Crosspoint Capital Management
Firm details
- Headquarters
- Orinda, California
- CRD number
- 150212
- Registered since
- April 7, 2026
- Website
- www.crosspointcm.com
- 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
FINTRXOverview
Crosspoint Capital Management is an independent registered investment adviser organized as an LLC that serves both individual/family and institutional clients. The firm charges fees based on a percentage of assets under management and provides financial planning plus portfolio management for individuals, small businesses and institutions. Its publicly documented stance is equity-focused rather than ESG-oriented, and it operates as a single-state adviser with no pension consulting or related-adviser affiliations listed.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities81%
- Cash & Cash Equivalents19%
Owners & executives
1 of 1
Anthony Cantando
Chief Executive OfficerCRD 4505120
Contacts
1 of 1
Andrew Lancaster
Portfolio ManagerCRD 6677717
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 7Active vs passive
$8.7M in ETFs
100%
$8.7M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PROSHARES ULTRAPRO DOW30 (UDOW) | ProShares | Passive | Trading Leveraged Equity | $2.3M | 41,197 | 26.93% |
Location
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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