Crosspoint Capital Strategies, LLC (San Francisco)

Name: Crosspoint Capital Strategies, LLC
Address: 600 Montgomery Street, San Francisco, CA, 94111
Telephone: 415-291-2914

Crosspoint Capital Strategies, LLC is an adviser based in San Francisco. It manages $54 million of regulatory assets for 250 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of California.

Crosspoint Capital Strategies provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Crosspoint Capital Strategies: assets under management

The assets under management (AUM) of Crosspoint Capital Strategies, LLC is $54 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -64% since the beginning of its operation, and $1 million of the total AUM is attributable to clients outside of the United States.

The firm manages $54 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $216 thousand each.

Investments

The firm invests in cash and cash equivalents the most. They account for 99% of the total AUM. The second-largest asset type is exchange traded securities, which make up 1% of the firm’s portfolio.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Crosspoint Capital Strategies, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Crosspoint Capital Strategies serves?

The firm provides services to individuals, other investment advisers, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Crosspoint Capital Strategies is other investment advisers with 175 clients and $39 million of assets under management. Among the 2 most similar advisory firms, Crosspoint Capital Strategies has the highest percentage of other investment advisers out of all clients.

The amount of regulatory assets under management is $54 million for 250 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 2% of the firm’s clients are foreign persons or businesses.

Crosspoint Capital Strategies doesn't advise any private funds.

Careers at Crosspoint Capital Strategies, LLC

The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc Crosspoint Capital Management	Managing member	1 Feb 2018	75% - 100%	82-3698209
Anthony Salvatore Cantando	Managing member, chief executive officer	1 Feb 2018	Other	4505120
Lesley Lynn Jones	Chief compliance officer	1 Feb 2018	Other	4636524
Llc Crosspoint Capital Strategies	Managing member	1 Feb 2018	75% - 100%	82-3698209
Anthony Salvatore Cantando	Managing member, chief executive officer, chief compliance officer	1 Nov 2018	Other	4505120

Based in San Francisco

The principal office where Crosspoint Capital Strategies, LLC performs its advisory services is located at 600 Montgomery Street, San Francisco, CA 94111, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-291-2914 or by fax 415-962-0600. The normal business hours are 6:30 a.m. - 4:00 p.m. on Monday - Friday. You can find more information about the New York firm at crosspointcm.com and its LinkedIn profile.