Start your alternative investment journey
Please use the below links to continue your alternative investment platform due diligence.
How it Works
Crystal Capital Partners is a centralized platform to seamlessly source, build, execute, and maintain diversified alternative investment portfolios
Source
Access approximately 50 of the largest and well-respected managers in the industry, with low per-fund minimums
Build
Build diversified portfolios that are customized, smart, and complement clients’ traditional investments
Execute
Execute a portfolio, complete the subscription documents, and easily track the workflow process.
Maintain
Use our liquidity and rebalancing software to maintain multiple client investments across multiple portfolios.
Receive consolidated account statements, audits, K-1s, capital calls, and distribution notices.
Proprietary alternative investment technology
Advisors will receive ongoing emails and phone calls from our investor relations and research team regarding important updates such as: New funds added, funds closing soon, new capacity available, and more.
Sign Up
Our website is proprietary and for financial advisors. Please sign up to access all its features.
Investments
View the private credit, private equity, and hedge fund exposures listed. Filter funds using various inputs, ranging from risk tolerance, strategies, specific sectors and industries, fund profile and size.
Manager selection is based on careful evaluation and merit, as we are not compensated by any of the managers on the platform.
Fund Research
Gain a more in-depth perspective to the qualitative and quantitative attributes of the managers on our platform.
Fund Analytics
Our analytical tool suite supports advisors in conducting manager due diligence. Easily benchmark managers against relevant peers, and indices.
Build smart portfolios for clients and present them in an engaging way
Build Portfolios
Build diversified portfolios that meet your clients’ unique investment objectives, allocate to specific sectors or strategies, and/or complement existing investments using our proprietary technology.
Saved Portfolios
Modify previously saved portfolios.
Digital Investment Proposals
Easily share proposals digitally with clients. Our interactive proposals include digestible information on the underlying funds. Proposals are private-labeled with your logo.
Execute a Portfolio
Step 1: Now that you are satisfied with your portfolio, it is time to execute.
Step 2: Once you execute a portfolio, you will be directed to the Portfolio Execution Wizard which will ask for the following information:
- Portfolio Name
- Signatory
- Download a preview of the document
- Launch the subscription document workflow
Step 3: When you request a document, an email will be sent to the signatory from DocuSign to initiate the portfolio execution process.
Step 4: You can track the entire portfolio execution process in the transaction activity log.
Subscribe Clients to a Portfolio
Step 1: Now that your portfolio has been executed, its time to connect your investors using the Investing Document workflow.
In this workflow, you input the following information:
- Investor type
- Asset class
- Subscription amount
- Custodian
- Investor tax status
- Investor legal name
- Signatories responsible for collecting signatures
Step 2: The subdoc wizard will populate based on the answers previously submitted.
Step 3: You will receive two emails to sign and submit supporting documents.
DocuSign: Email is circulated to all appropriate parties (investor / advisor / custodians).
Sharefile: Email is circulated to supporting document contact specified in the investing document workflow to upload supporting documents.
Key Steps Required in Completing a Subscription
To complete your subscription, there are a few steps required. These actions can happen in parallel.
Supporting Documents: To complete your subscription, you must upload the Supporting Document Package to Sharefile, which is specific to the type of investor selected earlier. You can access this package by email, or in the transaction activity section.
Custodian Review: Crystal transaction documents are digitally circulated to your custodian for review and approval.
Wire Review: Wires are due 5 business days prior to the first of the month. Crystal will provide wire confirmation upon receipt of wire.
Fund Approval: Investors are formally accepted for investment upon receipt of all documentation and wire.
Alternative investing is a long-term journey, we support you along the way
Client Account Statements
Manage multiple client portfolios across multiple fund managers.
Ongoing Consolidated Reports:
- Private market and hedge fund account statements
- Capital Calls
- Distribution Notices
- Audits
- K-1s
Rebalance Existing Portfolios
Easily rebalance portfolios, manage upcoming liquidity requirements, and track capital calls.