CROSS LAKE PARTNERS LP

RIASEC RegisteredEst. 2018
Total AUM
$1.2B
Discretionary
$1.2B
100% of AUM
Avg account
$107M
Accounts
11
Employees
13
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
297215
Registered since
June 27, 2018
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Cross Lake Partners LP is a real estate–focused investment manager that structures and manages pooled investment vehicles for institutional investors. The firm operates as sponsor, general partner and managing member on its funds, which points to hands-on asset management and direct control over acquisition, leasing and disposition decisions rather than a purely advisory role. Its business model blends a percentage-of-AUM fee with performance-based compensation, aligning manager economics with fund performance. Portfolio activity is concentrated in real assets: the largest portion of the firm’s capital sits in a real estate fund platform. Cross Lake Partners LP does not position itself as an active ESG investor, and it primarily serves institutional clients through closed-end and pooled structures rather than individual separate accounts.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • RICHARD ITSKOV

    Chief Financial OfficerCRD 8064817

Contacts

2 of 2
  • MICHAEL BARR

    Managing PartnerCRD 2270650

  • JONATHAN SHUMAKER

    Managing PartnerCRD 4017400

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
12 E 49th St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth