Crossplane Capital Management, Lp

CRD#300646
Investment Advisor Firm

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Overview

Crossplane Capital Management, Lp is a financial advisor firm headquartered in Dallas, Texas. The company manages $853.1 million in assets under management throughout four accounts, placing it among the larger firms in the nation by assets under management (AUM). It has a small group, including 11 financial advisors. Crossplane Capital Management, Lp is not a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer firm to do so. Securities are exchangable financial assets such as options, stocks and bonds.

Crossplane Capital Management, Lp manages all of the company's accounts on a discretionary basis. Discretionary management signifies that transaction choices for the client's account are made by a portfolio manager without requiring the client's permission. The firm's typical account size is $213.3 million. An average financial advisor at Crossplane Capital Management, Lp administers fewer than one client account, placing it among the most personalized advisor firms in the country.

Crossplane Capital Management, Lp's headquarters is located at 750 North St. Paul Street, Dallas, Texas 75201. The firm is legally permitted to provide services to clients in the state of Texas.

Assets Under Management

$853.1 million

Number of Advisors

11

Disclosures

No

Office Location

750 North St. Paul Street
Dallas, TX 75201

Crossplane Capital Management, Lp by the Numbers

Total Assets Under Management

$853.1 million

National Average: $8.6 billion
Total Number of Employees

17

National Average: 64
Total Number of Accounts

4

National Average: 375,227
Average Account Size

$213.3 million

National Average: $23.0 thousand
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Fee Structure

Fees for financial management typically depend on the type of services provided. However, fees charged by Crossplane Capital Management, Lp most likely are comprised of any blend of the following fee types: asset-based, performance-based or other. 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

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Offered by 26% of firms

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

  • Offered by 10% of firms

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

Unavailable

  • Find one of the 21% of firms that offer this fee type

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Find one of the 1% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 0% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 32% of firms that offer this fee type

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

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Types of Clients

The company provides services to pooled investment vehicles. Out of its four accounts, Crossplane Capital Management, Lp's biggest client group by number of accounts is pooled investment vehicles. None of the firm's customers reside abroad.

  • 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

Crossplane Capital Management, Lp does not have any disclosures.

Please visit its Form ADV for more details.

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