Investment adviser · CRD 292051
CROSSPOINT CAPITAL MANAGEMENT
Investment adviser filing (IA)
CROSSPOINT CAPITAL MANAGEMENT LLC
SAN FRANCISCO, CA, United States · Form ADV filed Jan 29, 2018
- Regulatory AUM
- $136M Form ADV · Item 5.F
- Client accounts
- 341 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 1 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 |
|---|---|---|---|
| High-net-worth individuals | 75 | $75,000,000 | 55.1% |
| Other investment advisers | 150 | $45,000,000 | 33.1% |
| Individuals | 115 | $12,000,000 | 8.8% |
| Charities | Fewer than 5 | $4,000,000 | 2.9% |
Filing source
Form ADV 1169588 · Jan 29, 2018 · 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: Jan 29, 2018. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Publication of newsletters
Compensation
Percentage of assets · Fixed
Principal office
600 MONTGOMERY STREET,, 11TH FLOORSAN FRANCISCO, CA, 94111, United States
CRD 292051
Filing source
Form ADV 1169588 · Jan 29, 2018 · 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.