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CRYSTAL COVE ASSET MANAGEMENT
CRYSTAL COVE ASSET MANAGEMENT, LLC
CRD 289810 · SEC 801-135864
620 NEWPORT CENTER DRIVE, SUITE 1100, NEWPORT BEACH, CA, 92660, United States
Phone
(949) 359-1399
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$135.2M
Discretionary AUM
$135.1M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 47 | $13.8M |
| High net worth individuals | 35 | $110.7M |
| Pension/profit sharing plans | 4 | $6.3M |
| Charitable organizations | 4 | $4.0M |
| Corporations/business entities | 1 | $488K |
States served
CA, TX
All web addresses on file
Official SEC filing: View on IAPD