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 organized as a limited liability company and is categorized in FINTRX as an investment bank. The firm is recorded as SEC-registered in 2011 and is owned by an individual. FINTRX characterizes the entity as not acting as a capital allocator and not operating as a multi-state or related adviser. The database also indicates the firm is not flagged as an active ESG investor and does not list pension consulting or defined advisory activities.
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 10GREGORY BARE
Director, Investment BankingCRD 6370297
Benjamin Garber
DirectorCRD 7802215
KATHERINE ANDERSON
Financial Operations PrincipalCRD 4723171
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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