Investment adviser · CRD 300646

CROSSPLANE CAPITAL MANAGEMENT, LP

Investment adviser filing (IA)

DALLAS, TX, United States · Form ADV filed Mar 27, 2026

Regulatory AUM
$736M
Form ADV · Item 5.F
Client accounts
4
Accounts, not individual clients
Employees
19
Reported in this filing
Advisory professionals
13
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles4$736,248,662100.0%
Filing source

Form ADV 2077396 · Mar 27, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

4 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

CROSSPLANE CAPITAL FUND II, L.P.Private Equity Fund · Last reported Mar 27, 2026$390MGross asset value

Form D fundraising filings

Crossplane Capital Fund II, L.P.

Fund administrator IQ-EQ NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BDO USA, P.C. DALLAS, Texas, United States
Custodian SILICON VALLEY BANK, A DIVISION OF FIRST CITIZENS BANK SANTA CLARA, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

BDO USA, P.C.
PCAOB 243

Fund details & source
Fund ID
805-5117414131
Reported beneficial owners
76
Minimum commitment
$0
Form D file number
021-451347

Form ADV 2077396 · Mar 27, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CROSSPLANE CAPITAL FUND, L.P.Private Equity Fund · Last reported Mar 27, 2026$292MGross asset value

Form D fundraising filings

Crossplane Capital Fund, L.P.

Fund administrator IQ-EQ NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BDO USA, P.C. DALLAS, Texas, United States
Custodian SILICON VALLEY BANK, A DIVISION OF FIRST CITIZENS BANK SANTA CLARA, California, United States Related to adviser: No
Marketer STIFEL, NICOLAUS & COMPANY, INCORPORATED ST. LOUIS, Missouri, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

BDO USA, P.C.
PCAOB 243

STIFEL, NICOLAUS & COMPANY, INCORPORATED
CRD 793 · SEC 801-10746

Fund details & source
Fund ID
805-6972434465
Reported beneficial owners
65
Minimum commitment
$5M
Form D file number
021-345821

Form ADV 2077396 · Mar 27, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CROSSPLANE CAPITAL RENTALCO CO-INVEST II, LPPrivate Equity Fund · Last reported Mar 27, 2026$28.2MGross asset value

Form D fundraising filings

Crossplane Capital Rentalco Co-Invest II, L.P.

Fund administrator IQ-EQ NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BDO USA, P.C. DALLAS, Texas, United States
Custodian SILICON VALLEY BANK, A DIVISION OF FIRST CITIZENS BANK SANTA CLARA, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

BDO USA, P.C.
PCAOB 243

Fund details & source
Fund ID
805-1172782889
Reported beneficial owners
34
Minimum commitment
$0
Form D file number
021-441743

Form ADV 2077396 · Mar 27, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CROSSPLANE CAPITAL RENTALCO CO-INVEST, L.P.Private Equity Fund · Last reported Mar 27, 2026$26.4MGross asset value

Form D fundraising filings

Crossplane Capital Rentalco Co-Invest, L.P.

Fund administrator IQ-EQ NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BDO USA, P.C. DALLAS, Texas, United States
Custodian SILICON VALLEY BANK, A DIVISION OF FIRST CITIZENS BANK SANTA CLARA, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

BDO USA, P.C.
PCAOB 243

Fund details & source
Fund ID
805-4277481717
Reported beneficial owners
37
Minimum commitment
$0
Form D file number
021-399638

Form ADV 2077396 · Mar 27, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 27, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

750 NORTH ST. PAUL STREET, SUITE 1000
DALLAS, TX, 75201, United States

CRD 300646

Filing source

Form ADV 2077396 · Mar 27, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.