The Fund of Funds Generation
Crystal pioneered the distinctive vision to create an institutional solution to not only navigate, but also facilitate and simplify, the alternative investment journey.
1994
Crystal began as an early investor in today’s leading hedge funds, creating and managing several fund of funds catering to offshore high net worth investors.
Trident Trust Company and Ernst and Young become the funds’ independent administrator and auditor.
2001
Further expand the fund of funds offering to cater to US institutions and onshore high net worth investors.
2004
Developed one of the industry's first principal protected note programs underwritten by Credit Suisse.
Operational Efficiencies
2012
Crystal connects with major custodial platforms to streamline transactional processes and provide integrated reporting.
2014
Improvements to portfolio management technology help advisors instantly rebalance portfolio allocations, monitor portfolio liquidity, and manage clients' cashflow needs.
2015
Subscription process goes digital, further simplifying the process of subscribing to multiple funds. We now offer a simple, one-time, online subscription process.
Private Market Funds & the FinTech Era
2018
Private equity, private credit, venture capital, and SPV funds are added to the roster. Our technology becomes cloud-based, providing our clients with enhanced security, scalability, and resilience.
2021
Digital investment proposals are created, disrupting the traditional way of client-facing reporting.
2022
Streamlined Registration Process for CRD Holders
Financial advisors with a CRD license can access a temporary preview of the third-party alternative investment funds on our platform.
Manager Audio Files
Rather listen than read? Our new audio clips describe the managers and funds on our platform and can easily be shared with clients.
Monthly Manager Deal Flow
Learn about the companies that managers on our platform are backing.
Quarterly Hedge Fund Performance Review
Enjoy manager observations on what transpired throughout global markets, how they sought opportunities, and how they’re positioning for what’s ahead.
Research 2.0
Firm and fund research is revamped to concisely detail a firm’s notable investments, historical performance, the opportunity set for a strategy, the manager deck, and ongoing quarterly commentary directly from the managers.