Crosslink Capital, Inc
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Overview
Crosslink Capital, Inc is a financial advisory company headquartered in Menlo Park, California. The firm has $5.1 billion in assets over 31 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management (AUM). Crosslink Capital, Inc has a small team, including 17 financial advisors. Crosslink Capital, Inc is not a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer firm to do so. Securities are defined as exchangable financial assets like equities, options and bonds.
Crosslink Capital, Inc manages all of the company's client assets on a discretionary basis. Discretionary management signifies that a portfolio manager makes transaction decisions for the client's account without needing to seek client consent. The investment advisory firm's average account size is $164.4 million. An average financial advisor at Crosslink Capital, Inc administers about two client accounts, placing it among the most personalized firms in the country.
The firm's central office is located at 2180 Sand Hill Road, Suite 200, Menlo Park, California 94025. The firm is legally registered to serve clients in the state of California.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Crosslink Capital, Inc by the Numbers
$5.1 billion
30
31
$164.4 million
Fee Structure
Fees for financial advice usually depend on which services the firm provides the client. Fee types charged by Crosslink Capital, Inc likely are comprised of some combination of the following fee structures: asset-based or performance-based. Crosslink Capital, Inc does not provide a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It caters to pooled investment vehicles. Out of its 31 accounts, Crosslink Capital, Inc's largest client type is pooled investment vehicles. Just 7% of the firm's accounts are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Crosslink Capital, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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