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CROSSINGBRIDGE ADVISORS, LLC
CRD 286594File 801-110043
APPROVED
Retail clients
Filing as of Jun 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$4.18B
Top 25% of cohort (national)
Discretionary AUM
$4.18B
Clients
49
49 accounts
Employees
16
Top 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Feb 27, 2017
- Principal office
- 427 BEDFORD ROAD, SUITE 220, PLEASANTVILLE, NY, 10570
- Phone
- (914) 741-1515
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.18B
- Discretionary AUM
- $4.18B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 49
- Non-discretionary accounts
- 0
- Total accounts
- 49
- AUM per client
- $85.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 10 | $143.8M |
| Insurance companies | 1 | $127.5M |
| Investment companies | 10 | $3.71B |
| High net worth individuals | 27 | $74.3M |
| Pooled investment vehicles | 1 | $130.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- 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.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 14 | 16 | increased by2 |
| Apr 1, 2026 | Clients | 37 | 49 | increased by12 |
| Apr 1, 2026 | AUM | $3,896,648,497 | $4,182,059,071 | increased by$285,410,574 |
| Apr 1, 2026 | Accounts | 37 | 49 | increased by12 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 36 | 37 | increased by1 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $3,437,761,682 | $3,896,648,497 | increased by$458,886,815 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 36 | 37 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 13 | 14 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 6 | 36 | increased by30 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,368,679,220 | $3,437,761,682 | increased by$2,069,082,462 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 6 | 36 | increased by30 |
| Apr 1, 2022 | Employees | 12 | 13 | increased by1 |
| Apr 1, 2022 | Clients | 3 | 6 | increased by3 |
| Apr 1, 2022 | AUM | $807,142,609 | $1,368,679,220 | increased by$561,536,611 |
| Apr 1, 2022 | Accounts | 3 | 6 | increased by3 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CROSSINGBRIDGE ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CROSSINGBRIDGE ADVISORS” 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.