DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
C•••••• C•••••• P•••••••• L••
Latest filing Mar 31, 2026
First filing on the tape Mar 16, 2012 · 34 filings
SEC status approved since Dec 20, 2007
RAUM
$1.3B
reported, Item 5.F
Discretionary
0.0%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
23
6 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
2
reported on Schedule D
History
34 filings and snapshots on the tape
RAUM$1.3B as of Mar 31, 2026
May 3, 2012$319M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 27, 20130 then
Employees (5.A)23 as of Mar 31, 2026
Mar 27, 201320 then
Private funds2 as of Mar 31, 2026
May 3, 20123 then
RAUM +28% over the last fiscal year+21% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $2.1MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 0.0%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +28%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- otherreportedItem 5.G
- Custody
- $1.3B, 6 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.3B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 615reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.3B for 6 clientsreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
4 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| C•••••• C•••••• M••••• F••• L•• | Other Private Fund | $583M | 508 | Mar 16, 2012 |
| C•••••• C•••••• I••••••••• M••••• F••• S•• | Other Private Fund | $288M | 240 | Mar 16, 2012 |
| C•••••• C•••••• I••••••••• M••••• F••• S••no longer reported | Hedge Fund | $19.0M | 1 | Mar 16, 2012 |
| C•••••• C•••••• S••••••••• M••••• F••• L•• | Hedge Fund | $6.0M | 38 | Mar 31, 2015 |
Owners and control persons
Schedule A and B, latest filing
- B•••• N••••••• D•••••• · Director Of Marketingcontrolsince 01/2012 · owns less than 5%
- B•••• S•••••• H••••• · Chief Executive Officercontrolsince 01/2011 · owns less than 5%
- H••••• M••••••• A••••• · Chief Compliance Officercontrolsince 04/2010 · owns less than 5%
- M••••• N••••••• P•••••• · Compliance Directorcontrolsince 01/2024 · owns less than 5%
- B•••• S•••••• H••••• · Member'S Trusteecontrolsince 01/2012 · owns 75% or more of T•• B••• F••••• 2••• T••••
- B•••• G•••••• N•• · Member'S Voting Trusteesince 12/2007 · owns F of N•••••• Holdings Inc
- B•••• N••••••• D•••••• · Member'S Trusteesince 01/2012 · owns 75% or more of S•••••• F••••• 2••• T••••
- B•••• N•••••• P•••• · Member'S Ownersince 12/2007 · owns 75% or more of N•••••• Holdings Inc
Entity owners
- T•• B••• F••••• 2••• T•••• · Memberdirect · owns 50% to 75%
- N•••••• H•••••••• I•• · Memberdirect · owns less than 5%
- S•••••• F••••• 2••• T•••• · Memberdirect · owns 25% to 50%
Related persons
Schedule D 7.A
- C•••••• F••••• O•••••• I•••insurancen
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- low discretionary shareStatic outlier · filing Mar 31, 2026discretionary share of RAUM of 0% against a peer median of 100% (1506 comparable advisers, 0.0th percentile, 33.7 robust deviations)peers: asset managers, $1B to $5B (1,506) · 0.0% percentile
What changed
consecutive filings, newest first
- Accounts · 536 to 615Mar 27, 2025 to Mar 31, 2026
- Assets in custody · $1.0B to $1.3BMar 27, 2025 to Mar 31, 2026
- Employees · 22 to 23Mar 27, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $1.0B to $1.3BMar 27, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $1.0B to $1.3BMar 27, 2025 to Mar 31, 2026
- RAUM · $1.0B to $1.3BMar 27, 2025 to Mar 31, 2026
- Accounts · 471 to 536Mar 28, 2024 to Mar 27, 2025
- Assets in custody · $871M to $1.0BMar 28, 2024 to Mar 27, 2025
- Employees · 21 to 22Mar 28, 2024 to Mar 27, 2025
- Financial planning clients · 0 to 0Mar 28, 2024 to Mar 27, 2025
- Non-discretionary RAUM · $871M to $1.0BMar 28, 2024 to Mar 27, 2025
- Pooled vehicle RAUM · $871M to $1.0BMar 28, 2024 to Mar 27, 2025
- RAUM · $871M to $1.0BMar 28, 2024 to Mar 27, 2025
- Accounts · 456 to 471Mar 30, 2023 to Mar 28, 2024
- Advisory employees · 5 to 6Mar 30, 2023 to Mar 28, 2024
- Pooled vehicle clients · 8 to 6Mar 30, 2023 to Mar 28, 2024
- Assets in custody · $740M to $871MMar 30, 2023 to Mar 28, 2024
- Private funds · 3 to 2Mar 30, 2023 to Mar 28, 2024
- Non-discretionary RAUM · $740M to $871MMar 30, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $740M to $871MMar 30, 2023 to Mar 28, 2024
- RAUM · $740M to $871MMar 30, 2023 to Mar 28, 2024
- Related bank · true to falseMar 30, 2023 to Mar 28, 2024
- Related insurance company · false to trueMar 30, 2023 to Mar 28, 2024
- Accounts · 337 to 456Mar 31, 2022 to Mar 29, 2023
- Advisory employees · 4 to 5Mar 31, 2022 to Mar 29, 2023
- Assets in custody · $620M to $740MMar 31, 2022 to Mar 29, 2023
- Employees · 20 to 21Mar 31, 2022 to Mar 29, 2023
- Discretionary RAUM · $4.2M to $0Mar 31, 2022 to Mar 29, 2023
- Non-discretionary RAUM · $616M to $740MMar 31, 2022 to Mar 29, 2023
- Pooled vehicle RAUM · $620M to $740MMar 31, 2022 to Mar 29, 2023
- RAUM · $620M to $740MMar 31, 2022 to Mar 29, 2023
- Accounts · 277 to 337Mar 29, 2021 to Mar 31, 2022
- Advisory employees · 5 to 4Mar 29, 2021 to Mar 31, 2022
- Assets in custody · $510M to $620MMar 29, 2021 to Mar 31, 2022
- Employees · 21 to 20Mar 29, 2021 to Mar 31, 2022
- Discretionary RAUM · $5.0M to $4.2MMar 29, 2021 to Mar 31, 2022
- Non-discretionary RAUM · $505M to $616MMar 29, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $510M to $620MMar 29, 2021 to Mar 31, 2022
- RAUM · $510M to $620MMar 29, 2021 to Mar 31, 2022
- Accounts · 242 to 277Dec 1, 2020 to Mar 29, 2021
Signals
5 dated events
- C•••••• C•••••• P•••••••• L•• reported RAUM $1.3B, up 28% from $1.0B (2025-03-27 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- P•••••• N•••••• M•••• (Compliance Director) appeared on Schedule A of C•••••• C•••••• P•••••••• L••Mar 28, 2024 · Control person joined · fact
- A••••• O•••• C••••• (Compliance Manager) no longer on Schedule A of C•••••• C•••••• P•••••••• L•• (listed 2023-03-30, absent 2024-03-28)Mar 28, 2024 · Control person left · inference
- S•••••• N••••• D•••••••• (Chief Compliance Officer) no longer on Schedule A of C•••••• C•••••• P•••••••• L•• (listed 2019-03-28, absent 2020-03-27)Mar 27, 2020 · Control person left · inference
- A••••• O•••• C••••• (Chief Compliance Officer) appeared on Schedule A of C•••••• C•••••• P•••••••• L••Mar 27, 2020 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
- C•••••• C•••••• P•••••••• L•• · Independent Sponsorsshared crd · capital_provider
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/crystal-capital-partners-llcreportedpublic record, Form ADV, Sep 18, 2026
- Website
- C••••••FUNDS.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 305-868-1500reportedpublic record, Form ADV, Mar 31, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026