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Building 2CROSSPOINT CAPITAL MANAGEMENT

Map pinORINDA, CA
Phone415-949-1443
NotebookSEC #801-136117
Total AUM
$118M
Employees
2
Clients
263

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4 ORINDA WAY
BLDG E - 1ST FLOOR
ORINDA
CA 94563
United States
Operating Hours
7:00 A.M. - 3:00 P.M.
Monday - Friday
Phone
415-949-1443
Other Offices
1

ReceiptFinancials

Total AUM
$118M
Accounts
299
Discretionary
$118M
Accounts
299
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
29
AUM
$9M
HNW Individual Clients
8
AUM
$19M
Investment Advisor Clients
224
AUM
$84M
Corporation or Business Clients
2
AUM
$6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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