TCG Crossover Management, LLC

RIASEC RegisteredEst. 2020
Total AUM
$5.1B
Discretionary
$5.1B
100% of AUM
Avg account
$1.7B
Accounts
3
Employees
16
Advisory reps
2

Firm details

Headquarters
Palo Alto, California
CRD number
311718
Registered since
December 18, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

TCG Crossover Management, LLC is an institutional RIA organized as an LLC and registered with the SEC in 2020. The firm serves institutional clients and focuses on managing pooled investment vehicles, acting both as portfolio manager and as sponsor/GP/managing member for its funds. Its compensation combines AUM-based fees with performance-related fees, consistent with carried-interest-style economics for private pooled vehicles. The firm does not self-identify as an active ESG investor, is not a multi-state adviser, and does not operate as a pension consultant or capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Craig Skaling

    Craig Skaling

    COO & CFOCRD 5903138

Contacts

1 of 1
  • Chen Yu

    Chen Yu

    Managing PartnerCRD 6631078

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Palo Alto, CA

Santa Clara

Location

Palo Alto, CA

Headquartered in Palo Alto, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
Santa Clara
Address
245 Lytton Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth