Crosspoint Capital Management

RIASEC & State Registered
Total AUM
$117M
Discretionary
$117M
100% of AUM
Avg account
$406K
Accounts
288
Employees
2
Advisory reps
2

Firm details

Headquarters
Orinda, California
CRD number
150212
Registered since
September 22, 2026
Custodians
CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM
Client types
  • Other Investment Advisers70.09%
  • HNWI16.24%
  • Individuals7.69%
  • Corporations / Businesses5.98%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Crosspoint Capital Management is an independent registered investment adviser organized as an LLC. The firm lists its SEC registration year as 2026 and is owned by a combination of a domestic entity and an individual. Its client mix spans high-net-worth individuals and families as well as institutional clients. Compensation is charged as a percentage of assets under management. Advisory services named by the firm include financial planning and discretionary portfolio management for individuals, small businesses, and institutional entities. Crosspoint does not identify itself as an active ESG investor, is not a multi-state adviser, and reports that it is not a capital allocator or a pension consultant.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Exchange Traded Equities 81%, Cash & Cash Equivalents 19%81%
  • Exchange Traded Equities81%
  • Cash & Cash Equivalents19%

Owners & executives

1 of 1
  • Anthony Cantando

    Anthony Cantando

    Chief Executive OfficerCRD 4505120

Contacts

1 of 1
  • Andrew Lancaster

    Andrew Lancaster

    Portfolio ManagerCRD 6677717

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 7

Active vs passive

$8.7M in ETFs

Passive

100%

$8.7M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
PROSHARES ULTRAPRO DOW30 (UDOW)ProSharesPassiveTrading Leveraged Equity$2.3M41,19726.93%

Location

Primary office

Orinda, CA

Contra Costa

Location

Orinda, CA

Headquartered in Orinda, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
Contra Costa
Address
4 Orinda Way
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth