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 SEC-registered investment adviser formed as an LLC in 2020 that serves institutional clients. The firm focuses on portfolio management for pooled investment vehicles and acts in sponsor/GP and managing-member roles for such vehicles. Its fee arrangements include both a percentage-of-assets component and performance-based fees. The firm is not identified as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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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

    COO & CFOCRD 5903138

Contacts

1 of 1
  • 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