Crosspoint Capital Partners, Lp
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Learn more about Crosspoint Capital Partners, Lp
Overview
Crosspoint Capital Partners, Lp operates as a financial advisory firm headquartered in Menlo Park, California. The firm oversees $2.1 billion in total assets throughout five accounts, placing it among the biggest firms in the country by assets under management (AUM). The firm has a small group, including 16 financial advisors. Crosspoint Capital Partners, Lp does not act as a registered broker-dealer, meaning the company is not able to buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer company to do so. Securities are tradable fiscal investments such as options, bonds and stocks.
Crosspoint Capital Partners, Lp oversees all of its accounts in a discretionary manner. Discretionary management is a structure in which buy and sell choices for the client's account are made by an investment advisor without requiring the client's consent. The company manages an average of $426.4 million in assets for each customer account. An average financial advisor at Crosspoint Capital Partners, Lp administers fewer than one client account, making it one of the most individualized advisor firms in the country.
The firm's central office is at 2500 Sand Hill Road, Menlo Park, California 94025. It is legally registered to provide services to clients throughout a few states, including California and Massachusetts.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Crosspoint Capital Partners, Lp by the Numbers
$2.1 billion
20
5
$426.4 million
Fee Structure
Fees for financial advice typically vary depending on the services provided. Fee types billed by the firm likely include some blend of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.
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
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company works with pooled investment vehicles. Out of its five customers, Crosspoint Capital Partners, Lp's largest client is pooled investment vehicles. About 100% of its 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
Crosspoint Capital Partners, Lp does not have any disclosures.
Please visit its Form ADV for more details.
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