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Firm profile

Crystal Capital Partners, LLC

BAY HARBOR ISLANDS, FLCRD 146010Latest ADV March 31, 2026

Crystal Capital Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bay Harbor Islands, FL. Its latest Form ADV filing, dated March 31, 2026, reports $1.3B in regulatory assets under management, 23 employees, and 615 accounts.

Assets Under Management
$1.3B
Employees
23
Offices
--
Total Clients
6
Primary office
BAY HARBOR ISLANDS, FL
1111 KANE CONCOURSE, SUITE 404, BAY HARBOR ISLANDS, FL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOSteven H. Brod
CCOMichael A. Hoyer

Advisory services offered

1 types reported
Other advisory services

Fee models offered

1 types reported
Asset based fees
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
6

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.3Bas of March 31, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$1.3B
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$1.3B
Total Accounts615
10Y AUM Change+$536M (+70.6%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees23
Clients per Employee0:1
10Y Employee Change-2 (-8.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.