{
  "crd_number": 292058,
  "slug": "cross-island-advisors-llc-darien-ct-292058",
  "primary_business_name": "CROSS ISLAND ADVISORS LLC",
  "legal_name": "CROSS ISLAND ADVISORS LLC",
  "dbas": [],
  "city": "Darien",
  "state": "CT",
  "country": "United States",
  "cbsa_code": "14860",
  "metro": {
    "cbsa_code": "14860",
    "common_name": "Bridgeport",
    "msa_name": "Bridgeport-Stamford-Danbury, CT",
    "path": "/advisors/ct/bridgeport"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-02-16",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2023-03-31",
  "carried_forward": false,
  "raum_total": 453000000.0,
  "raum_discretionary": 453000000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "high_net_worth_individuals": {
      "raum": 453000000.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "other"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://crossislandadvisors.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/292058",
  "city_as_filed": "DARIEN",
  "url": "https://advisorcensus.com/firm/cross-island-advisors-llc-darien-ct-292058",
  "display_name": "Cross Island Advisors LLC",
  "summary": "Cross Island Advisors LLC is an SEC-registered investment advisory firm in Darien, CT, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2023.",
  "citation": "AdvisorCensus. Cross Island Advisors LLC (CRD 292058): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Cross Island Advisors LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Cross Island Advisors LLC reports these compensation arrangements: other."
    },
    {
      "q": "Where is Cross Island Advisors LLC located?",
      "a": "Cross Island Advisors LLC's principal office is in Darien, CT, according to its Form ADV."
    },
    {
      "q": "Is Cross Island Advisors LLC registered with the SEC or a state?",
      "a": "Cross Island Advisors LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 292058."
    },
    {
      "q": "How much does Cross Island Advisors LLC manage?",
      "a": "Cross Island Advisors LLC reports $453,000,000 in regulatory assets under management in its Form ADV filing dated March 31, 2023 (100% discretionary)."
    },
    {
      "q": "How have Cross Island Advisors LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Cross Island Advisors LLC: Regulatory assets under management: $398,184,897 in the October 2021 data and $453,000,000 in the October 2026 data, up 14%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "Does Cross Island Advisors 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 SEC record: https://adviserinfo.sec.gov/firm/summary/292058"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 398184897.0,
      "total_employees": 1,
      "filing_date": "2021-03-24"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 522505592.0,
      "total_employees": 1,
      "filing_date": "2022-01-28"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 453000000.0,
      "total_employees": 1,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 453000000.0,
      "total_employees": 1,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 453000000.0,
      "total_employees": 1,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 453000000.0,
      "total_employees": 1,
      "filing_date": "2023-03-31"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/cross-island-advisors-llc-darien-ct-292058.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": null,
      "fewer_than_5": true,
      "raum": 453000000.0
    }
  ],
  "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/292058",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}