Crystal Capital Partners Established in 1994. Private Equity and Hedge Funds

The Fund of Funds Generation

1994 - 2003

1994

Crystal Associates LP registers with the SEC as a Registered Investment Adviser.

Emerald International Fund, a low volatility multi-strategy fund of funds is launched for offshore investors.

Trident Trust Company and Ernst and Young become the fund’s independent administrator and auditor.

1997

Sapphire International Fund, an opportunistic fund of funds is launched for offshore investors.

2001

Topaz Fund LP, an onshore low volatility multi-strategy fund of funds is launched for high net worth U.S investors.

2003

Topaz Institutional Fund Ltd, a low volatility multi-strategy fund of funds is launched for U.S and offshore institutional investors.

An Advisor Focused Approach

2004 - 2010

2004

Crystal Advisors creates a principal protected note program underwritten by Credit Suisse.

2007

Designed with advisors in mind, the Customized Hedge Fund Portfolio program is launched to help advisors deliver institutional hedge fund portfolios tailored to meet their clients’ investment objectives.

Crystal Capital Partners, LLC is formed

2009

Our private label capabilities provide advisors with branded websites and allow them to deliver personalized reports and client‑facing materials to their clients.

2010

The Customized Hedge Fund Portfolio Program is launched for institutions. It is first adopted by a large regional bank as the premier hedge fund solution for their investors.

Operational Efficiencies

2012 - 2015

2012

We connect with major custodial platforms like Fidelity, Pershing and others to streamline transactional processes and provide integrated reporting.

2014

Improvements in proprietary portfolio optimization technology help advisors instantly analyze and monitor portfolio performance and liquidity.

2015

Our subscription process goes digital, eliminating overwhelming paperwork and multiple signature requirements. We now offer a simple, one time, online subscription process.

The Future

2018 - 2019

2018

The future looks bright! We are expanding into other areas of the alternative investing space starting with private equity.

2019

We have expanded our services to include a content sharing option that helps advisors reach clients via email and social media platforms.