CROSSPOINT CAPITAL PARTNERS, LP

MENLO PARK, California·5 registered advisors·CRD# 306981
SEC# 801-1189581650-850-1740
01

Firm Overview

AUM
$3.3B
Regulatory assets under management
Employees
27
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at CROSSPOINT CAPITAL PARTNERS, LP

5 registered advisors
Gregory Scott Clark
MENLO PARK, California
Ian Kimball Loring
MENLO PARK, California
J Taylor Crandall
MENLO PARK, California
Matthew Nmn Mackenzie
MENLO PARK, California
Stephen James Luczo
MENLO PARK, California
05

Office Locations

MENLO PARK, California
5 advisors

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Data sourced from SEC Form ADV filings. CROSSPOINT CAPITAL PARTNERS, LP (CRD# 306981) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.