# Crystal Investment Management

> Crystal Investment Management is a state-registered investment advisory firm, registered since 2010, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.

- CRD: 153500
- Filed as: CRYSTAL INVESTMENT MANAGEMENT
- Legal name: ZHU, JUN
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/153500
- AdvisorCensus page: https://advisorcensus.com/firm/crystal-investment-management-153500

## Quick answers

**How is Crystal Investment Management compensated?**
On its Form ADV (Item 5.E, October 2026), Crystal Investment Management reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Crystal Investment Management registered with the SEC or a state?**
Crystal Investment Management is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 153500.

**How much does Crystal Investment Management manage?**
Crystal Investment Management reports $5,456,603 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (100% discretionary).

**What types of clients does Crystal Investment Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (3); individuals (other than high net worth individuals) (1).

**Does Crystal Investment Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/153500

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $5,456,603
- Discretionary: $5,456,603
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1 | $251,546 |
| High net worth individuals | 3 | $5,205,057 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2010 (16 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Crystal Investment Management (CRD 153500): Form ADV filing data as of October 2026.