Crossplane Capital Management, Lp
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Learn more about Crossplane Capital Management, Lp
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
Number of Advisors
Disclosures
Office Location
Crossplane Capital Management, Lp by the Numbers
$853.1 million
17
4
$213.3 million
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
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
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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