"With over 25 years of experience in alternative investments, we are not only poised, but also keenly determined to constantly evolve our offering in order to adapt to advisors’ needs in the face of an ever-changing landscape."
- Steven Brod
The Fund of Funds Generation
Crystal pioneered the distinctive vision to create an institutional solution to not only navigate, but also facilitate and simplify, the alternative investment journey.
Crystal began as an early investor in today’s most recognizable alternative investment funds, creating and managing several fund of funds catering to offshore high net worth investors.
Trident Trust Company and Ernst and Young become the funds’ independent administrator and auditor.
We further expand the fund of funds offering to cater to US institutions and onshore high net worth investors.
We develop one of the industry's first principal protected note programs underwritten by Credit Suisse.
Crystal connects with all major custodial platforms to streamline transactional processes and provide integrated reporting.
Improvements in our proprietary portfolio management technology help advisors instantly rebalance portfolio allocations, monitor portfolio liquidity, and manage clients' cashflow needs.
Our subscription process goes digital, further simplifying the process of subscribing to multiple funds. We now offer a simple, one-time, online subscription process.
Our technology becomes cloud-based, providing our clients with enhanced security, scalability, and resilience.
Next Generation Technology
An e-commerce approach! Adding private equity & hedge funds is as easy as adding items to your shopping cart. Advisors can select from a diverse list of rigorously vetted institutional private equity and hedge funds across various strategies, add it to their cart, and within seconds generate an institutional-quality portfolio proposal for client presentations.
The Future is Bright
We service 100+ independent financial professionals who represent over $100 billion in assets collectively.
Gain exposures to the industry's best-in-class institutional private equity & hedge funds who manage over $6 trillion¹.
Leverage our team of 20+ professionals with diverse backgrounds in finance, technology, sales and marketing.
¹ Hedge Fund Research (HFR) and Preqin as of 12/31/2018 & Preqin, 2012 & 2019 Report