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Crystal Capital Partners sees 93 per cent growth in new advisory relationships


Crystal Capital Partners has experienced 93 per cent growth in new advisory relationships since January 2019. Crystal’s growing community of advisors consists of independent firms across the United States and Europe, who advise over USD100 billion in assets collectively.Crystal Capital operates one of the nation’s leading alternative investments platforms for financial advisors and their qualified purchaser (QP) investors. The independent financial advisory channel is one of the fastest-growing and competitive areas in the financial services industry. Crystal has been able to uniquely support and nurture the growth of this channel, as the sector’s need for a turn-key institutional private equity and hedge fund solution becomes increasingly vital.

Steven Brod, CEO, says: “With 25 years of alternative investment experience, it is our ongoing commitment to remove the complexities and barriers to entry associated with institutional alternative investments. Our expertise, technology and infrastructure can help our advisory network service their clients with an institutional approach. We are forever grateful to all of our partners, and fully intend to evolve and flourish with them every step of the way.”

The number of breakaway RIAs soared by 59% from 2012-2017, according to Financial Planning’s Wealth Management Trends to Watch in 2019. The study reveals that nearly 27,000 advisors – 9 per cent of the industry’s more than 310,000 advisors – made the transition to independent firms in 2018, approximately two-thirds of which went fully independent. There is no doubt that the independent movement is only gaining momentum — with no sign of waning.

Crystal’s team of 20-plus industry professionals — with diverse backgrounds in finance, technology, sales and marketing — takes a personal and hands-on approach to supporting financial advisors through every step of their alternative investment journey. The platform arms advisors with an experienced team, exposure to 40 institutional private equity and hedge funds, qualitative and quantitative tools, intelligent portfolio optimisation and rebalancing software, a simple electronic subscription process, consolidated reporting (statements, audits, K-1s), and private label client-facing deliverables.

The institutional PE and hedge fund firms available on Crystal’s platform collectively manage over USD1 trillion in AuM. Many of the new funds onboarded in 2019 rank among Pitchbook’s 2019 Private Equity Awards. Crystal isn’t compensated by any of the managers on the platform, as fund selection is based on manager merit. The roster of managers invest in a wide spectrum of hedge fund strategies, private equity, venture capital, real estate, and private credit and lending; to name a few of the opportunities available.

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