Alternative Investment
Portfolios, Simplified
The alternatives platform that lets advisors build private equity, private credit, and hedge fund portfolios with ease.
30+
Years of Focused Alternative Investments
250+
Advisory Firms Served
50+
Curated Private Equity, Private Credit, and Hedge Fund Exposures
600+
Custom Portfolios
WHY CRYSTAL
Built for Advisors.
Aligned with Investors.
Crystal's founders began allocating to alternative investments in 1994, when institutional private equity and hedge fund access was genuinely out of reach for independent advisors. They built deep relationships with managers before those managers became household names. That depth of experience shapes every decision, from manager selection to platform design to advisor support.
Institutional Investments Selected on Merit
Crystal accepts no compensation from any manager on our platform — no placement fees, no distribution economics. Manager selection is based on investment merit.
One Platform.
Full Lifecycle.
Manager access, due diligence, portfolio analytics, and reporting for alternative investments — all in one platform, ready to present to clients. No stitching together multiple systems across the full investment lifecycle.
High-Touch Service, Designed for Advisors
Advisors work directly with alternatives specialists who understand the strategies, the structures, and the nuances. Real expertise accessible when you need it.
OUR PORTFOLIO APPROACH
End-to-End, from Sourcing to Ongoing Management.
A single integrated platform covering every stage of the alternative investment lifecycle — built for the way independent advisors actually work.
01 – SOURCE
Access 50+ institutional fund exposures
Filter across hedge funds and private market fund exposures by strategy, risk profile, sector, and more. Every fund exposure on our platform has been through our rigorous due diligence process. Crystal is not compensated by any manager on the platform.
- 50+ private equity, private credit, and hedge fund exposures
- Advanced filtering tools
- Institutional due diligence
- Secure research portal
02 – BUILD
Construct customized portfolios for clients
Our portfolio builder lets you allocate across strategies, set target weights, and generate a digital investment proposal — branded with your firm's identity — in minutes.
- Intuitive portfolio builder
- Digital proposal generation
- Private-label branding
- Proprietary analytics
- Benchmark comparison tools
03 – SUBSCRIBE
Streamlined electronic subscription
One subscription document covers your entire portfolio, a streamlined workflow — no matter how many funds your client is allocated to.
- Single sub-doc per portfolio
- Electronic signatures
- $1M portfolio / $250K per investor
- No per-fund minimums
04 – MAINTAIN
Manage the full lifecycle from one dashboard
Consolidated reporting, K-1s, liquidity management, and rebalancing tools — all in one place.
- Consolidated account statements
- Annual audits & K-1s
- Rebalancing & capital calls
- Liquidity management tools
- Major custodian integrations
Who We Work With
Built for Advisors
250+ firms across the advisory landscape rely on Crystal for alternative investments historically reserved for the largest institutional investors.
Independent RIAs, Breakaway Advisors & RIA Rollups
Leading advisory firms seeking institutional-quality alternatives access without the operational complexity of managing multiple fund relationships directly.
Single & Multi-Family Offices
Sophisticated wealth managers who require bespoke portfolio solutions tailored to complex client situations and multi-generational goals.
Endowments, Foundations & Banks
Institutional allocators and regional banking partners who value the endowment-model approach to alternative investing and consolidated reporting infrastructure.
GET STARTED
Ready to bring institutional alternatives to your practice?
Our team will walk you through the platform, discuss your client base, and show you how Crystal can complement your existing practice.
Important Fee Disclosure
Crystal's sole compensation is a management fee for its services; Crystal is not compensated by the managers on the platform (no placement fees or distribution economics). In addition to Crystal's management fee, investors bear the funds' third-party operating expenses (administration, custody, audit, and tax), the underlying funds' fees and expenses (including the underlying managers' management and performance-based fees), and the advisor's own advisory fee. See the applicable Offering Memorandum for complete fee and expense details.