SourcingSourcing

CROSS OCEAN PARTNERS MANAGEMENT LP

C17
CRD 285340·SEC 801-108492·GREENWICH, CT
AUM
$6.29B
$1B+
Est. Revenue
$62.9M
@ 1% on AUM
Est. EBITDA
$18.9M
@ 30% margin
Est. Deal Value
$150.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CROSS OCEAN PARTNERS MANAGEMENT LP
CRD
285340
SEC file #
801-108492
EIN
—
DBA names
—

Economics

AUM
$6.29B
AUM band
$1B+
AUM trajectory
'20'26
$1.48B → $6.29B▲ +325%
Client mix
Pooled Investment Vehicles34
Insurance Companies1
Other1

Operations

Employees (total)
34
Advisory staff (per ADV)
14
Advisory staff (5-yr trend)
'20'26
11 advisors → 14 advisors▲ +27%
Primary office
GREENWICH CT
Branches
—

Custodian & Brokerage

Primary custodian
BNY Mellonlow confidence
Services offered
Portfolio mgmt — pooled vehiclesOther Advisory Services
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
crossoceanpartners.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GG MANAGERS LLC
Top Owner Pct
37.5
Top Owner Entity Kind
DE
Owner Count
8
Control Persons
GG MANAGERS LLC
TRIDENT COPM HOLDINGS LLC
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
ok
Rdap Domain
CROSSOCEANPARTNERS.COM
Rdap Domain Creation Date
2015-05-26T16:54:31Z
Rdap Firm Age Years
11
Rdap Firm Age Band
10-20y
Rdap Registrar
Amazon Registrar, Inc.

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001702945
Edgar Registered
Yes
Edgar Filing Count
3
Edgar First Filing Date
2017-04-17
Edgar Last Filing Date
2018-09-10
Edgar Form D Count
2
Edgar Form D Offerings
2018-04-172018-04-17 · 0001702945-18-000001
2017-04-172017-04-17 · 0001702945-17-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (15)

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
Bny Mellon36
Northern Trust20
Jpmorgan12
E*trade4
Edgar Addresses
Mailing
DANESMEAD PARTNERS LIMITEDARTEMIS HOUSE, 67 FORT STREETGRAND CAYMAN, E9, KY1-1106
Business
DANESMEAD PARTNERS LIMITEDARTEMIS HOUSE, 67 FORT STREETGRAND CAYMAN, E9, KY1-1106
Edgar Recent Filings
32018-09-10 · 0000899243-18-024169
D/A2018-04-17 · 0001702945-18-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-05-26T16:54:31Z
Rdap Domain Last Changed
2026-05-16T05:48:03Z
Rdap Nameservers
Ns-1288.awsdns-33.orgNs-1929.awsdns-49.co.ukNs-259.awsdns-32.comNs-935.awsdns-52.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
Yes

People (5)

5
ZANDER, CHRISTOPHER, STEVEN
Direct Owner · 7.5%
6583661
RENWICK, NICHOLAS,
Direct Owner · 7.5%
3066437
AITKEN, ANDREW, JONATHAN
Executive Officer · 2.5%
4390052
GOLDSMITH, GRAHAM, CAMPBELL
Executive Officer · 2.5%
2534896
RYMER, MATTHEW, IAN
Executive Officer · 2.5%
6105599