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Building 2CROSSPOINT CAPITAL MANAGEMENT

Map pinORINDA, CA
Phone415-291-2914
NotebookSEC #801-123709
Total AUM
$77M
Employees
2
Clients
404

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
89 DAVIS RD
STE 160
ORINDA
CA 94563
United States
Operating Hours
6:30 A.M. - 3:00 P.M.
Monday - Friday
Phone
415-291-2914

ReceiptFinancials

Total AUM
$77M
Accounts
404
Discretionary
$77M
Accounts
404
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
60
AUM
$7M
HNW Individual Clients
13
AUM
$7M
Pension/Profit Sharing Plan Clients
1
AUM
$2M
Investment Advisor Clients
329
AUM
$59M
Corporation or Business Clients
1
AUM
$2M

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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