Crosstree Capital Securities, LLC
Firm details
- Headquarters
- Tampa, Florida
- CRD number
- 154675
- Registered since
- April 26, 2011
- Website
- www.crosstreecapital.com
Firm profile
FINTRXOverview
Crosstree Capital Securities, LLC is a limited liability company that operates as an investment bank and has been SEC-registered since 2011. The firm is individually owned and is not structured as a capital allocator; its profile and the absence of disclosed asset-management metrics suggest a focus on capital markets or broker-dealer-type activities rather than running discretionary portfolios. The firm is not identified as an active ESG investor, is not a multi-state adviser, and does not appear as a pension consultant or related adviser in the provided data.
Assets & Accounts
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
Contacts
3 of 9Katherine Anderson
Financial Operations PrincipalCRD 4723171
Shane Senior
Co-Founder & Managing DirectorCRD 4297548
Jeffrey Ellis
Co-Founder & Managing DirectorCRD 4600098
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Tampa, FL
Hillsborough
Location
Tampa, FL
Headquartered in Tampa, FL, in the South of the United States.
- Region
- South
- County
- Hillsborough
- Address
- 4830 W Kennedy Blvd
- Time zone
- ET (UTC-5)
- Office locations
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