Crystal Capital Partners - Brochure

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Hedge Fund Portfolio Solutions Customized For Advisors For Financial Professional Use Only

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Crystal Capital Partner's short brochure describing our services.

Transcript of Crystal Capital Partners - Brochure

Page 1: Crystal Capital Partners - Brochure

Hedge FundPortfolio Solutions

Customized

For Advisors

For Financial Professional Use Only

Page 2: Crystal Capital Partners - Brochure

Helping you grow your advisory business with alternativesGrow your Business with Alternatives

► Attract more assets by providing your clients customized hedge fund portfolio solutions

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

Meet your Clients’ Individual Objectives

► Provide your clients customized solutions that meet their unique investment objectives and complement their existing portfolios

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

For Financial Professional Use Only

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Services Overview

Institutional-Quality Investments

► Access more than 70 of the industry’s leading institutional-quality hedge funds across multiple investment strategies

► 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

► Complement your clients’ existing investments and meet their liquidity requirements

CrystalTools©

► Benefit from our 20 years of experience, and our proprietary tools specifically designed for hedge fund investing

CrystalResearchTM

► Leverage our hedge fund qualitative research and independent operational due diligence

Our comprehensive services allow you to seamlessly integrate hedge fund portfolios into your advisory business.

Comprehensive Reporting

► Account statements, portfolio proposals, consolidated K-1s, and more

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

► Industry information and education

Streamlined Execution

► Implement all your needs in just one place

► Sign one set of subscription documents

► Integrated with the major custodial platforms

For Financial Professional Use Only

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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.

Crystal Capital Partners, LLC1111 Kane ConcourseSuite 404Bay Harbor Islands, FL 33154

Tel. (305) 868 - 1500Fax. (305) 868 - 1595

For more information or to schedule a webinar,please contact: [email protected]

www.crystalfunds.com

Looking to grow your advisory business with alternatives?

Schedule a webinar, we will

help you.

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.

About Us

Our Mission

For Financial Professional Use Only