUM
$203.9M
Clients
1
3 accounts
Employees
4
Bottom 25% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Feb 13, 2012
- Principal office
- 2201 WAUKEGAN ROAD, SUITE 245, BANNOCKBURN, IL, 60015
- Phone
- 847-282-7010
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $203.9M
- Discretionary AUM
- $203.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 3
- Non-discretionary accounts
- 0
- Total accounts
- 3
- AUM per client
- $203.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | Fewer than 5 | $51.6M |
| Pooled investment vehicles | 1 | $152.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — INCENTIVE ALLOCATIONS
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.