Investment adviser · CRD 150212
CROSSPOINT CAPITAL MANAGEMENT
Investment adviser filing (IA)
CROSSPOINT CAPITAL STRATEGIES, LLC
ORINDA, CA, United States · Form ADV filed Sep 17, 2026
- Regulatory AUM
- $117M Form ADV · Item 5.F
- Client accounts
- 288 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Other investment advisers | 213 | $82,000,000 | 70.1% |
| High-net-worth individuals | 10 | $19,000,000 | 16.2% |
| Individuals | 29 | $9,000,000 | 7.7% |
| Corporations & businesses | Fewer than 5 | $7,000,000 | 6.0% |
Filing source
Form ADV 2133369 · Sep 17, 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
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 17, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
4 ORINDA WAY, BLDG E - 1ST FLOORORINDA, CA, 94563, United States
CRD 150212
Filing source
Form ADV 2133369 · Sep 17, 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.