Crosstree Capital Securities, LLC
Firm details
- Headquarters
- Tampa, Florida
- CRD number
- 154675
- Registered since
- April 26, 2011
- Website
- www.crosstreecapital.com
Firm profile
FINTRXOverview
Crosstree Capital Securities, LLC is organized as a limited liability company and is classified in the dataset as an investment bank. The firm is SEC-registered (initial registration listed as 2011) and is described as owned by an individual. The publicly available profile does not include detail on its specific business lines, advisory activities, or client segments. The dataset flags the firm as not acting as a capital allocator and not an active ESG investor, and it is not identified as a multi-state adviser or pension consultant.
Assets & Accounts
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
Contacts
3 of 11
Samarpan Das
Investment Banking AssociateCRD 7132072

Gregory Bare
Director, Investment BankingCRD 6370297
Benjamin Garber
DirectorCRD 7802215
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Tampa, FL
Hillsborough
Location
Tampa, FL
Headquartered in Tampa, FL, in the South of the United States.
- Region
- South
- County
- Hillsborough
- Address
- 4830 W Kennedy Blvd
- Time zone
- ET (UTC-5)
- Office locations
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