Crystal Capital Partners, LLC (“Crystal”) is an SEC registered investment adviser that provides customized hedge and private equity fund (“Fund”) solutions to investment advisors (“Advisors”) for their clients who are qualified purchasers. This Website, including all advertising and educational material herein (“Website”), is for informational purposes only. Please refer to the following information, along with Crystal’s Website Terms & Conditions and all related Crystal document and Website disclosures & disclaimers.
NO OFFERING OR SOLICITATION
This Website is provided for informational purposes only, and is not intended as, and may not be relied on in any manner as legal, tax or investment advice, a recommendation, or as an offer to sell, a solicitation of an offer to purchase or a recommendation of any interest in any fund, security, entity or investment vehicle from Crystal or an attempt to effect transactions in securities. Any offer to sell or solicitation to invest will only be made through the relevant offering documents who meet the investor suitability and sophistication requirements in jurisdictions in which any such offer or solicitation is lawful and will be qualified in its entirety in accordance with all applicable laws. Such products are typically private placements that are sold only to qualified purchasers through transactions that are exempt from registration under the Securities Act of 1933 pursuant to Rule 506(b) of Regulation D promulgated thereunder. Interests in the Funds have not been registered with the SEC under the Securities Act, or under the securities laws of any state of the United States or under the securities laws of any other jurisdiction, and the Funds have not been registered as an investment company under the Investment Company Act of 1940, as amended, and are being offered and sold in reliance on exemptions from the registration requirements of such laws. Accordingly, the Website must be read in connection with such offering documents in order to understand fully all of the implications and risks of any investment opportunity discussed herein. Further, there is no assurance that the objectives or information stated in the Website will be achieved. Neither the SEC nor any other government securities administrator has endorsed the merits of Crystal’s Website, materials, products, services, and/or any of the information contained therein. Any representation to the contrary is a criminal offense. The interests in the Funds are speculative, illiquid, and carry a high degree of risk, as alternative investments are complex, speculative investment vehicles and not suitable for all investors; one can lose all or a substantial amount of its investment.
Limited Use of the Materials
The information on the Website is in summary form for convenience of presentation; it is not complete and should not be relied upon as such. The material on our Website was prepared without regard to specific objectives, financial situation or needs of any particular receiver and should not be construed as personalized investment advice (or an offer thereof) for compensation or a recommendation of investment advice to buy or sell any investment nor is the material on our Website intended as an endorsement of any security or investment discussed or referenced. The Website is for informational purposes only and any information contained in the Website represent the writer’s or provider’s own investment opinions. Crystal cannot assess, verify, or guarantee the suitability of any particular investment to any personal situation and the reader, listener, or viewer of the Website bears complete responsibility for their own investment research and should seek the advice of a qualified investment and/or tax professional prior to making any investment decisions. This industry information and its importance is an opinion only and should not be relied upon as the only important information available. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed, and Crystal assumes no liability for the information provided. Any information, data, research, news articles, forecasts, figures, opinions, projections, statements of financial market trends or investment techniques and strategies expressed are considered to be reliable at the time of production, but no warranty as to the accuracy and reliability or completeness in respect of any error or omission is accepted, and may be subject to change without reference or notification to you.
At certain places on our Website we offer direct access or ‘links’ to other Internet Websites. You are encouraged to exercise discretion while browsing through any such connected hyperlinks to external Websites. These sites contain information that has been created, published, maintained or otherwise posted by institutions or organizations independent of Crystal. Crystal has not reviewed any of the external Websites that may be hyperlinked to the Website. Hyperlinks to external Websites are provided for information and reference purposes only. Crystal does not endorse, approve, certify, recommend or control these Websites and does not assume responsibility for the accuracy, completeness or timeliness of the information, advertising, products, services or other materials located there. Additionally, Crystal’s inclusion of hyperlinks to external Websites does not imply association with the owners or operators of such external Websites, and the views expressed at such external Websites are not necessarily the views of Crystal or its affiliates. Visitors to these Websites should not use or rely on the information contained therein until consulting with an independent finance professional. Reliance upon information in this material is at the sole discretion of the reader; your hyper-linking to, or use of, any external Websites is at your own risk. Furthermore, Crystal is not responsible for the privacy practices of such other web sites. Any concerns regarding any hyperlink should be directed to the respective Website owner or operator/webmaster.
This material on this Website is confidential, is the property of Crystal, and may not be shared or reproduced in any form, or referred to in any other publication, without the express written or contractual permission of Crystal.
Any performance shown on the Website is for illustrative purposes only. Past performance is not necessarily indicative of future results and future accuracy and profitable results cannot be guaranteed. Any performance comparison to the performance of indices in the Website may not be a meaningful comparison. Indices cited in the Website are generally not available for direct investment and are not subject to fees. Any performance referenced in the Website is not necessarily based on the same types of investments contained in any index shown or referenced in the Website, nor is any such index representative of any performance presented. Any indices shown in the Website are only to reflect comparative performance of familiar investment styles. No representation is being made that any investment will or is likely to achieve profits or losses similar to those shown or described in the Website. Performance will vary based on many factors, including, but not limited to, investment strategies, taxes, market conditions, and applicable advisory and other fees and expenses related to investing, including fees imposed by Crystal and the portfolio advisor(s). Furthermore, actual out of pocket expenses, beyond advisory fees, exist and are generally material, which will further reduce gross returns; such reductions are not necessarily reflected in any examples or performance of Funds as noted in the Website. Management fees and a carried interest or performance fees imposed at the Fund level will materially reduce any gross returns that may be shown on the Website. To the extent returns of Funds are presented net of fees on the Website, any investment in any such Funds indirectly through any investment platform managed by Crystal will be subject to additional layers of fees imposed by Crystal and the portfolio advisor(s), which will further reduce any such net returns of Funds shown or referenced on the Website. No representation is being made that from following the Website and/or any information contained therein will or is likely to achieve profits or losses similar to those shown or described (if at all). Any investment return and principal will fluctuate with market conditions, and one may have a gain or loss on its investments.
PRO FORMA COMPOSITE PERFORMANCE RECORDS ARE HYPOTHETICAL AND THE NAMED TRADING EXPOSURES HAVE NOT TRADED TOGETHER IN THE MANNER SHOWN IN THE COMPOSITE HYPOTHETICAL PERFORMANCE RESULTS. ANY HYPOTHETICAL OR SIMULATED PERFORMANCE RESULTS IN THE WEBSITE (IF AT ALL) HAVE CERTAIN INHERENT AND MATERIAL LIMITATIONS AND ARE NOT A GUARANTEE OF FUTURE RESULTS. UNLIKE ACTUAL PERFORMANCE RECORDS, SIMULATED RESULTS DO NOT REPRESENT ACTUAL TRADING AND RESULTS MAY HAVE UNDER OR OVER COMPENSATED FOR THE IMPACT, IF ANY, OF CERTAIN MARKET FACTORS. NO REPRESENTATION IS BEING MADE THAT ANY STOCKS, PORTFOLIO, INDICES, COMMODITIES, FUNDS, FINANCIAL INSTRUMENT, OR INVESTMENT WILL OR IS LIKELY TO ACHIEVE PROFITS OR LOSSES SIMILAR TO THOSE SHOWN OR DESCRIBED IN THE WEBSITE. HYPOTHETICAL OR SIMULATED PERFORMANCE IS NOT THE RESULT OF A REAL INVESTMENT PORTFOLIO AND IS BASED ON RECOMMENDATIONS MADE IN THE MATERIALS OR OTHERWISE AND IS NOT THE RESULT OF ACTIVE MANAGEMENT OR CONSTANT SUPERVISION, BUT RATHER PERIODIC RECOMMENDATIONS OF ONE OR MORE QUANTITATIVE OR QUALITATIVE MODELS TO HISTORICAL MARKET DATA TO GENERATE SIMULATED PERFORMANCE DURING THE PERIOD NOTED HEREIN. A PORTFOLIO (OR UNDERLYING FUNDS) IN REAL LIFE, MAY NOT ACTUALLY MAKE TRADES OR INVESTMENTS IN THE SAME WAY THAT SIMULATED PERFORMANCE GENERATED HEREIN. ANY HYPOTHETICAL PERFORMANCE HEREIN ARE PRE-TAX AVERAGES OF INDIVIDUAL YEAR’S RESULTS AND IS BASED ON DATA AND MAY BE PRESENTED GROSS OF FEES. BEAR IN MIND THAT IF HYPOTHETICAL OR SIMULATED PERFORMANCE RESULTS OF PORTFOLIOS OR INVESTMENTS WERE FOR A PORTFOLIO’S OR FUND’S ACTUAL INVESTMENTS, TRADING COSTS, FEES AND EXPENSES WOULD MATERIALLY DECREASE SUCH PERFORMANCE RESULTS.
The Website and any such items included thereon may contain certain forward looking statements, projections and information that are based on the beliefs of Crystal (or others) as well as assumptions made by, and information currently available to, Crystal (or others). Such statements in the Website may reflect the view of Crystal (or others) with respect to future events and are subject to certain risks, uncertainties and assumptions. Should one or more of these risks or uncertainties materialize, or should underlying assumptions prove incorrect, actual results may vary materially from those described in the Website. The Website (and any materials included therein) are based on information available as of the time they were written, provided, or communicated, and Crystal disclaims any duty to update the Website and any content, research or information contained therein. Accordingly, neither Crystal nor its principals or affiliates make any representation as to the timeliness of any information in the Website. As a result of all of the foregoing, inter alia, neither Crystal nor its principals can be held responsible for investments in any products, or the performance thereof, based on the statements, projections, research, or any other information of any other kind included in the Website.
Neither Crystal nor any of its directors, officers, employees or affiliates are acting as your Advisor in any capacity. Your Advisor is solely responsible for determining the suitability of all Funds for your portfolio. An investment in any product issued pursuant to a Private Placement entails a high degree of risk and no assurance can be given that any alternative investment fund’s investment objectives will be achieved or that investors will receive a return of their capital. These investments are not subject to the same levels of regulatory scrutiny as publicly listed investments. Investors may also have access to significantly less information than what is accessible for publicly listed investments. Prospective investors should be fully aware that these investments involve long lock-ups and do not provide investors with liquidity.
Hedge Fund Liquidity
As it relates to hedge fund investments, liquidity schedules are available on Crystal’s website and show the best available liquidity at the time the schedule is requested. Liquidity is dynamic in nature and may change daily with changes in allocations, the timing of each investor's subscription, the timing of the Advisor re-balancing requests, and other factors.
Private Equity Fund Liquidity
As it relates to private equity fund investments, investors generally have no right to redeem, transfer, pledge or otherwise encumber their interests. It is unlikely that a holder of interests will be able to liquidate its interests in the event of an unanticipated need for cash.