Crosspoint Capital Management LLC (San Francisco)

Name: Crosspoint Capital Management LLC
Address: 600 Montgomery Street,, San Francisco, CA, 94111
Telephone: 415-291-2914

Crosspoint Capital Management LLC is a large advisory firm based in San Francisco. It manages $136 million of regulatory assets for 341 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of California.

Crosspoint Capital Management provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Crosspoint Capital Management: assets under management

The assets under management (AUM) of Crosspoint Capital Management LLC is $136 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $136 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $398.83 thousand each.

Investments

The firm invests in exchange traded securities the most. They account for 96% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 4% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Crosspoint Capital Management LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Crosspoint Capital Management serves?

The firm provides services to individuals, charitable organizations, other investment advisers, and high net worth individuals. The largest group of clients of Crosspoint Capital Management is high net worth individuals with 75 clients and $75 million of assets under management. Among the 7 most similar advisory firms, Crosspoint Capital Management has the 2nd lowest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $136 million for 341 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Crosspoint Capital Management doesn't advise any private funds.

Careers at Crosspoint Capital Management LLC

The company employs 2 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Lesley Lynn Jones joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Anthony Salvatore Cantando	Chief executive officer	1 Dec 2017	Other	4505120
Crosspoint Capital Management	Managing member	1 Dec 2017	75% - 100%	292051
Lesley Lynn Jones	Chief compliance officer	1 Jan 2018	Other	4636524

Based in San Francisco

The principal office where Crosspoint Capital Management LLC performs its advisory services is located at 600 Montgomery Street,, San Francisco, CA 94111, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-291-2914. The normal business hours are 6:30 am - 4:00 pm on Monday - Friday. You can find more information about the New York firm at crosspointcm.com.