Crystal Rock Capital Management, LLC.
● SEC registered since 2012CRD 157296SEC# 801-73129Bannockburn, IL
Ranks #5,081 of 5,974 private fund managers by regulatory AUM.
Reg. AUM
$203.9M
Fund GAV
$152.3M
Private funds
1
Employees
4
Accounts
3
Location
Bannockburn, IL
About Crystal Rock Capital Management
Crystal Rock Capital Management manages a portfolio of publicly traded equities for private investors. It uses an expectations-based investing approach led by the firm's investment team.
Summary based on the firm’s website.
Crystal Rock Capital Management, LLC. assets under management
Crystal Rock Capital Management, LLC. is an SEC-registered investment adviser based in Bannockburn, IL. The firm has been registered since 2012. It reports $203.9 million in regulatory assets under management and employs 4 people. Crystal Rock Capital Management, LLC. manages 1 private fund with combined gross assets of $152.3 million, including Crystal Rock Fund LLC. By regulatory assets, it ranks 5,081 of 5,974 private fund managers.
Crystal Rock Capital Management, LLC. private funds
1 funds · $152.3M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Crystal Rock Fund LLC | Hedge | $152.3M | $100K |
Crystal Rock Capital Management, LLC. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jay Howard Freedman Control | Managing Member, Chief Compliance Officer | 50-75% | 2005 |
Frequently asked questions
How much does Crystal Rock Capital Management, LLC. manage?
Crystal Rock Capital Management, LLC. reports $203.9 million in regulatory assets under management on its Form ADV.
How many private funds does Crystal Rock Capital Management, LLC. manage?
Crystal Rock Capital Management, LLC. manages 1 private funds with combined gross assets of $152.3 million.
How many employees does Crystal Rock Capital Management, LLC. have?
Crystal Rock Capital Management, LLC. reports 4 employees.
Where is Crystal Rock Capital Management, LLC. located?
Crystal Rock Capital Management, LLC. is based in Bannockburn, IL and has been SEC-registered since 2012.
Does Crystal Rock Capital Management, LLC. disclose fund performance?
Crystal Rock Capital Management, LLC. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2201 Waukegan Road, Suite 245, Bannockburn, IL 60015 |
| Phone | 847-282-7010 |
| Fax | 847-282-7020 |
| Office hours | 8:00 - 5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$203.9M▲ 15%
Jan '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 74%
Larger than 26% of 16,369 advisers
AUM vs fund managersTop 85%
Larger than 15% of 5,974 private-fund managers
Number of fundsTop 77%
More funds than 23% of fund managers
EmployeesTop 69%
More than 31% of 16,804 advisers
Assets under management
$203.9Mregulatory AUM
Discretionary $203.9M