Crystal is a limited liability company, organized in the Swiss canton of Schwyz. Crystal was formed in May 2011. In April 2013, Crystal became registered with the SEC as an investment adviser. Crystal operates as a fully independent wealth manager. The founders are Dieter Albrecht, Dr. Ernst Thomke, Gaudenz Domenig and Dr. Bruno Teta. Crystal is a wholly owned subsidiary of Crystal Holding AG (“Crystal Holding”), a Swiss company. The shareholders of Crystal Holding are Baumann & Cie. KmG, Bruno Teta, Achim Wagner, Gaudenz F. Domenig, Olivier Parein and Gustavo Vasquez Caicedo. Our Directors are Daniel O.A. Rüedi, Gaudenz F. Domenig (Board chairman), and Adrian ILL. As of 11 November 2016, Crystal became the sponsor for an Actively Managed Certificate (“AMC”), which was converted into a Luxemburg UCITS sub-fund under the Baumann & Partners Fund Umbrella in October 2019. In August 2021, Crystal became the investment manager of two Luxemburg based UCITS sub-funds under the Baumann & Partners Fund Umbrella. It was recently decided to liquidate both sub-funds managed by Crystal, we expect this liquidation process to be completed by the end of April. Crystal continues to be the investment manager for its Clients’ separate mandates. Crystal continues to hold the license as manager for collective investment funds from the Swiss Financial Markets Supervisory Authority FINMA and has implemented the licensing requirements as per 1 December 2020. In this Brochure, “U.S. Clients” means U.S. resident clients of the type

identified in Item 7. “Non-U.S. Clients” means all other clients of Crystal residing outside the United States. “Clients” means both U.S. resident clients and also non-U.S. resident clients. Crystal applies the Advisers Act and its protections to all its Clients. Crystal concentrates its services on a small number of clients with entrepreneurial backgrounds. We believe that the best interests of our Clients are served through positive, long-lasting relationships that build a firm foundation of trust. Crystal manages Client cash and securities (“Assets”) on a discretionary basis in a focused portfolio of listed Swiss and European equities, according to the Clients’ investment objectives and restrictions. A focused portfolio usually consists of between ten and twenty-five securities, plus cash. The amount of cash or securities in an account would increase or decrease based upon Crystal’s view of the markets. The specific investment strategy and portfolio structure are based upon Clients’ individual circumstances and specific requirements (objectives, strategies and restrictions). For our Clients, we effect transactions in Swiss and European listed equities. More information about Crystal is available in our Form ADV Part 1, available via the SEC’s Investment Adviser Public Disclosure website (https://www.adviserinfo.sec.gov). Crystal Asset Management AG – Form ADV Part 2A 6 As of 31 December 2023, we manage approximately $299 million in assets on a discretionary basis for 26 Clients.