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
Website
gallery.vc
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 an LLC that operates as an SEC-registered investment adviser (registered in 2025) focused on venture capital activity and pooled investment vehicles. The firm serves an institutional client base and provides portfolio management for pooled vehicles while also functioning as an adviser/sponsor and as a general partner/managing member of pooled investment vehicles. Its compensation combines a percentage-of-assets-under-management fee with performance-based fees. Crossbeam does not identify as an active ESG investor and is not 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

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

1 of 1
  • Elizabeth Ostrander

    Elizabeth Ostrander

    Partner, Chief Operating OfficerCRD 6543928

Contacts

1 of 1
  • Joseph Iraci

    Joseph Iraci

    Managing DirectorCRD 5994109

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

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