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CRYSTAL CAPITAL PARTNERS, LLC

1111 Kane Concourse
Suite 404
Bay Harbor Islands, Florida 33154
Tel: 305-868-1500

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About CRYSTAL CAPITAL PARTNERS, LLC

CRYSTAL CAPITAL PARTNERS, LLC, formally registered with the SEC as CRYSTAL CAPITAL PARTNERS, LLC. The firm was established in 12/20/2007. They have over 1 offices throughout the country.

CRYSTAL CAPITAL PARTNERS, LLC is a Bay Harbor Islands, Florida based Financial Planning firm with nearly $871,000,000 assets under management, offering retirement planning & investment advisory services to 471 clients. The firm is staffed with 21 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#146010
SEC#801-68672
Assets Managed by Firm$871,000,000
No. of Clients471
No. of Advisors21

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Other (HEDGE AND PRIVATE EQUITY FUND PORTFOLIO MANAGEMENT SERVICES)

Firm Client Information

No. of ClientsAUM
Firm Total471$871,000,000

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