Crossover Capital Trading LLC
Firm details
- Headquarters
- ,
- CRD number
- 328655
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Crossover Capital Trading LLC is a limited liability company operating as an independent registered investment adviser that serves individual and family clients. The firm’s advisory activity centers on portfolio management for individuals and small businesses. Ownership is held by an individual, and the firm reports a fee model that combines a percentage-of-assets-under-management with performance-based fees. FINTRX data flags the firm as not acting as a capital allocator and not positioning itself as an active ESG investor. The snapshot does not list an SEC registration year.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents100%
Contacts
3 of 3Jason Russell
FounderCRD 4167615

Kevin Chapman
PartnerCRD 1935783
Gianni Le Nguyen
PartnerCRD 8018882
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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