General Disclosure
This website is intended only for the use of a User; contains information that is privileged and/or confidential; and may not be disseminated or altered. Crystal Capital Partners, LLC ( “Crystal,” “we,” or “us”) is an SEC registered investment adviser that provides customized hedge and private equity fund portfolio solutions (“Fund(s)”) to Portfolio Advisors and their clients. Crystal may only transact business or render personalized advice, and offers of service can only be made, in those states or international jurisdictions where Crystal is registered or where an exemption or exclusion from registration is available. Nothing herein is an offer of any service that is not legal or permissible in any particular jurisdiction given Crystal’s current licenses. Crystal is not registered as a securities broker-dealer with the SEC or with any state securities regulatory authority or with any foreign country. Neither the SEC nor any other government agency has endorsed the merits of Crystal’s website, products, services, educational materials, and/or any of the information contained therein.
Please also refer to the Terms of Use Agreement and all disclosures on this website, the Fund's Offering Memorandum, LLC Agreement, Articles of Association, and/or the Subscription Agreement (collectively, as applicable, the "Fund Documents"), including for all terms not defined herein.
FOR USERS IN THE UK ONLY: This document is only being made available to you by Crystal and the Funds on the basis that you are a UK Financial Conduct Authority authorised firm in accordance with article 19 of the Financial Services and Markets Act 2000 (Financial Promotion) Order 2005. This document must not be forwarded to or sent to any person other than representatives of FCA authorised firms. No other person in the United Kingdom should treat this communication as being directed at them. Please note that only investors who are Professional Clients for the purposes of the FCA’s rules will be able to invest into the Funds which will be made available to the selected FCA authorised firms who we interact with. Potential investors who are Retail Clients for the purposes of the FCA’s rules will not be able to invest.
This document or website is for informational purposes only and is not necessarily investment advice or an offer to sell or the solicitation of an offer to buy any interest in any entity or investment vehicle. Any offer to sell or solicitation to invest will only be made through an offering memorandum of one or more investments managed by Crystal in accordance with all applicable laws and regulations. This document or website should not be relied upon as professional and/or financial advice, nor does it constitute a comprehensive or complete statement of the matters discussed therein. No representation is being made that any investment will or is likely to achieve profits or losses similar to those shown or described. Performance will vary depending on many factors, including, but not limited to, investment strategies, taxes, market conditions, and applicable advisory and other fees and expenses related to investing, including fees imposed by Crystal and the Portfolio Advisor(s). Not all exposures to Funds may be available at all times due to capacity or for other reasons. Investments available on Crystal’s platform carry certain risks as alternative investments are complex, speculative, and illiquid investment vehicles and are not suitable for all investors. Please see the applicable offering memorandum for more information.
Certain information on this website constitutes “forward-looking statements,” which can be identified by the use of forward-looking terminology such as “may,” “will,” “should,” “expect,” “anticipate,” “project,” “estimate,” “intend,” “continue” or “believe” or the negatives thereof or other variations thereon or other comparable terminology. Due to various risks and uncertainties, actual events or results may differ materially from those reflected or contemplated in such forward-looking statements. Although the expectations expressed on this website are reasonable, actual results could be materially different. Information contained on the website, including data used in the calculation of some estimates and projections, comes from certain third parties. Any information provided by third parties has not been independently verified by Crystal. Accordingly, neither Crystal nor any of its affiliates, or employees will be liable to you or anyone else for any loss or damage from the use of the information contained in this website. Additionally, any projections, predictions, market outlooks and estimates included on the website are based upon certain assumptions, including, but not limited to, current and expected market conditions. Other events that were not considered may significantly affect any projections.
This website permits Users such as Portfolio Advisors, to use and rebrand the materials produced therein (the “Educational Materials”) under their names for educational and informational purposes only. As described further below, Crystal assumes no responsibility for the use or distribution of the Educational Materials by Users, including any additional edits to the Educational Materials by third parties, and expressly forbids any further alterations to the Educational Materials beyond branding . Readers of the Educational Materials should be advised that Users have relationships with Crystal and are subject to various conflicts of interest. The Educational Materials should not be construed as personalized investment advice (or an offer thereof) for compensation or a recommendation of investment advice to buy or sell any investment nor are the Educational Materials intended as an endorsement of any security or investment (including any investment product managed by Crystal or any other third party); the Educational Materials are for informational purposes only. Crystal cannot guarantee the suitability of any particular investment to any personal situation and the reader of the Educational Materials bears complete responsibility for its own investment research and should seek the advice of a qualified investment and/or tax professional prior to making any investment decisions. Information contained in the Educational Materials has been obtained from sources believed to be reliable, but not guaranteed, and Crystal assumes no liability for the information provided. Any information, data, research, news articles, forecasts, figures, opinions, projections, statements of financial market trends or investment techniques and strategies expressed on the website are considered to be reasonable at the time of production, but Crystal makes no warranty as to their accuracy and reliability or completeness, and the Educational Materials may be subject to change without reference or notification to you. Any quotations of individuals in the Educational Materials are provided for informational purposes only and their accuracy and veracity are not guaranteed. The Educational Materials and any such items included therein may contain certain forward-looking statements, projections and information that are based on the beliefs of Crystal (or others) as well as assumptions made by, and information currently available to, Crystal (or others). Such statements in the Educational Materials reflect the view of Crystal (or others) with respect to future events and are subject to certain risks, uncertainties and assumptions. Should one or more of these risks or uncertainties materialize, or should underlying assumptions prove incorrect, actual results may vary materially from those described in the Educational Materials. The Educational Materials (and any information included therein) are based on information available as of the time they were written, provided, or communicated. Accordingly, neither Crystal nor its principals or affiliates make any representation as to the timeliness of any information in the Educational Materials. At certain places in the Educational Materials, we reference or may offer direct access or links to other Internet websites. You are encouraged to exercise caution while browsing through any such connected hyperlinks to external websites. These websites contain information that has been created, published, maintained or otherwise posted by institutions or organizations independent of Crystal. Crystal has not reviewed any of the external websites that may be hyperlinked to the Educational Materials. Hyperlinks to external websites are provided for information and reference purposes only. Crystal does not endorse, approve, certify, recommend or control these websites and does not assume responsibility for the accuracy, completeness or timeliness of the information, advertising, products, services or other Educational Materials located there. Additionally, Crystal’s inclusion of hyperlinks to external websites does not imply association with the owners or operators of such external websites, and the views expressed at such external websites are not necessarily the views of Crystal or its affiliates. Visitors to these websites should not use or rely on the information contained therein until consulting with an independent finance professional and/or Portfolio Advisor. Reliance upon information in these websites is at the sole discretion of the reader; your hyper-linking to, or use of, any external websites is at your own risk. Furthermore, Crystal is not responsible for the privacy practices of such other websites. Any concerns regarding any hyperlink should be directed to the respective website owner or operator/webmaster.
Past performance is not necessarily indicative of future results and future accuracy and profitable results cannot be guaranteed. Any performance comparison to the performance of indices in the Educational Materials or website may not be a meaningful comparison. Indices cited in the Educational Materials are generally not available for direct investment. Any performance referenced in the Educational Materials is not necessarily based on the same types of investments contained in any index shown or referenced in the Educational Materials, nor is any such index representative of any performance presented in the Educational Materials. Any indices shown in the Educational Materials are only to reflect comparative performance of familiar investment styles. No representation is being made that any investment will or is likely to achieve profits or losses similar to those shown or described in the Educational Materials. Furthermore, performance will vary based on many factors, including, but not limited to, investment strategies, taxes, market conditions and applicable advisory and other fees and expenses related to investing. No representation is being made that following the Educational Materials and/or any information contained therein will or is likely to achieve profits or losses similar to those shown or described in the Educational Materials (if at all). Any investment return and principal will fluctuate with market conditions, and one may have a gain or loss on its investments. Accordingly, individual returns may vary from any of the returns shown in the Educational Materials. To the extent any investment funds referenced in the Educational Materials are invested in indirectly through an investment platform managed by Crystal, the returns of such funds (including the returns of any such funds referenced in the Educational Materials) will be further reduced as a result of fees imposed by Crystal and the Portfolio Advisor. Any performance in the Educational Materials is not audited and is not intended to comply with AIMR-PPSA or GIPS guidelines.
References to “fund exposure” or “exposure(s)” shall generally be considered a derivative instrument indexed to a third-party private equity or hedge fund (the “Indexed Fund”) with the expectation of similar performance and liquidity. However, there is no guarantee that the exposure will perform similarly to its Indexed Fund as shown. It is possible that the actual performance of an exposure is substantially different than the performance of its Indexed Fund. Each exposure may or may not invest substantially all of its assets in securities directly or indirectly through one or more Indexed Funds. Information relating to any fund terms of an Indexed Fund contains only summary information about the underlying hedge or private equity fund and is qualified in its entirety by, and should be read in conjunction with, the more detailed information contained in the offering memorandums for each Fund managed by Crystal and other appropriate Fund Documents. Such information has been prepared to assist interested parties in making their own evaluation of the suitability of any fund exposure with respect to their portfolio and does not purport to be complete or to contain all of the information that a prospective or current investor might consider important in connection with an investment in any Fund. In all cases, interested parties should conduct their own investigation and analysis of the Funds using the applicable offering memorandum, the data set forth in this website, and such other data as they may consider relevant to an investment decision. Crystal is not a direct fiduciary or investment adviser with respect to the Indexed Fund(s) referenced herein; these Indexed Fund(s) are not sponsored, managed or in any way controlled by Crystal. This website and the materials therein do not imply or suggest a joint venture between Crystal and the sponsor and/or manager of the Indexed Fund(s) referenced herein.
The information contained in this document or website ("Document") does not constitute legal, tax, accounting, or regulatory advice, and persons considering an investment in any Fund should consult their own legal, tax and accounting advisors with respect to the application of any securities, tax or other laws and accounting and regulatory provisions of the United States or other jurisdictions.
Any awards, rankings and/or recognition by unaffiliated rating services and/or publications should not be construed as a guarantee that you will experience a certain level of results, as an indication of future performance, nor should it be construed as a current or past endorsement of Crystal. Such awards, rankings and/or recognition were based in part on subjective criteria and a limited universe of candidates, and therefore there can be no assurance that a different panel of judges would not have selected other submissions as the winners. Please refer to the websites of the sponsors of these awards for important information regarding the criteria for the awards, and the manner in which such awards were determined.
Any endorsement contained herein that indicates approval, support, or a recommendation of Crystal or describes a person’s experience with Crystal—including potential endorsements from investment advisors who have partnered with Crystal—was not the result of any cash or noncash compensation provided by Crystal for such endorsement. However, as a standard course of business, Portfolio Advisors may receive an “Advisory Fee” from their clients who subscribe to the platform, and such a relationship could have influenced any endorsement of Crystal provided by the Portfolio Advisor. Any endorsement of Crystal made by a Portfolio Advisor is non-representative of all the Portfolio Advisors that Crystal works with and may be the result of unique and past experiences that do not guarantee future results.
Certain materials and communications of Crystal may be prepared with the assistance of artificial intelligence ("AI") enabled tools. AI tools are used to support content drafting, formatting, summarization, or idea generation and do not provide investment advice, personalized recommendations, or performance projections. All AI assisted content is reviewed by qualified personnel for accuracy, balance, and regulatory compliance prior to dissemination. AI generated outputs may be incomplete, imprecise, or reflect model limitations. Nothing generated or assisted by AI should be interpreted as a guarantee of outcomes or a substitute for professional judgment. All investment decisions remain subject to human analysis, oversight, and applicable regulatory requirements.
