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
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.
Latest 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%)
* 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.