SourcingSourcing

CRYSTAL CAPITAL PARTNERS, LLC

C25
CRD 146010·SEC 801-68672·BAY HARBOR ISLANDS, FL
AUM
$1.30B
$1B+
Est. Revenue
$13.0M
@ 1% on AUM
Est. EBITDA
$3.9M
@ 30% margin
Est. Deal Value
$31.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CRYSTAL CAPITAL PARTNERS, LLC
CRD
146010
SEC file #
801-68672
EIN
800423448
DBA names
—

Economics

AUM
$1.30B
AUM band
$1B+
AUM trajectory
'20'26
$515.0M → $1.30B▲ +152%
Client mix
Pooled Investment Vehicles6

Operations

Employees (total)
23
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
4 advisors → 6 advisors▲ +50%
Primary office
BAY HARBOR ISLANDS FL
Branches
—

Custodian & Brokerage

Primary custodian
BNY Mellonlow confidence
Services offered
Other Advisory Services
Fee basis
% of AUM

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
crystalfunds.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
THE BROD FAMILY 2012 TRUST
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
THE BROD FAMILY 2012 TRUST
STRAUSS FAMILY 2012 TRUST
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CRYSTALFUNDS.COM
Rdap Domain Creation Date
2004-03-23T03:17:21Z
Rdap Firm Age Years
22
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001468170
Edgar Registered
Yes
Edgar Filing Count
19
Edgar First Filing Date
2009-07-17
Edgar Last Filing Date
2026-02-26
Edgar Form D Count
19
Edgar Form D Offerings
2026-02-262026-02-26 · 0001468170-26-000005
2025-02-132025-02-13 · 0001761304-25-000003

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Bny Mellon4
E*trade4
Edgar Addresses
Mailing
1111 KANE CONCOURSESUITE 404BAY HARBOR ISLANDS, FL 33154
Business
1111 KANE CONCOURSESUITE 404BAY HARBOR ISLANDS, FL 33154
Edgar EIN
800423448
Edgar Recent Filings
D2026-02-26 · 0001468170-26-000005
D/A2025-02-13 · 0001761304-25-000003
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2031-03-23T02:17:21Z
Rdap Domain Last Changed
2026-03-23T11:15:20Z
Rdap Nameservers
Ns1-05.azure-dns.comNs2-05.azure-dns.netNs3-05.azure-dns.orgNs4-05.azure-dns.info
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (3)

3
BROD, NATALIE, DANIELA
Executive Officer · 2.5%
5465098
BROD, STEVEN, HOWARD
Executive Officer · 2.5%
5063448
HOYER, MICHAEL, ANDREW
Executive Officer · 2.5%
4512759