![]() ![]() Additionally, we provide private label services and are integrated with all of the major custodial platforms. Other services include a streamlined subscription process, consolidated reporting, simplified ongoing portfolio rebalancing, consolidated K-1 preparation, and more.Bank of New York Mellon is the custodian, Trident Trust Company is the administrator, and Ernst & Young is the independent auditor. For broker-dealers, registered investment advisors, and trust or bank brokerage professionals. With institutional account minimums typically starting at 500,000 or more and highly diversified multi-manager portfolio minimums requiring 5 million or more, smaller investors have historically been barred from access to this investment management style. Our comprehensive service allows advisors and other financial intermediaries the opportunity to attract more assets by providing their clients customized hedge fund portfolios.Starting at $250,000 per investor, and with no per-fund minimums, advisors can access over 75 institutional-quality hedge funds, benefit from our proprietary hedge fund analytics, and leverage our qualitative research and independent operational due diligence. For retirement plan sponsors, consultants, and nonprofit representatives. The Dashboard consolidates information across an advisor’s practice or firm-wide (depending on user permissions), providing access to client, account. With over 20 years of alternative investment industry experience, Crystal Capital Partners helps advisors seamlessly integrate institutional-quality hedge fund portfolios into their advisory business. The advisor Dashboard is a productivity tool with dozens of reports that can be used to manage daily activities and spot potential problems before they happen. Describe your firm, its funds and its mission.Ī. 52 WK: 9.14 - 9.63 1 Day NAV Change as of 0.02 (0.22) NAV Total Return as of YTD: 2. For people who invest directly in individual accounts (including IRAs and rollovers) in joint, brokerage, college savings, or small-business accounts.
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