Crosslink Capital, Inc. (San Francisco)


Crosslink Capital, Inc. is a large advisory firm based in San Francisco. It manages $1.99 billion of regulatory assets for 22 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Crosslink Capital provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Crosslink Capital: assets under management

The assets under management (AUM) of Crosslink Capital, Inc. is $1.99 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 119% since the beginning of its operation, and $33.51 million of the total AUM is attributable to clients outside of the United States.

The firm manages $1.99 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $90.49 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Crosslink Capital, Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Michael Joseph Stark serves?

The only and largest group of clients of Michael Joseph Stark is pooled investment vehicles with 22 clients and $1.99 billion of assets under management. Among the 10 most similar advisory firms, Crosslink Capital has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $1.99 billion for 22 clients. 14% of the firm’s clients are foreign persons or businesses.

Crosslink Capital also advises several private funds. Namely, six hedge funds and fifteen venture capital funds. The minimum investment commitment required of non-related persons ranges from $1 to $3,000,000.

Careers at Crosslink Capital, Inc.

The company employs 33 people that are either part- or full-time employees. 52 percent of the employees work as investment advisers or researchers. No 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.

Crosslink Capital, Inc. is owned by Seymour Franklin Kaufman. Michael Joseph Stark has been acting as President since 1 Jan 1999. Mihaly Zoltan Szigeti joined the executive team most recently as the Partner; Chief Financial Officer; Chief Compliance Officer.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Michael Joseph Stark President 1 Jan 1999 50% - 75% 1035513
Seymour Franklin Kaufman Owner 1 Jan 1999 Other 829077
Anthony P Brenner Managing director 1 Jan 1999 Other 1611473
Daniel John Dunn Managing director 1 Jan 1999 Other 2431032
Gerri Annette Holt Chief financial officer 1 Jan 1999 Other 2825970
Vladimir Jacimovic Managing director 1 Jan 1999 Other 2768658
Gerri Holt Grossmann Chief financial officer and chief compliance officer 1 Jan 1999 Other 2825970
Thomas Edward Bliska Managing director 1 Jul 1999 Other 1049783
Jason Wyatt Sanders Principal 1 Sep 2000 Other 2766512
David I Epstein General partner 1 Jan 2003 Other 4916543
Gary Frederick Hromadko Venture partner 1 Apr 2003 Other 1297502
James Mcdowell Preston Feuille General partner 1 Jan 2004 Other 1160702
Caroline Wood Minority owner 1 Jan 2004 Other 4917069
Thomas Edward Bliska Owner 1 Dec 2004 Other 1049783
Daniel John Dunn Owner 1 Dec 2004 Other 2431032
William Patrick Nolan Owner 1 Dec 2004 Other 2338855
James Mcdowell Preston Feuille Owner 1 Apr 2007 Other 1160702
Jerome Nmn Contro Chief operating officer and chief compliance officer 1 Apr 2008 Other 717534
Jerome Stephen Contro Owner 1 Apr 2008 Other 717534
John Stephen Perkins Owner 1 Mar 2010 Other 2770597
Mihaly Zoltan Szigeti Chief financial officer 1 Jan 2012 Other 6043077
Eric John Chin Owner 1 Jan 2013 Other 6317633
Isabelle Natalie Fymat Owner 1 Jan 2013 Other 2835056
John Bent Coan Owner 1 Jan 2013 Other 4601558
David Howard Courtney Chief operating officer and chief compliance officer 1 Feb 2013 Other 1670884
Eric John Chin General partner; owner 1 Dec 2015 Other 6317633
David Richard Silverman General partner; owner 1 Dec 2015 Other 2910093
Daniel Thomas Myers General partner; owner 1 Jan 2016 Other 2646164
Mihaly Zoltan Szigeti Partner; chief financial officer; chief compliance officer 1 Aug 2016 Other 6043077
Maureen Noelani Offer Partner; chief administrative officer 1 Aug 2016 Other 6702198

Based in San Francisco

The principal office where Crosslink Capital, Inc. performs its advisory services is located at Two Embarcadero Center, Suite 2200, San Francisco, CA 94111, which is also the mailing address of the firm. An additional office of the firm is in Woodside, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-617-1800 or by fax 415-617-1801. The normal business hours are 7:30am to 5:30pm on Monday - Friday. You can find more information about the New York firm at crosslinkcapital.com and its LinkedIn profile.