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CROSSOVER CAPITAL
CROSSOVER CAPITAL BRANDS LLC
CRD 326625 · SEC 801-128013
113B FLORAL VALE BLVD, #3, YARDLEY, PA, 19067, United States
Phone
215-396-5580
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$179.5M
Discretionary AUM
$161.2M
Team
3 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees; Performance-based fees; FINANCIAL PLANNING AND CONSULTING
Org form
Limited Liability Company
Filing date
2026-04-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 35 | $7.4M |
| High net worth individuals | 64 | $171.5M |
States served
NJ, NY, PA, TX, FL
All web addresses on file
- https://www.instagram.com/crossovercapital/
- https://www.twitter.com/Crossover_Tasha
- https://www.twitter.com/Crossover_Alex
- https://www.linkedin.com/in/tasha-shadle-cima%C2%AE-cdfa%C2%AE-11921a169/
- https://www.linkedin.com/in/alexandermpron/
- HTTPS://CROSSCAPADVISORS.COM
- https://www.linkedin.com/company/crossover-capital-advisors/
- https://bitcoinfinancialadvisorsnetwork.com/our-advisors/alex-pron/
- https://www.facebook.com/crossovercapital/
Official SEC filing: View on IAPD