About Us
We pride ourselves on being more than just your average investment firm. We're all about crafting tailored investment solutions that speak directly to your unique financial goals, whether you're a seasoned institutional investor, a family office, or a high-net-worth individual. Our expertise lies in exploring alternative investments such as private equity, real estate, and hedge funds, all aimed at delivering superior returns while managing risk effectively.
A Core Allocation
Alternative Investments
Our platform provides invaluable access and execution capabilities in various asset classes, positioning us as the ultimate "manager of managers". While individuals may read or hear about investing in specific asset classes, our platform bridges the gap by leveraging our extensive network and connections to facilitate access and execute trades efficiently, addressing the challenge of translating investment ideas into actionable opportunities for our clients.
The Case for Alternatives Investments
With ultra-high-net-worth investors (net worth of > $30 million) allocating 50% of their portfolios to alternative assets, and 81% of institutional investors planning to move more assets into the space, alts are becoming mainstream for the wealthy.
On a multi-year time horizon, the funds sourced for the platform have demonstrated out performance when compared to their respective benchmarks. This demonstrates Crystal’s historical ability to successfully select funds for its platform.
Endowments have long been investment innovators, beginning with the original endowment model in 1983. Through their deep and loyal networks, endowments can tap into some of the best and brightest alternative investment managers, contributing significantly to their investment success.
University Endowments have long been investment innovators, beginning with the formulation of the original endowment model. Through their deep and loyal networks, endowments can tap into some of the best and brightest alternative investment funds contributing significantly to their investment success. Through a strategic relationship with CrystalCapital Partners, our firm can provide its investors access to the same caliber of managers that endowments are investing with.
With low investment minimums relative to going direct, clients can gain exposure to approximately 50 alternative investment funds that are among the largest and most recognized in the industry. Our manager selection process is conflict-free, meaning we are not paid for distribution by the underlying managers.
As we enter a new interest rate cycle characterized by higher inflation, fixed- income investors may struggle to earn a satisfactory yield. Investors in Private Credit funds can take part in quarterly distributions offered by managers, while incurring less volatility relative to traditional fixed income.
Historically Private Equity and Venture Indices have outperformed major public benchmarks.
Manager Selection Matters
Historically, there’s been a lot of time spent studying active manager returns versus indices to establish whether the average manager can outperform. However, we’re not interested in investing with the average manager.
Our goal is to invest with some of the best managers in each investment strategy, which we define as achieving top-quartile, risk-adjusted, returns over multiple market cycles.
The compounding effect of achieving top-quartile returns can have a meaningful impact on a client’s wealth over time. On a multi-year time horizon, the funds sourced for the platform have demonstrated outperformance when compared to their respective benchmarks.
This demonstrates Crystal’s historical ability to successfully select funds for its platform.
Learn More
Join us and allow us to create tailored investment solutions, delivering superior risk-adjusted returns for our investors.
Our Fund Managers
Chief Investment Officer
A seasoned Chief Investment Officer with a diverse entrepreneurial background, brings decades of experience in investment management, strategic planning, and business development to his current role at Spirit Global Investments. Leading a dynamic team, Earl focuses on empowering clients with tailored investment strategies and exclusive access to alternative investments, employing innovative approaches such as the endowment model for investment management. With a track record of success in key leadership roles at Spirit Investment Advisors and Wells Fargo Advisors Financial Network, Earl has demonstrated a commitment to personalized financial solutions and strategic advisory services. His career journey includes significant contributions at a hospitality portfolio company of The Hillman Company and GE Capital – Franchise Capital Advisors, where he honed his skills in transaction management and business development.
Institutional Safeguard Providers
Independant Fund Custodian
Independant Fund Custodian
Open custodial accounts on behalf of all segregated portfolios and holding their assets in custody.
Independant Fund Auditor
Independant Fund Custodian
Annual audit for each of the funds' segregated portfolio.
Firm Custodian
We utilize BNY Pershing for custody and clearing services. Additionally, we partner with other trusted providers, always prioritizing the best fit and most cost-effective solutions tailored to our clients’ unique needs.
Tax Preparer
Annual K-1 forms for each onshore investor.
Independant Fund Administrator
NAV calculations, share registration, review and process fund subscriptions/redemptions, conducting anti-money laundering reviews on all investors, paying expenses, and related administration services.
Independant Operational Due Diligence
Supplement our research and provide independent operational assessments of each of our Candidate Funds with crucial information.
Platform
Platform
Platform
Institutional Alternative Investments: Powered by Crystal Capital Partners