Underwrite, don't predict
Every position carries an explicit thesis, a price we'd add at, and a price we'd exit. Forecasts are inputs, never the argument.
About the Firm
Structured like a crystal.
Held like an oak.
CrystalOak Group is a multi-strategy investment firm. We allocate permanent-minded capital across four sleeves — real estate, public equities, digital assets, and venture — and manage them on a single in-house platform.
Size for survival
Allocation weights are set so that no single sleeve can impair the whole. Drawdowns are budgeted before they happen.
Compound in public
LPs see what we see — live, through the CrystalOak Terminal. Transparency is cheaper than trust rebuilt.
Sector Allocation
Where the capital sits.
Target weights are reviewed quarterly and rebalanced when drift exceeds mandate bands.
| Sleeve | Target | Band |
|---|---|---|
| Real Estate | 40% | ±4% |
| Public Equities — S&P 100® | 30% | ±3% |
| Digital Assets | 25% | ±5% |
| Venture | 5% | ±2% |
Holdings
Inside each sleeve.
| Student Housing | 40% |
| Multi-Family | 30% |
| Single-Family | 30% |
| Top 10 Constituents | 55% |
| Remaining S&P 100® | 45% |
| Bitcoin | 80% |
| Ethereum | 15% |
| Other Protocols | 5% |
| Healthcare | 40% |
| Aerospace | 30% |
| Applied AI | 30% |