Crystal Capital Partners Experiences 93% Growth in New Advisory Relationships

Crystal Capital Partners has experienced 93% 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 $100 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.

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% 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+ 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 optimization and rebalancing software, a simple electronic subscription process, consolidated reporting (statements, audits, K-1s), and private label client-facing deliverables.