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Crosspoint Capital Management Review

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The following automated report was generated using SEC and FINRA data and was last updated on June 1st, 2020*. For data support, email "support@investor.com". Firms that receive a 4.5 or 5-star rating are considered Trusted by investor.com. Learn more.

Crosspoint Capital Management, registered in 2019, is a Registered Investment Advisor (RIA) in 0 (unknown) state(s) with a licensed staff of 2 advisors. Crosspoint Capital Management manages $65.0 million and provides investment advisory services for 283 clients (1:142 advisor/client ratio).


Firm Information Value
Overall Rating
Advisors Directory View Directory
Avg Advisor Years Registered 9
Minimum Investment No data
Average Client Balance $229,681
Total AUM $65.0 million
Advisor / Client Ratio 1:142
Headquarters San Francisco, CA
SEC Filings View SEC IAPD CRD #150212
State(s) Registered


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*SEC data last verified 06/01/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.


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