CROSSPOINT CAPITAL PARTNERS, LP

RIASEC RegisteredEst. 2020
Total AUM
$8.7B
Discretionary
$8.7B
100% of AUM
Avg account
$621M
Accounts
14
Employees
37
Advisory reps
3

Firm details

Headquarters
MENLO PARK, California
CRD number
306981
Registered since
June 30, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Crosspoint Capital Partners, LP is a limited partnership that operates as a manager of pooled private funds and a sponsor/GP across alternative strategies. The firm is SEC-registered (since 2020) and targets institutional clients, running portfolio management for pooled investment vehicles rather than acting as a pure capital allocator. Its business footprint includes CPO/CTA activities and other investment-adviser roles, which indicates the capability to run both private fund and commodity-pool/managed-strategies where appropriate. Investment emphasis is on privately negotiated equity and venture exposures supplemented by real estate positions. The firm charges a blend of percentage-of-AUM and performance-based fees and positions itself to be an active ESG investor, folding environmental, social and governance considerations into its investment process and portfolio oversight. As sponsor and managing member of pooled vehicles, Crosspoint combines fund-level management with delegated portfolio execution.

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
  • KELLY DANSON

    CFO and CCOCRD 6042419

Contacts

2 of 2
  • GREGORY CLARK

    Managing PartnerCRD 7212426

  • MATTHEW MACKENZIE

    Managing PartnerCRD 7212423

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

MENLO PARK, CA

SAN MATEO

Location

MENLO PARK, CA

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

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN MATEO
Address
2500 Sand Hill Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth