Overview
Assets Under Management: $136 million
Headquarters: SAN FRANCISCO, CA
High-Net-Worth Clients: 75
Average Client Assets: $1.0 million
Frequently Asked Questions
CROSSPOINT CAPITAL MANAGEMENT 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 #292051), CROSSPOINT CAPITAL MANAGEMENT is subject to fiduciary duty under federal law.
CROSSPOINT CAPITAL MANAGEMENT is headquartered in SAN FRANCISCO, CA.
CROSSPOINT CAPITAL MANAGEMENT serves 75 high-net-worth clients according to their SEC filing dated January 29, 2018. View client details ↓
According to their SEC Form ADV, CROSSPOINT CAPITAL MANAGEMENT offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
CROSSPOINT CAPITAL MANAGEMENT manages $136 million in client assets according to their SEC filing dated January 29, 2018.
According to their SEC Form ADV, CROSSPOINT CAPITAL MANAGEMENT serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 75
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 55.15%
Average Client Assets: $1.0 million
Total Client Accounts: 341
Discretionary Accounts: 341
Regulatory Filings
CRD Number: 292051
Filing ID: 1169588
Last Filing Date: 2018-01-29 12:08:00