Crossover Capital Trading LLC
Firm details
- Headquarters
- ,
- CRD number
- 328655
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Crossover Capital Trading LLC is a small, owner-operated investment adviser organized as a limited liability company that provides discretionary portfolio management for individuals and small businesses. The firm serves individual and family clients and charges both a percentage-of-assets fee and may assess performance-based fees. The adviser is not identified as an ESG investor, does not act as a multi-state adviser under its filing, and does not report affiliated or related adviser status.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents100%
Contacts
3 of 3Jason Russell
FounderCRD 4167615
Kevin Chapman
PartnerCRD 1935783
Gianni Le Nguyen
PartnerCRD 8018882
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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