Crystal Investment Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Crystal Investment Management is a small, independent registered investment adviser that provides financial planning and discretionary investment management to individuals, high‑net‑worth clients, and institutions. The firm manages roughly $5.46 million on a discretionary basis across a very small number of client relationships and typically documents client objectives through an Investment Policy Statement.
The firm combines fundamental and quantitative methods and operates two primary frameworks: a global macro/tactical asset allocation approach that can use long/short and leveraged index funds, and a recently introduced low‑beta U.S. equity long/short statistical‑arbitrage strategy. Crystal generally exercises discretionary authority, offers performance‑based fee arrangements for qualified clients, and has added custodial relationships (including Fidelity and Interactive Brokers) to support execution and margin needs for its quantitative strategies.
Compared with many solo independent advisers, the firm is notable for running sophisticated quantitative and leveraged long/short strategies while also operating an ancillary business that sells weekly proprietary investment signals. It offers educational workshops for clients and their guests—an offering that is uncommon among peers—and discloses a modest shareholder servicing fee from the ProFunds platform and a written cybersecurity incident response program.
Client services
Expertise
Fee options
Flat fees for financial planning services as agreed in advance.
Up to $250 per hour for financial planning and consulting services.
Negotiable 20% to 30% of returns in excess of a negotiated hurdle rate, assessed annually, for qualified clients.
Account minimum: $10,000.00
Main office
Mopraga CA
Advisors at this office
1
Most active in
California
Also doing business as
Crystal Investment Management · Zhu, Jun
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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