CROSSINGBRIDGE ADVISORS, LLC

RIASEC RegisteredEst. 2017

Total AUM

$4.2B

Discretionary

$4.2B

100% of AUM

Avg account

$85.3M

Accounts

Employees

Advisory reps

Firm details

Headquarters: PLEASANTVILLE, New York
CRD number: 286594
Registered since: February 27, 2017
Website: www.crossingbridgefunds.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, U.S. BANK, N.A.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Investment Companies88.61%
Corporations / Businesses3.44%
Pooled Investment Vehicles3.13%
Insurance Companies3.05%
HNWI1.78%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Crossingbridge Advisors, LLC is a privately held investment adviser organized as an LLC and registered with the SEC in 2017. The firm serves both high-net-worth individuals and families as well as institutional clients, providing portfolio management across single- and pooled-vehicle structures. Its advisory services include discretionary portfolio management for individuals and small businesses, for investment companies, for pooled investment vehicles and for institutional or corporate clients. Fee arrangements combine a percentage of assets under management with fixed fees. Crossingbridge is not designated as a capital allocator and does not identify as an active ESG investor. The ownership structure includes domestic entity and individual ownership, and the firm performs sponsor/GP roles and acts as managing member for pooled vehicles where applicable.