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CROSSINGBRIDGE ADVISORS, LLC
CROSSINGBRIDGE ADVISORS, LLC
PLEASANTVILLE, New York
·
2 registered advisors
·
CRD# 286594
SEC# 801-110043
0
(914) 741-1515
01
Firm Overview
AUM
$2.8B
Regulatory assets under management
Employees
14
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at CROSSINGBRIDGE ADVISORS, LLC
2 registered advisors
David K (mi Only) Sherman
PLEASANTVILLE, New York
CRD# 1304089
Jonathan Seth Barkoe
PLEASANTVILLE, New York
CRD# 5657235
05
Office Locations
PLEASANTVILLE, New York
2 advisors
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Data sourced from SEC Form ADV filings. CROSSINGBRIDGE ADVISORS, LLC (CRD# 286594) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.