Claim Profile
MM

Matthew Nmn Mackenzie

CROSSPOINT CAPITAL PARTNERS, LP·MENLO PARK, California
Unclaimed Profile
2500 SAND HILL ROAD, MENLO PARK, CA 94025CRD# 7212423Firm CRD# 306981
01

About

Matthew Nmn Mackenzie 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
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7212423
Firm CRD# 306981
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MENLO PARK?

Browse all registered financial advisors in MENLO PARK, California or claim this profile if it's yours.

05

Frequently Asked Questions

What services does Matthew Nmn Mackenzie offer?
Matthew Nmn Mackenzie specializes in Retirement Planning. Contact their office in MENLO PARK, California for a consultation.
What are Matthew Nmn Mackenzie's credentials?
Matthew Nmn Mackenzie is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Nmn Mackenzie located?
Matthew Nmn Mackenzie 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 Matthew Nmn Mackenzie charge for services?
Matthew Nmn Mackenzie'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →