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CROSSMARKET CAPITAL, LLC
CRD 168947 · SEC 801-78551
1300 QUAIL, SUITE 108, NEWPORT BEACH, CA, 92660, United States
Phone
(949)290-1660
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$22.3M
Discretionary AUM
$7.2M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2021-12-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)PORTFOLIO MONITORING; FINANCIAL CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 95 | $2.4M |
| High net worth individuals | 40 | $15.1M |
| Pension/profit sharing plans | 5 | $4.8M |
Official SEC filing: View on IAPD