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CROSSPOINT CAPITAL MANAGEMENT
Legal name: CROSSPOINT CAPITAL STRATEGIES, LLC
CRD 150212File 801-137291
APPROVED
Retail clients
Filing as of Sep 17, 2026
Feed vintage Nov 7, 2026
Regulatory AUM
$117.0M
Bottom 25% of cohort (national)
Discretionary AUM
$117.0M
Clients
254
288 accounts
Employees
2
Bottom 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Sep 22, 2026
- Principal office
- 4 ORINDA WAY, BLDG E - 1ST FLOOR, ORINDA, CA, 94563
- Phone
- 415-949-1443
- Website
- https://www.crosspointcm.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $117.0M
- Discretionary AUM
- $117.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 288
- Non-discretionary accounts
- 0
- Total accounts
- 288
- AUM per client
- $461K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $7.0M |
| Other investment advisers | 213 | $82.0M |
| High net worth individuals | 10 | $19.0M |
| Individuals (other than high net worth individuals) | 29 | $9.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Fees as stated in brochure
ADV Part 2A Item 5Loading brochure…
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Oct 23, 2026 | Registration | — | APPROVED | |
| Sep 23, 2026 | Registration | — | APPROVED | |
| Jun 1, 2026 | Registration | — | APPROVED | |
| Apr 1, 2023 | Clients | 504 | 404 | decreased by100 |
| Apr 1, 2023 | AUM | $124,000,000 | $77,000,000 | decreased by$47,000,000 |
| Apr 1, 2023 | Accounts | 504 | 404 | decreased by100 |
| May 1, 2022 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CROSSPOINT CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CROSSPOINT CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.