CROSS BORDER INVESTMENT MANAGEMENT LLC

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BELLEVUE, Washington
CRD number
305978
Registered since
March 21, 2022

Firm profile

FINTRX

Overview

Cross Border Investment Management LLC is a small, SEC‑registered investment adviser formed as a limited liability company in 2022 and owned by an individual. The firm’s activity centers on pooled and alternative strategies rather than a broad retail RIA model: it advises a single hedge fund and holds virtually all of its reported assets in discretionary vehicles. Cross Border is not positioned as a capital allocator or pension consultant, and it does not report active ESG integration. The firm’s stated industry affiliations with a law firm and a real estate broker suggest access to legal and transaction-level support for private-market activity, and the firm appears to blend fund management with advisory services. It is classified as unclassified for regulatory data purposes and does not operate as a multi‑state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Owners & executives

1 of 1
  • Carlos Huayhualla Salazar

    Chief Compliance OfficerCRD 7195644

Contacts

2 of 2
  • Hyun Kim

    DirectorCRD 7193933

  • MARTIN ROSENBURGH

    Quantitative Investment ProfessionalCRD 2197104

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

BELLEVUE, WA

KING

Location

BELLEVUE, WA

Headquartered in BELLEVUE, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area
Seattle-Tacoma, WA
Region
West
County
KING
Address
10900 NE 4th St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth