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CROSS ISLAND ADVISORS LLC
CRD 292058File 801-112465
APPROVED
Filing as of Mar 31, 2023
Feed vintage Oct 1, 2026
Regulatory AUM
$453.0M
Above cohort median (national)
Discretionary AUM
$453.0M
Clients
0
5 accounts
Employees
1
Below cohort median in CT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Feb 16, 2018
- Principal office
- 450 MANSFIELD AVE, DARIEN, CT, 06854
- Phone
- 203-252-7654
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $453.0M
- Discretionary AUM
- $453.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 5
- Non-discretionary accounts
- 0
- Total accounts
- 5
- AUM per client
- —
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | Fewer than 5 | $453.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — SALARY
Advisory activities
- 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 |
|---|---|---|---|---|
| May 1, 2025 vs Oct 1, 2022 | AUM | $522,505,592 | $453,000,000 | decreased by$69,505,592 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 23 | 5 | decreased by18 |
| Feb 1, 2022 | AUM | $398,184,897 | $522,505,592 | increased by$124,320,695 |
| Feb 1, 2022 | Accounts | 18 | 23 | increased by5 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CROSS ISLAND” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CROSS ISLAND” 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.