Data / Investment advisers / California / Crystal Cove Asset Management
Crystal Cove Asset Management, Newport Beach, CA: $135 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Crystal Cove Asset Management is an SEC registered investment adviser with its main office in Newport Beach, California and reports $135 million in regulatory assets under management in its Form ADV filed March 16, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 289810
- SEC file number
- 801-135864
- SEC status
- Approved, effective April 16, 2026
- Legal name
- Crystal Cove Asset Management, LLC
- Main office
- 620 Newport Center Drive Suite 1100, Newport Beach, CA 92660
- Phone
- (949) 359-1399
- Website
- crystalcoveam.com
- Regulatory AUM
- $135,190,931 in the Form ADV filed March 16, 2026
- Discretionary AUM
- $135,081,493
- Non discretionary AUM
- $109,438
- Accounts
- 280
- Employees
- 2, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 2
- Form ADV Item 11 disclosures
- Reported: self-regulatory organization actions
- Latest Form ADV filing
- March 16, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 35 | $110.7 million |
| Individuals (other than high net worth individuals) | 47 | $13.8 million |
| Pension and profit sharing plans | 4 | $6.3 million |
| Charitable organizations | 4 | $4 million |
| Corporations or other businesses | 1 | $487,651 |
Other advisers in Newport Beach
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Boyer Financial Services, Inc. | Newport Beach | $167 million | Not listed | adviserinfo.sec.gov |
| Fell Capital Management | Newport Beach | $161.8 million | Not listed | adviserinfo.sec.gov |
| Sidoxia Capital Management, LLC | Newport Beach | $149 million | 1 | adviserinfo.sec.gov |
| Tax Efficient Asset Management Solution, Inc. | Newport Beach | $148.3 million | Not listed | adviserinfo.sec.gov |
| Procore Advisors, LLC | Newport Beach | $143.7 million | Not listed | adviserinfo.sec.gov |
| Banta Asset Management LP | Newport Beach | $128.7 million | Not listed | adviserinfo.sec.gov |
| Pacific Specialty Investment Group, LLC | Newport Beach | $123.2 million | Not listed | adviserinfo.sec.gov |
| Triad Investment Management, LLC | Newport Beach | $119.5 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Newport Beach, CA
- Investment advisers in California
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Crystal Cove Asset Management on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.