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Ian Kimball Loring

CROSSPOINT CAPITAL PARTNERS, LP·MENLO PARK, California
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2500 SAND HILL ROAD, MENLO PARK, CA 94025CRD# 1869943Firm CRD# 306981
01

About

Ian Kimball Loring is a registered financial advisor based in MENLO PARK, California, affiliated with CROSSPOINT CAPITAL PARTNERS, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
CROSSPOINT CAPITAL PARTNERS, LP
CROSSPOINT CAPITAL PARTNERS, LP
AUM
$3.3B
Regulatory assets under management
Employees
27
Total firm employees
View all advisors at CROSSPOINT CAPITAL PARTNERS, LP →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1869943
Firm CRD# 306981
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Ian Kimball Loring offer?
Ian Kimball Loring specializes in Retirement Planning. Contact their office in MENLO PARK, California for a consultation.
What are Ian Kimball Loring's credentials?
Ian Kimball Loring is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ian Kimball Loring located?
Ian Kimball Loring is based in MENLO PARK, California, working with CROSSPOINT CAPITAL PARTNERS, LP. Their office serves clients in the MENLO PARK metropolitan area and surrounding communities.
How does Ian Kimball Loring charge for services?
Ian Kimball Loring's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CROSSPOINT CAPITAL PARTNERS, LP?
CROSSPOINT CAPITAL PARTNERS, LP has approximately 27 employees and manages $3.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CROSSPOINT CAPITAL PARTNERS, LP

J Taylor Crandall
MENLO PARK, CA
Matthew Nmn Mackenzie
MENLO PARK, CA
Stephen James Luczo
MENLO PARK, CA
Gregory Scott Clark
MENLO PARK, CA

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Research
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