CRYSTAL INVESTMENT MANAGEMENT

CRYSTAL INVESTMENT MANAGEMENT is an SEC-registered investment adviser (CRD 153500). Regulatory assets under management: $5.5M.

Registration

• CRD: 153500
• Type: Registered investment adviser
• Phone: 415-503-9008
• Latest filing: 2026-03-19
• Regulatory AUM: $5.5M
• Discretionary AUM: $5.5M
• Clients: 1
• Accounts: 32

Business model

Compensation: % of AUM, Performance.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 153500 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search