SourcingSourcing

CROSSLINK CAPITAL, INC.

C29
CRD 109948·SEC 801-56860·MENLO PARK, CA
AUM
$3.91B
$1B+
Est. Revenue
$39.1M
@ 1% on AUM
Est. EBITDA
$11.7M
@ 30% margin
Est. Deal Value
$93.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CROSSLINK CAPITAL, INC.
CRD
109948
SEC file #
801-56860
EIN
853250580
DBA names
—

Economics

AUM
$3.91B
AUM band
$1B+
AUM trajectory
'20'26
$1.99B → $3.91B▲ +97%
Client mix
Pooled Investment Vehicles33

Operations

Employees (total)
34
Advisory staff (per ADV)
17
Advisory staff (5-yr trend)
'20'26
17 advisors → 17 advisors▬ 0%
Primary office
MENLO PARK CA
Branches
—

Custodian & Brokerage

Primary custodian
Morgan Stanleylow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
linkedin.com/company/crosslink-capital(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
STARK, MICHAEL, JOSEPH
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
8
Control Persons
STARK, MICHAEL, JOSEPH
CHIN, ERIC, JOHN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
3
Form 5500 Total Participants
62
Form 5500 Total Compensation
2,658,524
Form 5500 Compensation Trajectory 3y
20252,658,524
20240
Form 5500 Plan Count Trajectory 3y
20243
20251
Schedule C Total Compensation
2,658,524
Schedule C Service Provider Rows
4

SEC EDGAR

Edgar Cik
0001836738
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2020-12-16
Edgar Last Filing Date
2020-12-16
Edgar Form D Count
1
Edgar Form D Offerings
2020-12-162020-12-16 · 0000935836-20-000692

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Morgan Stanley87
Goldman Sachs20
Jpmorgan20
E*trade4
Edgar Addresses
Mailing
2180 SAND HILL ROADMENLO PARK, CA 94025
Business
2180 SAND HILL ROADMENLO PARK, CA 94025
Edgar EIN
853250580
Edgar Recent Filings
D2020-12-16 · 0000935836-20-000692
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
1035513
Trust Company Affiliate
No

People (8)

8
STARK, MICHAEL, JOSEPH
Direct Owner · 62.5%
1035513
CHIN, ERIC, JOHN
Direct Owner · 17.5%
6317633
SILVERMAN, DAVID, RICHARD
Direct Owner · 17.5%
2910093
BLISKA, THOMAS, EDWARD
Direct Owner · 7.5%
1049783
FEUILLE, JAMES, MCDOWELL PRESTON
Direct Owner · 7.5%
1160702
OFFER, MAUREEN, NOELANI
Executive Officer · 2.5%
6702198
SZIGETI, MIHALY, ZOLTAN
Executive Officer · 2.5%
6043077
MYERS, DANIEL, THOMAS
Executive Officer · 2.5%
2646164