Crossingbridge Advisors, LLC

RIASEC RegisteredEst. 2017

Total AUM

$4.2B

Discretionary

$4.2B

100% of AUM

Avg account

$85.3M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Pleasantville, New York
CRD number: 286594
Registered since: February 27, 2017
Website: www.crossingbridgefunds.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, U.S. BANK, N.A.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Investment Companies88.61%
Corporations / Businesses3.44%
Pooled Investment Vehicles3.13%
Insurance Companies3.05%
HNWI1.78%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Crossingbridge Advisors, LLC is an SEC-registered institutional registered investment adviser (est. 2017) that serves both individual/family clients and institutional accounts. The firm operates as an LLC and bills clients via asset-based fees and fixed-fee arrangements. Its advisory activity centers on portfolio management across client types: individuals and small businesses, investment companies, pooled investment vehicles, and businesses or institutions. Crossingbridge is not designated as a capital allocator, does not identify as an active ESG investor, and is not organized as a multi-state or newly formed adviser. The firm also appears to act in sponsor and general partner roles for pooled vehicles and related investment structures.