CROSS SHORE CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2006
Total AUM
$147M
Discretionary
$147M
100% of AUM
Avg account
$24.5M
Accounts
6
Employees
5
Advisory reps
5

Firm details

Headquarters
GREAT NECK, New York
CRD number
136650
Registered since
February 1, 2006
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Cross Shore Capital Management, LLC is a boutique manager that operates as a multifaceted alternative investment firm, with a primary focus on hedge fund and private equity strategies. The firm serves an institutional client base and runs pooled investment vehicles while also performing manager selection for third-party advisers. Its commercial posture combines active portfolio management with sponsor/GP responsibilities across funds it manages. Fee arrangements include both asset-based fees and performance-based compensation, and the firm is organized to operate as a commodity pool operator/commodity trading advisor where relevant. Cross Shore registered with the SEC in 2006 and is owned by an individual principal.

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

2 of 2
  • Kamyar Nassi

    Chief Financial OfficerCRD 8060814

  • ALEXANDRA LYRAS

    Chief Compliance OfficerCRD 6456631

Contacts

3 of 3
  • VICTOR LINELL

    Managing MemberCRD 1292330

  • BENJAMIN BLOOMSTONE

    Portfolio ManagerCRD 1203811

  • NEIL KUTTNER

    Managing MemberCRD 1289152

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

GREAT NECK, NY

NASSAU

Location

GREAT NECK, NY

Headquartered in GREAT NECK, NY, 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
NASSAU
Address
111 Great Neck Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth