Alternative Investment
Portfolios, Simplified
The alternatives platform that lets advisors build private equity, private credit, and hedge fund portfolios with ease.
30+
Years of Alts Industry Experience
250+
Advisory Firms Served
50+
Curated Private Equity, Private Credit, and Hedge Fund Exposures
600+
Custom Portfolios
WHY CRYSTAL
Built for Advisors,
Aligned with Investors
Crystal's founders started investing in alternatives in 1994, when institutional private equity and hedge fund access was genuinely out of reach for independent advisors. They built deep relationships with managers before those managers became household names. That depth of experience shapes every decision, from manager selection to platform design to advisor support.
Institutional Investments,
Selected on Merit
Manager selection is based on investment merit, not distribution economics. Our principals invest their own capital in the same funds we make available to advisors and their clients.
One Platform.
Full Lifecycle
Manager access, due diligence, portfolio analytics, subscriptions, and reporting all in one client-ready platform.
High-Touch Service, Designed for Advisors
Advisors work directly with alternatives specialists who understand the strategies, the structures, and the nuances. Real expertise accessible when you need it.
OUR PORTFOLIO APPROACH
End-to-End, from Sourcing to Ongoing Management
A single integrated platform covering every stage of the alternative investment lifecycle, built for the way advisors work.
01 – SOURCE
Access 50+ institutional fund exposures
Filter across hedge funds and private market fund exposures by strategy, risk profile, sector, and more. Our manager roster is meticulously curated, and each fund exposure approved has undergone our rigorous selection process.
- 50+ private equity, private credit, and hedge fund exposures
- Advanced filtering tools
- Institutional due diligence
- Secure research portal
- Thematic portfolios
02 – BUILD
Construct customized portfolios for clients
Our portfolio builder lets you allocate across strategies, set target weights, and generate a digital investment proposal, branded with your firm's identity.
- Intuitive portfolio builder
- Digital proposal generation
- Private-label branding
- Proprietary analytics
- Benchmark comparison tools
03 – SUBSCRIBE
Streamlined electronic subscription
One subscription document covers an entire portfolio, providing a streamlined workflow, no matter how many funds your client is allocated to.
- Single sub-doc per portfolio
- Electronic signatures
- $1M portfolio / $250K per investor
- No per-fund minimums
04 – MAINTAIN
Manage the full lifecycle from one dashboard
Advisors can stay focused on client relationships while we handle the operational complexities of alternative investments.
- Consolidated account statements
- Annual audits & K-1s
- Capital calls and distribution notices
- Liquidity management and rebalancing tools
- Major custodian integrations
Who We Work With
Built for Advisors
250+ firms across the advisory landscape rely on Crystal for alternative investments historically reserved for the largest institutional investors.
Independent RIAs, Breakaway Advisors & RIA Rollups
Leading advisory firms seeking institutional-quality alternatives access without the operational complexity of managing multiple fund relationships directly.
Single & Multi-Family Offices
Sophisticated wealth managers who require bespoke portfolio solutions tailored to complex client situations and multi-generational goals.
Endowments, Foundations & Banks
Institutional allocators and regional banking partners who value the endowment-model approach to alternative investing and consolidated reporting infrastructure.
GET STARTED
Ready to bring institutional alternatives to your practice?
Our team will walk you through the platform, discuss your client base, and show you how Crystal can complement your existing practice.
Important Fee Disclosure
Crystal's sole compensation is a management fee for its services; Crystal is not compensated by the managers on the platform (no placement fees or distribution economics). In addition to Crystal's management fee, investors bear the funds' third-party operating expenses (administration, custody, audit, and tax), the underlying funds' fees and expenses (including the underlying managers' management and performance-based fees), and the advisor's own advisory fee. See the applicable Offering Memorandum for complete fee and expense details.