{
  "crd_number": 146010,
  "slug": "crystal-capital-partners-llc-bay-harbor-islands-fl-146010",
  "primary_business_name": "CRYSTAL CAPITAL PARTNERS, LLC",
  "legal_name": "CRYSTAL CAPITAL PARTNERS, LLC",
  "dbas": [],
  "city": "Bay Harbor Islands",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2007-12-20",
  "years_registered": 18,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 1296000000.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 1296000000.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 23,
  "advisory_employees": 6,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 1296000000.0,
      "count": 6
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "other"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "PR",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VI",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://crystalfunds.com",
    "https://google.com/maps/place/Crystal+Capital+Partners,+LLC/@25.8870331,-80.134224,17z/data=!3m2!4b1!5s0x88d9b29b532f7d79:0x",
    "https://linkedin.com/company/crystal-capital-partners-llc",
    "https://vimeo.com/crystalfunds",
    "https://youtube.com/channel/UCrZn7yAOTA6JIwwQcfjXIgQ"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/146010",
  "city_as_filed": "BAY HARBOR ISLANDS",
  "url": "https://advisorcensus.com/firm/crystal-capital-partners-llc-bay-harbor-islands-fl-146010",
  "display_name": "Crystal Capital Partners, LLC",
  "summary": "Crystal Capital Partners, LLC is an SEC-registered investment advisory firm in Bay Harbor Islands, FL, registered since 2007, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. Crystal Capital Partners, LLC (CRD 146010): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Crystal Capital Partners, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Crystal Capital Partners, LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does Crystal Capital Partners, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: 1% to 1.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Crystal Capital Partners, LLC located?",
      "a": "Crystal Capital Partners, LLC's principal office is in Bay Harbor Islands, FL, according to its Form ADV."
    },
    {
      "q": "Is Crystal Capital Partners, LLC registered with the SEC or a state?",
      "a": "Crystal Capital Partners, LLC is an SEC-registered investment advisory firm, registered since 2007. Status as filed: Approved. CRD 146010."
    },
    {
      "q": "How much does Crystal Capital Partners, LLC manage?",
      "a": "Crystal Capital Partners, LLC reports $1,296,000,000 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (0% discretionary)."
    },
    {
      "q": "How have Crystal Capital Partners, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Crystal Capital Partners, LLC: Regulatory assets under management: $510,000,000 in the October 2021 data and $1,296,000,000 in the October 2026 data, up 154%. Total employees: 21 in October 2021 and 23 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Crystal Capital Partners, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (6)."
    },
    {
      "q": "Does Crystal Capital Partners, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/146010"
    },
    {
      "q": "What changed in Crystal Capital Partners, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $1,012,000,000 to $1,296,000,000 (+28%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 510000000.0,
      "total_employees": 21,
      "filing_date": "2021-03-29"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 620000000.0,
      "total_employees": 20,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 740000000.0,
      "total_employees": 21,
      "filing_date": "2023-03-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 871000000.0,
      "total_employees": 21,
      "filing_date": "2024-03-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1012000000.0,
      "total_employees": 22,
      "filing_date": "2025-03-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1296000000.0,
      "total_employees": 23,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $1,012,000,000 to $1,296,000,000 (+28%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "1% to 1.5% a year",
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 1% to 1.5% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "Management fees range between 1% and 1.5% of assets under management depending on the type and size of the Portfolio, as more specifically described in the offering documents of the Funds."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        1.0,
        1.5
      ],
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Management fees range between 1% and 1.5% of assets under management depending on the type and size of the Portfolio, as more specifically described in the offering documents of the Funds."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/crystal-capital-partners-llc-bay-harbor-islands-fl-146010.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 6,
      "fewer_than_5": false,
      "raum": 1296000000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/146010",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}