$1.3B Total AUM
$1.3B Disc. AUM
-- 3Y CAGR
20 Employees
16,986 ADV. Clients
10 yrs Firm Age
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- Custodian
- Interactive Brokers ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Summit
- Established Date
- 04-01-2016
- Office Locations
- 1
Office Locations
16 Raffles Quay, #09-01 Hong Leong Building Singapore --
About Kristal.ai
Kristal.ai is a Singapore-based RIA. The firm has been operating for 10 years. Managing $1.3B in total assets under management, with 15 advisory representatives. They custody assets with Interactive Brokers and Pershing. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
-- AVG AGE
$84.6M AVG AUM / ADVISOR
$74.7K AVG AUM / CLIENT
4.2 yrs AVG TENURE
20 Employees
15 Advisory Reps
0 RIA Reps
10yrs Firm Age
Insights
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Accredited Investors
Zenith
Asset Classes
Vital radial Radial crest Glacier Horizon value Pioneer alpha Ridge Vertex Glacier Optima frontier Summit Zenith signal
Client Personas
Pioneer
Custodian
Summit Insight peak North Vital summit Catalyst summit Signal quantum Capital pathway Pioneer radial Value Frontier radial Fusion matrix Delta prime
Fund Managers
Legacy
Investment Themes
Matrix atlas Bridge horizon Fusion focus
Investment Vehicles
Pathway ember Atlas Signal
Platform
Catalyst eagle Signal unison
Services
Timber Timber focus Prime Glacier ember Legacy
Technology
Catalyst matrix
Owner & Executives
Asheesh Chanda
DIRECTOR, Global Chief Investment Officer
- CRD
- --
- Ownership
- 25% but less than 50%
(404) 953-3347
pioneer.element@crestcapital.com
in linkedin.com/in/harbor-harbor
Atul Kundra
Chief Finance Officer
- CRD
- --
- Ownership
- Less than 5%
(904) 408-7634
eagle.momentum@vertexcapital.com
in linkedin.com/in/frontier-legacy
I
Insight crest
Vector bridge pioneer
- CRD
- #21516
- Ownership
- 33.0%
(337) 961-6396
matrix.legacy@capitalcapital.com
in linkedin.com/in/ridge-value
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,269,350,088 | $74,725 |
| Non-Discretionary | $0 | -- |
| Total | $1,269,350,088 | $74,725 |
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Separately Managed Accounts
Total SMA Asset: $1,269,350,088
Private Funds:
24.5% Equity - Exchange:
16.0% Equity - OTC:
21.3% U.S. Government/Agency:
14.7% Derivatives:
17.8% Corporate - Investment Grade:
5.7% | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $1,444,539,704 | 24.5% |
| Equity - Exchange | $943,372,868 | 16.0% |
| Equity - OTC | $1,255,865,130 | 21.3% |
| U.S. Government/Agency | $866,723,822 | 14.7% |
| Derivatives | $1,049,502,315 | 17.8% |
| Corporate - Investment Grade | $336,076,585 | 5.7% |
| Total | $5,896,080,424 | 100.0% |