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Crystal Cove Asset Management

Also known as crystal cove

Wealth ManagerNewport Beach, United StatesFounded 2017
Newport Beach
Headquarters
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Investment Focus

About Crystal Cove Asset Management

Crystal Cove Asset Management is a wealth manager based in Newport Beach, US. Founded in 2017.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Crystal Cove Asset Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$135.2M
Total Clients
280
Filing Date
March 16, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Crystal Cove Asset Management across SEC, IRS, DOL and international registers — newest first.

13F
Crystal Cove Asset Management, LLC
Aug 12, 2026 · 2026 Q2
$91.7M
13F
Crystal Cove Asset Management, LLC
May 15, 2026 · 2026 Q1
$83.2M
FORM ADV
CRYSTAL COVE ASSET MANAGEMENT
Mar 16, 2026
$135.2M

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Crystal Cove Asset Management?

Crystal Cove Asset Management is a wealth manager based in Newport Beach, United States.

Where is Crystal Cove Asset Management headquartered?

Crystal Cove Asset Management is headquartered in Newport Beach, United States.

When was Crystal Cove Asset Management founded?

Crystal Cove Asset Management was founded in 2017.

How can I contact Crystal Cove Asset Management?

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