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Frequently Asked Questions

  • How do I invest in Fund IV?
    Please navigate to our Investor Portal and request a login. Once issued, you are able to fill in your personal/investing information and then select “Invest” using the green button on the top, right corner. From there, a member of our team will reach out to finalize your investment onboarding. If you have questions about this process or need assistance, please email invest@crystalviewcapital.com and a member of our team would be happy to help.
  • What is the duration of Fund IV?
    An investment in Fund IV is considered long-term and illiquid. The initial term is projected to be up to ten (10) years and additional extension options are available.
  • When are distributions for Fund IV made?
    Distributions are paid on a quarterly basis, based on cash flow available from each quarter. We typically distribute within 10 business days after the end of each quarter and offer ACH/Direct Deposit options for investors.
  • When does my Preferred Return begin to accrue?
    Preferred Returns begin to accrue once an investors capital is moved from the Fund’s internal subscription account to operations and converted to Interests. Commitments are moved to the operating account on a first-in-first-out basis meaning, investors who make contributions to the Fund earlier, regardless of Investor Class, will begin accruing the Preferred Return sooner.
  • What can I expect for a Preferred Return and Carried Interest?
    The rate of a Preferred Return and Carried Interest varies based on Investor Class, which are outlined below.
  • What is Fund IV’s target return?
    Crystal View Capital Fund IV is targeting a 12-15% return for investors, inclusive of the Preferred Return which ranges from 7-9% depending on Investor Class.
  • How much Capital will Fund IV raise? When will the Fund stop accepting Capital?
    The Fund is open for a $200 million dollar raise and will close for investing once it is fully subscribed.
  • Does the sponsor co-invest?
    Over the Funds for Crystal View Capital, Matthew and his wife have invested over $12 million of their own capital alongside investors and on the same terms as investors. Additional team members have also invested in the Funds.
  • How much Capital has the Firm previously raised and how much is the AUM?
    Across Crystal View Capital’s four Funds, over $200 million has been raised and deployed into assets. The Firm currently holds over $440 million in assets under management.
  • Can I invest through my business or trust?
    Yes, as long as the entity or underlying beneficial owners are accredited investors they are able to make a contribution.
  • Is the cash distribution treated as return of capital or return on capital?
    It varies based on the distributions. Preferred Return Distributions are a return on capital as well as other special distributions (any distributions above the preferred return which are subject to the applicable class split). When Return of Capital distributions occur, typically when an asset is sold (subject to the provisions within the Offering), but also via other special distributions, investors will be notified that it is returning capital and reducing their capital account balance.
  • Do you perform cost-segregations on your assets?
    Yes, we do typically perform cost-segregations on the bulk of our assets.
  • Do I need to be an accredited investor?
    Yes, we are a 506(C) offering which requires that we further verify that each investor in the Fund is accredited. Our team will reach out to verify once onboarding has started.
  • What is the minimum to invest?
    The minimum investment is $50,000.
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