CROSSBEAM VENTURE PARTNERS

RIASEC RegisteredEst. 2025
Total AUM
$508M
Discretionary
$448M
88% of AUM
Avg account
$39.1M
Accounts
13
Employees
6
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
309047
Registered since
February 7, 2025
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles88.22%
  • Other11.78%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Crossbeam Venture Partners is a Delaware limited liability company that operates as a venture capital fund and SEC-registered investment adviser (registration effective 2025). The firm’s client base is institutional and its advisory activity centers on portfolio management for pooled investment vehicles; it also acts as sponsor/general partner and managing member of those vehicles. Compensation includes both a percentage-of-assets management fee and performance-based (carry) fees. Crossbeam does not present itself as an active ESG investor and is not set up as a multi-state adviser or pension consultant.

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

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

1 of 1
  • ELIZABETH OSTRANDER

    Partner, Chief Operating OfficerCRD 6543928

Contacts

1 of 1
  • JOSEPH IRACI

    Managing DirectorCRD 5994109

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

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, 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
NEW YORK
Address
477 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth