Crossover Capital Trading LLC

RIASEC Registered
Total AUM
$1.9M
Discretionary
$1.9M
100% of AUM
Avg account
$173K
Accounts
11
Employees
1
Advisory reps
3

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

FINTRX

Overview

Crossover Capital Trading LLC is a limited liability company operating as an independent registered investment adviser that serves individual and family clients. The firm’s advisory activity centers on portfolio management for individuals and small businesses. Ownership is held by an individual, and the firm reports a fee model that combines a percentage-of-assets-under-management with performance-based fees. FINTRX data flags the firm as not acting as a capital allocator and not positioning itself as an active ESG investor. The snapshot does not list an SEC registration year.

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

Asset composition

Asset composition: Cash & Cash Equivalents 100%100%
  • Cash & Cash Equivalents100%

Contacts

3 of 3
  • Jason Russell

    FounderCRD 4167615

  • Kevin Chapman

    Kevin Chapman

    PartnerCRD 1935783

  • Gianni Le Nguyen

    PartnerCRD 8018882

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth