Real Estate
Student, multi-family, and single-family housing across supply-constrained U.S. markets.
Target weight40%
Multi-Strategy Investment Firm
Crystal Clarity.Oak Conviction.
Crystallizing ideas through oak-strong partnerships — long-term capital across real estate, public equities, digital assets, and venture.
U.S. Equities—
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Founded2015
Real Estate SleeveCore 40%
Digital Assets SleeveCore 25%
CO TerminalIn-House
TodayQ2 ’26
What We Hold
Four strategies, one structure.
Public Equities
Concentrated exposure to S&P 100® constituents — durable franchises with compounding economics.
Target weight30%
Digital Assets
A bitcoin-weighted core with selective protocol exposure, held with institutional custody.
Target weight25%
Venture
Early-stage positions in healthcare, aerospace, and applied AI — founders who challenge the status quo.
Target weight5%
CrystalOak Terminal
The whole portfolio, one pane of glass.
Our in-house terminal gives LPs and partners live exposure, risk, and reporting across every strategy — the same system our investment team runs daily.
- ◆Live blotter. Positions and drift across all four sleeves, marked continuously.
- ◆Risk on demand. VaR, stress vignettes, and mandate checks in one command.
- ◆LP reporting. Quarterly letters and NAV bridges, generated from source data.
SleeveMarkΔ SessionWeight
Command
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Output
Why the Name
Two materials. One discipline.
Structure & clarity
Crystals grow by rule — every facet a consequence of the lattice beneath it. We underwrite the same way: explicit assumptions, measurable risk, and positions that can be explained on one page.
Patience & endurance
Oaks compound quietly for a century. We hold through cycles, size for survival, and treat permanence as the highest form of alpha. Time is the only edge that can't be arbitraged.
Work With Us
Building something enduring?
Founders, operators, and allocators — we read every pitch that crosses our desk.