SourcingSourcing

CROSSPOINT CAPITAL PARTNERS, LP

C22
CRD 306981·SEC 801-118958·MENLO PARK, CA
AUM
$8.70B
$1B+
Est. Revenue
$87.0M
@ 1% on AUM
Est. EBITDA
$26.1M
@ 30% margin
Est. Deal Value
$208.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CROSSPOINT CAPITAL PARTNERS, LP
CRD
306981
SEC file #
801-118958
EIN
992383990
DBA names
—

Economics

AUM
$8.70B
AUM band
$1B+
AUM trajectory
'21'26
$250.6M → $8.70B▲ +3369%
Client mix
Pooled Investment Vehicles14

Operations

Employees (total)
37
Advisory staff (per ADV)
21
Advisory staff (5-yr trend)
'21'26
7 advisors → 21 advisors▲ +200%
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
03/31/2026
ADV-W filed at
—
Website
twitter.com/crosspointcp(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CLARK, GREGORY, SCOTT
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
CLARK, GREGORY, SCOTT
MACKENZIE, MATTHEW, NMN
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
fallback_guess:crosspoint.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002027920
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2024-06-28
Edgar Last Filing Date
2024-06-28
Edgar Form D Count
1
Edgar Form D Offerings
2024-06-282024-06-28 · 0002027920-24-000001

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 Stanley39
Jpmorgan10
E*trade4
Edgar Addresses
Mailing
C/O CROSSPOINT CAPITAL PARTNERS, LP2500 SAND HILL ROAD, SUITE 300MENLO PARK, CA 94025
Business
C/O CROSSPOINT CAPITAL PARTNERS, LP2500 SAND HILL ROAD, SUITE 300MENLO PARK, CA 94025
Edgar EIN
992383990
Edgar Recent Filings
D2024-06-28 · 0002027920-24-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
7212426
Trust Company Affiliate
Yes

People (3)

3
CLARK, GREGORY, SCOTT
Direct Owner · 62.5%
7212426
MACKENZIE, MATTHEW, NMN
Direct Owner · 37.5%
7212423
DANSON, KELLY, BRADY
Executive Officer · 2.5%
6042419