Crosspoint Capital Management

RIASEC & State Registered

Total AUM

$117M

Discretionary

$117M

100% of AUM

Avg account

$406K

Accounts

288

Employees

Advisory reps

Firm details

Headquarters: Orinda, California
CRD number: 150212
Registered since: September 22, 2026
Website: www.crosspointcm.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM
Client types: Other Investment Advisers70.09%
HNWI16.24%
Individuals7.69%
Corporations / Businesses5.98%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Crosspoint Capital Management is an independent registered investment adviser organized as an LLC. The firm lists its SEC registration year as 2026 and is owned by a combination of a domestic entity and an individual. Its client mix spans high-net-worth individuals and families as well as institutional clients. Compensation is charged as a percentage of assets under management. Advisory services named by the firm include financial planning and discretionary portfolio management for individuals, small businesses, and institutional entities. Crosspoint does not identify itself as an active ESG investor, is not a multi-state adviser, and reports that it is not a capital allocator or a pension consultant.