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Building 2CROSSPOINT CAPITAL MANAGEMENT

Map pinSAN FRANCISCO, CA
Phone415-291-2914
NotebookSEC #801-112487
Total AUM
$136M
Employees
2
Clients
341

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
600 MONTGOMERY STREET,
11TH FLOOR
SAN FRANCISCO
CA 94111
United States
Operating Hours
6:30 AM - 4:00 PM
Monday - Friday
Phone
415-291-2914

ReceiptFinancials

Total AUM
$136M
Accounts
341
Discretionary
$136M
Accounts
341
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
115
AUM
$12M
HNW Individual Clients
75
AUM
$75M
Charitable Organization Clients
1
AUM
$4M
Investment Advisor Clients
150
AUM
$45M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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