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 organized as a private equity fund adviser and SEC-registered in 2021. The firm serves institutional clients and provides portfolio management for pooled investment vehicles rather than offering individualized retail advisory services. Its compensation arrangements include asset-based fees, performance fees and other fee arrangements. Crossplane does not identify as an ESG-focused investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

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
  • Tina Schirle

    Tina Schirle

    Chief Financial OfficerCRD 5575775

Contacts

2 of 2
  • Benjamin Eakes

    Benjamin Eakes

    Managing PartnerCRD 7175383

  • Brian Hegi

    Brian Hegi

    Managing PartnerCRD 7175275

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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