AdvisorOS Directory
Claim Profile
SL

Stephen James Luczo

CROSSPOINT CAPITAL PARTNERS, LP·MENLO PARK, California
Unclaimed Profile
2500 SAND HILL ROAD, MENLO PARK, CA 94025CRD# 1300392Firm CRD# 306981
01

About

Stephen James Luczo 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# 1300392
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.

Browse MENLO PARK AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Stephen James Luczo offer?
Stephen James Luczo specializes in Retirement Planning. Contact their office in MENLO PARK, California for a consultation.
What are Stephen James Luczo's credentials?
Stephen James Luczo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen James Luczo located?
Stephen James Luczo 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 Stephen James Luczo charge for services?
Stephen James Luczo'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 →

Other Advisors at CROSSPOINT CAPITAL PARTNERS, LP

J Taylor Crandall
MENLO PARK, CA
Matthew Nmn Mackenzie
MENLO PARK, CA
Ian Kimball Loring
MENLO PARK, CA
Gregory Scott Clark
MENLO PARK, CA

More Advisors in MENLO PARK, California

Konrad Hans Vonemster
ABINGWORTH MANAGEMENT INC.·MENLO PARK, CA
Bong-Seok Choi
STAMOS CAPITAL PARTNERS, L.P.·MENLO PARK, CA
Samir Surjit Kaji
ALLOCATE MANAGEMENT COMPANY, LLC·MENLO PARK, CA
Brigette (nmn) Lau
FIREWORK FUSE MANAGEMENT HOLDINGS, LLC·MENLO PARK, CA
Kia Moayed Ghorashi
MAKENA CAPITAL MANAGEMENT, LLC·MENLO PARK, CA
Andrew Satoru Ogawa
QUEST VENTURE PARTNERS MANAGEMENT, LLC·MENLO PARK, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)SAN DIEGO (729)PALO ALTO (715)NEWPORT BEACH (631)SANTA MONICA (478)IRVINE (455)SAN MATEO (339)LA JOLLA (257)PASADENA (247)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideSAN DIEGO GuidePALO ALTO GuideNEWPORT BEACH Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Request removal of this profile