CRYSTAL CAPITAL PARTNERS, LLC

Adviser information for CRYSTAL CAPITAL PARTNERS, LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Florida, United States

Employees

Total Number of Employees 21
Investment Advisory/Research 6
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 0 $0
Non-Discretionary 471 $871.0M
Total 471 $871.0M

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 6 $871.0M
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 50
No. of Financial Planning Clients 0

Services

Advisory Services HEDGE AND PRIVATE EQUITY FUND PORTFOLIO MANAGEMENT SERVICES
Compensation % of AUM
Other Business Activities Commodity pool operator or commodity trading advisor

Identifiers

SEC RIA File Number 801-68672
SEC ERA File Number 801-68672
SEC CIK Numbers None
SEC CRD Numbers 146010
Legal Entity Identifier None

Principal Office

1111 KANE CONCOURSE
SUITE 404
BAY HARBOR ISLANDS
FL
United States
Monday - Friday, 9:00-5:00
Tel: 305-868-1500, Fax: None

Chief Compliance Officer

MICHAEL HOYER
CHIEF COMPLIANCE OFFICER
1111 KANE CONCOURSE
SUITE 404
BAY HARBOR ISLANDS
FL
United States
Tel: 305-868-1500
(Full email address available in API data)

Regulatory Contact

MICHAEL HOYER
CHIEF FINANCIAL OFFICER
KANE CONCOURSE SUITE 404
1111
BAY HARBOR ISLANDS
FL
United States
Tel: 3058681500
(Full email address available in API data)

Industry Affiliates

CRYSTAL FAMILY OFFICE Accountant or accounting firm

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
CRYSTAL CAPITAL INTERNATIONAL MASTER FUND SPC HEDGE AND PRIVATE EQUITY FUND $288.0M $0.3M 240
CRYSTAL CAPITAL MASTER FUND LLC HEDGE AND PRIVATE EQUITY FUND $583.0M $0.3M 508

Control Persons

Name Type Entity Title Since Ownership
THE BROD FAMILY 2012 TRUST Domestic Entity MEMBER 01/2012 50-75%
NICOBRO HOLDINGS, INC Domestic Entity MEMBER 12/2007 < 5%
STRAUSS FAMILY 2012 TRUST Domestic Entity MEMBER 01/2012 25-50%
BROD, STEVEN, HOWARD Individual THE BROD FAMILY 2012 TRUST MEMBER'S TRUSTEE 01/2012 > 75%
BROD, NATALIE, DANIELA Individual STRAUSS FAMILY 2012 TRUST MEMBER'S TRUSTEE 01/2012 > 75%
BROD, NICOLE, PAOLA Individual NICOBRO HOLDINGS INC MEMBER'S OWNER 12/2007 > 75%
BROD, GEORGE, NMN Individual NICOBRO HOLDINGS INC MEMBER'S VOTING TRUSTEE 12/2007
HOYER, MICHAEL, ANDREW Individual CHIEF COMPLIANCE OFFICER 04/2010 < 5%
BROD, STEVEN, HOWARD Individual CHIEF EXECUTIVE OFFICER 01/2011 < 5%
BROD, NATALIE, DANIELA Individual DIRECTOR OF MARKETING 01/2012 < 5%
Mehta, Nishant, Pinakin Individual COMPLIANCE DIRECTOR 01/2024 < 5%

No. Employees, Historic

3015020202021202220232024202521 on 3/27/202021 on 4/30/202021 on 12/1/202021 on 3/29/202120 on 3/31/202221 on 3/29/202321 on 3/30/202321 on 3/28/2024

RAUM, Historic

900M450M0202020212022202320242025525000000 on 3/27/2020525000000 on 4/30/2020525000000 on 12/1/2020510000000 on 3/29/2021620000000 on 3/31/2022740000000 on 3/29/2023740000000 on 3/30/2023871000000 on 3/28/2024

No. Clients, Historic

10502020202120222023202420258 on 3/27/20208 on 4/30/20208 on 12/1/20208 on 3/29/20218 on 3/31/20228 on 3/29/20238 on 3/30/20236 on 3/28/2024