Customized

Hedge Fund
Portfolio Solutions
For Advisors

For Financial Professional Use Only
For Financial Professional Use Only

Helping you 
grow your 
advisory business
with alternatives
Grow your Business with
A...
For Financial Professional Use Only

Services Overview
Our comprehensive services allow you to seamlessly integrate
hedge ...
About
Us
Our
Mission

For over 20 years we have provided comprehensive hedge fund portfolio services and
solutions to fina...
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Crystal Capital Partners - Brochure

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Crystal Capital Partner's short brochure describing our services.

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Crystal Capital Partners - Brochure

  1. 1. Customized Hedge Fund Portfolio Solutions For Advisors For Financial Professional Use Only
  2. 2. For Financial Professional Use Only Helping you grow your advisory business with alternatives Grow your Business with Alternatives Meet your Clients’ Individual Objectives ►► Attract more assets by providing your clients customized hedge fund portfolio solutions ►► Provide your clients customized solutions that meet their unique investment objectives and complement their existing portfolios Stand Out with a Quality Offering ►► Offer your clients the opportunity to access institutional-quality hedge fund portfolios, historically reserved for the largest investors; no per-fund minimums Leverage our Experience ►► Benefit from our 20 years of hedge fund experience and our knowledge, relationships, and infrastructure Turn-Key Solution ►► Easily implement all your needs in just one place Enhance your Brand ►► All our services can be private labeled to enhance your brand identity
  3. 3. For Financial Professional Use Only Services Overview Our comprehensive services allow you to seamlessly integrate hedge fund portfolios into your advisory business. Institutional-Quality Investments Comprehensive Reporting ►► Access more than 70 of the industry’s leading institutional-quality hedge funds across multiple investment strategies ►► Account statements, portfolio proposals, consolidated K-1s, and more ►► With only $250,000; no per-fund minimums, Accredited Investors and Qualified Purchasers can build portfolios with the same exposures as the world’s largest institutions Custom Portfolios ►► Offer your clients customized portfolios tailored to meet their unique investment objectives ►► Invest in our professionally managed hedge fund strategies or our 70+ rigorously vetted hedge funds Institutional Safeguards ►► Custodian – Bank of New York Mellon ►► Administrator – Trident Trust Company ►► Auditor – Ernst Young Advisor Support ►► Private label services – Custom website, reports and marketing material designed to enhance your brand identity ►► Investing support ►► Technical training/webinars ►► Complement your clients’ existing investments and meet their liquidity requirements ►► Industry information and education CrystalTools© ►► Implement all your needs in just one place ►► Benefit from our 20 years of experience, and our proprietary tools specifically designed for hedge fund investing CrystalResearch TM ►► Leverage our hedge fund qualitative research and independent operational due diligence Streamlined Execution ►► Sign one set of subscription documents ►► Integrated with the major custodial platforms
  4. 4. About Us Our Mission For over 20 years we have provided comprehensive hedge fund portfolio services and solutions to financial intermediaries such as independent advisors, wealth managers, multi family offices, consultants, regional banks and broker dealers. Crystal Capital Partners, LLC is a Registered Investment Adviser with the SEC and a registered CPO and CTA with the CFTC. Our industry is evolving from the Fund of Funds, one-size-fits-all mindset, to a customized hedge fund portfolio approach. Investors demand institutional-quality managers, analytical technology, maximum transparency, independent service providers, and control over their investment decisions. Crystal is responding to industry demands by providing a full suite of customized hedge fund portfolio services that help advisors expand their business and meet the unique needs of their investors. Looking to grow your advisory business with alternatives? Schedule a webinar, e will w help you. Crystal Capital Partners, LLC 1111 Kane Concourse Suite 404 Bay Harbor Islands, FL 33154 Tel. (305) 868 - 1500 Fax. (305) 868 - 1595 For more information or to schedule a webinar, please contact: ir@crystalfunds.com www.crystalfunds.com IMPORTANT DISCLOSURE: This document is for informational purposes only and is not an offer to sell. Any offer to sell or solicitation to invest will only be made through, and will be qualified in its entirety by, the Private Placement Memorandum and other Offering Documents of one or more investment funds managed by Crystal Capital Partners, LLC, and in accordance with all applicable securities laws. Not all hedge funds/Candidates may be available at all times due to capacity or for other reasons. The recipient acknowledges and agrees that all of the information contained herein is confidential, and if the recipient has previously accepted this Document, signed or agreed to Crystal’s Terms of Use Agreement or Non-Disclosure Agreement, is subject thereto. Without limiting the generality of the foregoing: (1) the recipient will not reproduce this Document, in whole or in part; (2) if the recipient does not wish to pursue this matter or is not an “Accredited Investor” within the meaning of Rule 501(a) under the Securities Act of 1933 and/ or a “Qualified Purchaser” as such term is defined in the Investment Company Act of 1940, as amended and (the “Securities Act”), it must return this Document to Crystal, as soon as practicable, together with any other materials relating to the Fund, which the recipient may have received, or must destroy this Document and such other materials as soon as practicable and, in each case, must destroy, as soon as practicable, all copies of analyses, compilations, studies or other documents prepared by it in connection with any information in this Document or such other materials. For Financial Professional Use Only

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