CROSSPLANE CAPITAL MANAGEMENT, LP

RIASEC RegisteredEst. 2021
Total AUM
$736M
Discretionary
$736M
100% of AUM
Avg account
$184M
Accounts
4
Employees
19
Advisory reps
3

Firm details

Headquarters
DALLAS, Texas
CRD number
300646
Registered since
July 19, 2021
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Crossplane Capital Management, LP is a limited partnership that acts primarily as an adviser to pooled investment vehicles, with an emphasis on private equity strategies for institutional clients. The firm operates under a fee model that combines a percent-of-AUM charge with performance-based fees and other fee arrangements, aligning compensation with fund performance. Registered with the SEC in 2021, Crossplane runs concentrated fund structures rather than retail advisory programs and does not position itself as an ESG-driven manager. Investment activity centers on managing closed and pooled vehicles where the firm sets strategy and deploys capital through fund-level commitments and co-investments. While private equity is the dominant allocation, Crossplane supplements core holdings with alternative exposures in commodities and oil & gas through third-party manager relationships and direct fund investments. The adviser’s mandate and reporting indicate a focus on institutional limited partners and a portfolio construction approach that blends manager selection with direct fund management.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • TINA SCHIRLE

    Chief Financial OfficerCRD 5575775

Contacts

2 of 2
  • BENJAMIN EAKES

    Managing PartnerCRD 7175383

  • BRIAN HEGI

    Managing PartnerCRD 7175275

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
750 N Saint Paul St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth