CROSSPOINT CAPITAL MANAGEMENT
Firm details
- Headquarters
- ORINDA, California
- CRD number
- 150212
- Registered since
- April 7, 2026
- Website
- www.crosspointcm.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- Other Investment Advisers71.19%
- HNWI16.1%
- Individuals7.63%
- Corporations / Businesses5.08%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Crosspoint Capital Management is an independent registered investment adviser organized as a limited liability company. The firm serves both individual/family clients and institutional entities, charging fees as a percentage of assets under management. Its advisory services emphasize financial planning and portfolio management for individuals, small businesses, and institutional clients. The firm is not designated as an active ESG investor, is not a multi-state adviser, and does not identify as a pension consultant or as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities81%
- Cash & Cash Equivalents19%
Owners & executives
1 of 1ANTHONY CANTANDO
Chief Executive OfficerCRD 4505120
Contacts
1 of 1Andrew LANCASTER
Portfolio ManagerCRD 6677717
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 7Active vs passive
$8.7M in ETFs
100%
$8.7M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PROSHARES ULTRAPRO DOW30 (UDOW) | ProShares | Passive | Trading Leveraged Equity | $2.3M | 41,197 | 26.93% |
Location
ORINDA, CA
CONTRA COSTA
Location
ORINDA, CA
Headquartered in ORINDA, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- CONTRA COSTA
- Address
- 4 Orinda Way
- Time zone
- PT (UTC-8)
- Office locations
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