Crosspoint Capital Management

Overview

Crosspoint Capital Management is an independent RIA organized as an LLC that provides fee-based advisory services (percentage of AUM) to both individuals/families and institutional clients. The firm is SEC-registered (registration year listed as 2026) and describes its core advisory work as financial planning and discretionary portfolio management for individuals, small businesses, and institutions. Crosspoint does not position itself as a capital allocator to external managers, does not identify as an active ESG investor, and is not registered as a multi-state adviser. Investment activity is tilted toward equities; the firm lists exchange-traded equities as the most-used asset type. Crosspoint manages client portfolios on a discretionary basis and appears to focus on traditional portfolio management and planning rather than providing pension-consulting or related-adviser services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices