Cross Shore Capital Management, LLC
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Overview
Cross Shore Capital Management, LLC is an advisory company headquartered in Great Neck, New York. Cross Shore Capital Management, LLC oversees $158.1 million in assets under management over seven accounts, making it a mid-tier firm in the nation by assets under management (AUM). Cross Shore Capital Management, LLC has a small group, including 4 financial advisors. Cross Shore Capital Management, LLC is not a registered broker-dealer, meaning the company cannot buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are exchangable financial assets like equities, bonds and options.
Cross Shore Capital Management, LLC administers all of the firm's accounts in a discretionary manner. Discretionary management means that buy and sell judgments are made by a portfolio manager without needing to seek the customer's authorization. The advisory firm oversees an average of $22.6 million in assets for each customer account. The average financial advisor at Cross Shore Capital Management, LLC manages about two client accounts, making it one of the most individualized advisor firms in the country.
Cross Shore Capital Management, LLC's headquarters is at 111 Great Neck Road, Great Neck, New York 11021. The company is legally permitted to serve investors in the state of New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Cross Shore Capital Management, LLC by the Numbers
$158.1 million
6
7
$22.6 million
Products and Services
Cross Shore Capital Management, LLC offers a variety of financial services, which can consist of portfolio management for investment companies, portfolio management for pooled investment vehicles and selection of other advisers. Cross Shore Capital Management, LLC is not involved in selling products or offering services aside from investment advice to its investment advisory clients. Cross Shore Capital Management, LLC is also affiliated with one or more other companies in the financial services industry, including with a lawyer or law firm.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors typically are based on the financial services offered. However, fees billed by the company most likely consist 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 company.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 26% of firms
Performance-based
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
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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 provides services to investment companies and pooled investment vehicles. Out of its seven customers, Cross Shore Capital Management, LLC's largest client by number of accounts is pooled investment vehicles. Just 2% 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
Cross Shore Capital Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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