Cross Shore Capital Management, LLC

RIASEC Registered
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

FINTRX

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

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Contacts

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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