Overview
Assets Under Management: $4.2 billion
Headquarters: PLEASANTVILLE, NY
High-Net-Worth Clients: 27
Average Client Assets: $2.8 million
Frequently Asked Questions
CROSSINGBRIDGE ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #286594), CROSSINGBRIDGE ADVISORS, LLC is subject to fiduciary duty under federal law.
CROSSINGBRIDGE ADVISORS, LLC is headquartered in PLEASANTVILLE, NY.
CROSSINGBRIDGE ADVISORS, LLC serves 27 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, CROSSINGBRIDGE ADVISORS, LLC offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
CROSSINGBRIDGE ADVISORS, LLC manages $4.2 billion in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, CROSSINGBRIDGE ADVISORS, LLC serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 27
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 1.78%
Average Client Assets: $2.8 million
Total Client Accounts: 49
Discretionary Accounts: 49
Regulatory Filings
CRD Number: 286594
Filing ID: 2055346
Last Filing Date: 2026-03-30 11:19:59