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CROSSPOINT CAPITAL MANAGEMENT
CROSSPOINT CAPITAL STRATEGIES, LLC
CRD 150212 · SEC 801-136117
4 ORINDA WAY, BLDG E - 1ST FLOOR, ORINDA, CA, 94563, United States
Phone
415-949-1443
Fax
415-962-0600
Registration
— (—)
Source
State registered
Total AUM
$118.0M
Discretionary AUM
$118.0M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 29 | $9.0M |
| High net worth individuals | 8 | $19.0M |
| Other investment advisers | 224 | $84.0M |
| Corporations/business entities | 2 | $6.0M |
All web addresses on file
Official SEC filing: View on IAPD