$135.2M Total AUM
$135.1M Disc. AUM
-- 3Y CAGR
2 Employees
91 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Radial
- Established Date
- 11-30-2017
- Office Locations
- 1
Office Locations
620 Newport Center Drive Suite 1100 Newport Beach CA
About Crystal Cove Asset Management
Crystal Cove Asset Management is an Orange County, CA RIA serving retail and institutional clients. The firm runs a contrarian value process that seeks market dislocations with asymmetric risk/reward, builds diversification to hedge exposure, and actively manages cash. Portfolios are largely implemented with ETFs and held at Charles Schwab or LPL.
Team overview
-- AVG AGE
$67.6M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
6.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
8yrs Firm Age
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Asset Classes
Bridge Oak capital Insight
Client Personas
Ridge
Custodian
Unison Beacon vertex
Investment Themes
Vertex capital Oak Summit
Investment Vehicles
Focus signal Frontier signal
Platform
Delta quantum
Services
Optima Frontier Wave Pioneer Wave quantum Ridge summit Horizon vector Signal quantum Timber fusion
Technology
Ridge atlas
Owner & Executives
M
MARK TYLER BONDS
Chief Compliance Officer, Chief Investment Officer, Principal
- CRD
- #4853581
- Ownership
- 75% or more
(527) 292-4761
frontier.momentum@alphacapital.com
in linkedin.com/in/atlas-capital
Showing 1 of 1 owners & executives
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E
ELIAS MOSES HAKIMIAN
Financial Advisor
- CRD
- #4404048
(865) 704-7836
value.north@atlascapital.com
in linkedin.com/in/unison-peak
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $135,081,493 | $487,659 |
| Non-Discretionary | $109,438 | $36,479 |
| Total | $135,190,931 | $482,825 |
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Separately Managed Accounts
Total SMA Asset: $135,190,931
Equity - Exchange:
22.5% Cash:
26.7% Derivatives:
17.8% Corporate - Non-Investment Grade:
11.3% Public Funds:
21.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $482,878,447 | 22.5% |
| Cash | $573,015,757 | 26.7% |
| Derivatives | $382,010,505 | 17.8% |
| Corporate - Non-Investment Grade | $242,512,287 | 11.3% |
| Public Funds | $465,709,436 | 21.7% |
| Total | $2,146,126,432 | 100.0% |