Crossover Capital Trading LLC
RIAState Registered
Total AUM
$1.9M
Discretionary
$1.9M
100% of AUM
Avg account
$173K
Accounts
11
Employees
1
Advisory reps
2
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 an independent, Wisconsin-registered limited liability company that provides portfolio management primarily for individuals, families and small businesses. Ownership is individual rather than institutional. The firm charges asset-based fees and can assess performance-based fees, which suggests arrangements that tie compensation to investment results for some clients. It does not identify as an ESG investor, and it is neither a multi-state adviser nor a pension consultant.
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations