CROSS ISLAND ADVISORS LLC
Firm details
- Headquarters
- DARIEN, Connecticut
- CRD number
- 292058
- Registered since
- February 16, 2018
- Website
- crossislandadvisors.com
- Custodians
- TD AMERITRADE, INC.
- Fee structure
- Other
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Cross Island Advisors LLC operates as an independent registered investment advisor, focusing primarily on portfolio management for individuals and small businesses. Established in 2018, the firm is structured as a limited liability company and is owned by an individual. While it does not engage in capital allocation or act as a pension consultant, it has developed a client base that benefits from its tailored investment strategies. The firm does not actively pursue ESG investments, indicating a focus on traditional investment avenues.
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
- Non-Exchange Traded Equities79%
- Exchange Traded Equities12%
- Investment Grade Corp Bonds9%
Owners & executives
1 of 1AMIT CHOKSHI
Managing Member and Chief Investment OfficerCRD 3156616
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DARIEN, CT
FAIRFIELD
Location
DARIEN, CT
Headquartered in DARIEN, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- FAIRFIELD
- Address
- 450 Mansfield Ave
- Time zone
- ET (UTC-5)
- Office locations
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