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CROSSBEAM VENTURE PARTNERS

CROSSBEAM VENTURE PARTNERS LLC

CRD 309047 · SEC 801-131878

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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477 MADISON AVENUE, 8TH FLOOR, NEW YORK, NY, 10022, United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$507.7M

Discretionary AUM

$448.0M

Team

6 total employees; 5 advisory reps

Clients

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-05-26

Disciplinary history

No

Services

Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Pooled investment vehicles12$448.0M

States served

NY

All web addresses on file

Official SEC filing: View on IAPD