# Crystal Capital Partners, LLC

> 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.

- CRD: 146010
- Filed as: CRYSTAL CAPITAL PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bay Harbor Islands, FL
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/146010
- AdvisorCensus page: https://advisorcensus.com/firm/crystal-capital-partners-llc-bay-harbor-islands-fl-146010

## Quick answers

**How is Crystal Capital Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Crystal Capital Partners, LLC reports these compensation arrangements: a percentage of assets under its management.

**How much does Crystal Capital Partners, LLC charge?**
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.

**Where is Crystal Capital Partners, LLC located?**
Crystal Capital Partners, LLC's principal office is in Bay Harbor Islands, FL, according to its Form ADV.

**Is Crystal Capital Partners, LLC registered with the SEC or a state?**
Crystal Capital Partners, LLC is an SEC-registered investment advisory firm, registered since 2007. Status as filed: Approved. CRD 146010.

**How much does Crystal Capital Partners, LLC manage?**
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).

**How have Crystal Capital Partners, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Crystal Capital Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (6).

**Does Crystal Capital Partners, LLC report any disciplinary disclosures?**
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

**What changed in Crystal Capital Partners, LLC's recent Form ADV filings?**
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).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Asset-based fee: 1% to 1.5% a year (a range, as the brochure states it)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $1,296,000,000
- Discretionary: $0
- Non-discretionary: $1,296,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 6 | $1,296,000,000 |

### Advisory services (Item 5.G)
- Other

### Firm details
- Registered since: 2007 (18 years)
- Employees: 23 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- crystalfunds.com
- google.com/maps/place/Crystal+Capital+Partners,+LLC/@25.8870331,-80.134224,17z/data=!3m2!4b1!5s0x88d9b29b532f7d79:0x
- vimeo.com/crystalfunds
- LinkedIn @crystal-capital-partners-llc
- YouTube @UCrZn7yAOTA6JIwwQcfjXIgQ

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $510,000,000 | 21 | March 29, 2021 |
| October 2022 | $620,000,000 | 20 | March 31, 2022 |
| October 2023 | $740,000,000 | 21 | March 30, 2023 |
| October 2024 | $871,000,000 | 21 | March 28, 2024 |
| October 2025 | $1,012,000,000 | 22 | March 27, 2025 |
| October 2026 | $1,296,000,000 | 23 | March 31, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Crystal Capital Partners, LLC (CRD 146010): Form ADV filing data as of October 2026.