{
  "crd_number": 305978,
  "slug": "cross-border-investment-management-llc-bellevue-wa-305978",
  "primary_business_name": "CROSS BORDER INVESTMENT MANAGEMENT LLC",
  "legal_name": "CROSS BORDER INVESTMENT MANAGEMENT LLC",
  "dbas": [],
  "city": "Bellevue",
  "state": "WA",
  "country": "United States",
  "cbsa_code": "42660",
  "metro": {
    "cbsa_code": "42660",
    "common_name": "Seattle",
    "msa_name": "Seattle-Tacoma-Bellevue, WA",
    "path": "/advisors/wa/seattle"
  },
  "registration_type": "exempt",
  "registration_status": "ERA - Active",
  "registration_date": "2022-03-21",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-03-10",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": null,
  "advisory_employees": null,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [],
  "advisory_activities": [],
  "wrap_fee_participant": null,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://crossborderim.com",
    "https://linkedin.com/company/cross-border-investment-management-llc/about"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/305978",
  "city_as_filed": "BELLEVUE",
  "url": "https://advisorcensus.com/firm/cross-border-investment-management-llc-bellevue-wa-305978",
  "display_name": "Cross Border Investment Management LLC",
  "summary": "Cross Border Investment Management LLC is an exempt reporting adviser in Bellevue, WA, filing reports since 2022. Exempt reporting advisers do not report regulatory assets under management on Form ADV.",
  "citation": "AdvisorCensus. Cross Border Investment Management LLC (CRD 305978): Form ADV filing data as of October 2026.",
  "registration_type_label": "Exempt reporting adviser",
  "compensation_labels": [],
  "advisory_activity_labels": [],
  "quick_answers": [
    {
      "q": "Where is Cross Border Investment Management LLC located?",
      "a": "Cross Border Investment Management LLC's principal office is in Bellevue, WA, according to its Form ADV."
    },
    {
      "q": "How does Cross Border Investment Management LLC report to regulators?",
      "a": "Cross Border Investment Management LLC is an exempt reporting adviser, filing reports since 2022. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 305978."
    },
    {
      "q": "Does Cross Border Investment Management LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/305978"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 137297379.0,
      "total_employees": 5,
      "filing_date": "2021-03-22"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2022-04-07"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2023-03-23"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2024-03-19"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2025-03-19"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2026-03-10"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/cross-border-investment-management-llc-bellevue-wa-305978.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/305978",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}
