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CRYSTAL CAPITAL PARTNERS, LLC

BAY HARBOR ISLANDS, FL · CRD 146010 · IAPD ↗ · crystalfunds.com · 305-868-1500

$1.30BRegulatory AUM
6Advisory reps
23Employees
0Clients
0Planning clients
2Private funds
53States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

50
April 2026 — CRYSTAL CAPITAL PARTNERS, LLC reported RAUM up 28% ($1.01B -> $1.30B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2025 — CRYSTAL CAPITAL PARTNERS, LLC crossed $1B in regulatory AUM ($871.0M -> $1.01B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.