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Why Work with Crystal

Alternatives Without the Operational Burden

From sourcing and portfolio construction to client-ready proposals, subscriptions, reporting, and ongoing support, Crystal is a fully integrated solution backed by 30 years of exclusive focus on alternatives.

WITH CRYSTAL

One integrated, advisor-first solution built over three decades.

WITHOUT CRYSTAL

Time, effort, and costly overhead at every step

Due Diligence
50+ exposures across the platform, each subject to independent operational due diligence, while this may be a narrower opportunity set than that offered by other providers or platforms
10,000+ funds to sift through, with limited tools to source and vet quality managers
Access
$1M portfolio minimum, $250K per investor, no per-fund minimums
Prohibitive institutional fund minimums
Placement Fees & Alignment
No placement fees and no compensation from platform managers. Crystal's only fee is a transparent management fee
Fragmented, expensive process with opaque, manager-subsidized fees
Portfolio Construction
Proprietary quantitative analytics and portfolio construction tools
No integrated analytics or portfolio construction tools
Client Proposals
Digital, private-labeled investment proposals generated in minutes
Proposals built manually, with no private-label support
Subscriptions & Operations
One online subscription process, consolidated distribution notices and capital calls
Overwhelming paperwork and fund-specific subscription requirements
Reporting & Custody
Consolidated statements, audits, and K-1s, integrated with major custodians
Multiple statements, audits, and K-1s issued by every fund
Advisor Support
Dedicated alternatives specialists and a relationship manager who know your practice
Generic help desk, no alternatives specialist on call

See important disclosure

STRUCTURAL ADVANTAGE

One Master-Feeder Structure, Not a Stack of Sub-Docs

Crystal’s proprietary master-feeder structure ensures that investors receive one K1 per portfolio and 1 subscription document per portfolio, regardless of the number of underlying fund exposures. Transactional platforms route each investor through a separate feeder for every fund, multiplying paperwork, statements, and tax reporting.

Crystal

Crystal Capital Partners’ Platform

Fund AFund BFund CMaster-Feeder Fund Structure (Onshore & Offshore)1 Subscription Document · 1 K-1Investor

1 Subscription Document & 1 K-1, regardless of the number of funds in a portfolio

Transactional

Traditional Transactional Platform

Fund AFund BFund CFeeder Fund AFeeder Fund BFeeder Fund CSub DocK-1Sub DocK-1Sub DocK-1Investor

3 Subscription Documents & 3 K-1s — one set per feeder fund

Let’s Build Your Alternatives Practice Together

Schedule a 30-minute conversation with our team to discuss whether Crystal is the right fit for your practice.

Schedule a Call
Important Disclosures

This comparison is a general illustration of a fully integrated platform versus a self-directed or transactional approach. It does not describe any specific provider, and individual experiences will vary. Crystal's model also involves trade-offs: the platform offers a curated selection of approximately 50 fund exposures rather than the full universe of available managers; platform minimums apply ($1M per portfolio, $250K per investor); and Crystal's management fee is in addition to the underlying funds' fees and expenses (including the underlying managers' management and performance-based fees), the funds' operating expenses (administration, custody, audit, and tax), and if applicable the advisor's advisory fee. Crystal is not compensated by the managers on the platform. Alternative investments are speculative and illiquid, involve the risk of loss, and are not suitable for all investors. The benefits described depend on each advisor's and client's circumstances. See the applicable Offering Memorandum for complete terms, fees, and risks.