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Victor Stewart Linell

CROSS SHORE CAPITAL MANAGEMENT, LLC·GREAT NECK, New York
Unclaimed Profile
111 GREAT NECK ROAD, GREAT NECK, NY 11021CRD# 1292330Firm CRD# 136650
01

About

Victor Stewart Linell is a registered financial advisor based in GREAT NECK, New York, affiliated with CROSS SHORE CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
CROSS SHORE CAPITAL MANAGEMENT, LLC
CROSS SHORE CAPITAL MANAGEMENT, LLC
AUM
$146M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at CROSS SHORE CAPITAL MANAGEMENT, LLC →
Services
Portfolio management (pooled investments)
Pension consulting
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1292330
Firm CRD# 136650
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Victor Stewart Linell offer?
Victor Stewart Linell specializes in Investment Management, Retirement Planning. Contact their office in GREAT NECK, New York for a consultation.
What are Victor Stewart Linell's credentials?
Victor Stewart Linell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Victor Stewart Linell located?
Victor Stewart Linell is based in GREAT NECK, New York, working with CROSS SHORE CAPITAL MANAGEMENT, LLC. Their office serves clients in the GREAT NECK metropolitan area and surrounding communities.
How does Victor Stewart Linell charge for services?
Victor Stewart Linell'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 CROSS SHORE CAPITAL MANAGEMENT, LLC?
CROSS SHORE CAPITAL MANAGEMENT, LLC has approximately 6 employees and manages $146M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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