Investment adviser · CRD 150656
CROSSWIND INVESTMENTS, LLC
Investment adviser filing (IA)
BOSTON, MA, United States · Form ADV filed Jan 6, 2012
- Regulatory AUM
- $86M Form ADV · Item 5.F
- Client accounts
- 38 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
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 6, 2012. View historical filings
Reported services
Individual portfolio management · Investment company portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
TWO INTERNATIONAL PLACE, 27TH FLOORBOSTON, MA, 02110, United States
CRD 150656
Filing source
Form ADV 598739 · Jan 6, 2012 · 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.