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CROSS OCEAN PARTNERS MANAGEMENT LP
CRD 285340File 801-108492
APPROVED
Custody
Filing as of Aug 28, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$7.04B
Top 25% of cohort (national)
Discretionary AUM
$7.04B
Clients
39
40 accounts
Employees
39
Top 25% of cohort in CT
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Oct 17, 2016
- Principal office
- 60 ARCH ST, 3RD FLOOR, GREENWICH, CT, 06830
- Phone
- 1-203-340-7850
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $7.04B
- Discretionary AUM
- $7.04B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 40
- Non-discretionary accounts
- 0
- Total accounts
- 40
- AUM per client
- $180.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | 1 | $7K |
| Pooled investment vehicles | 38 | $7.03B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 29, 2026 | Employees | 34 | 39 | increased by5 |
| Aug 29, 2026 | Clients | 35 | 39 | increased by4 |
| Aug 29, 2026 | AUM | $6,285,117,946 | $7,041,654,475 | increased by$756,536,529 |
| Aug 29, 2026 | Accounts | 36 | 40 | increased by4 |
| Aug 17, 2026 | Clients | 36 | 35 | decreased by1 |
| Apr 1, 2026 | Employees | 32 | 34 | increased by2 |
| Apr 1, 2026 | Clients | 28 | 36 | increased by8 |
| Apr 1, 2026 | AUM | $4,897,522,978 | $6,285,117,946 | increased by$1,387,594,968 |
| Apr 1, 2026 | Accounts | 28 | 36 | increased by8 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 24 | 32 | increased by8 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 24 | 28 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,923,445,382 | $4,897,522,978 | increased by$1,974,077,596 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 24 | 28 | increased by4 |
| Apr 1, 2022 | Employees | 22 | 24 | increased by2 |
| Apr 1, 2022 | Clients | 20 | 24 | increased by4 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CROSS OCEAN” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CROSS OCEAN” may also match similarly-named firms). Confirm identity against each filing.
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.