# Cross Island Advisors LLC

> 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.

- CRD: 292058
- Filed as: CROSS ISLAND ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Darien, CT
- Filing period: October 2026
- Form ADV filing dated: March 31, 2023
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/292058
- AdvisorCensus page: https://advisorcensus.com/firm/cross-island-advisors-llc-darien-ct-292058

## Quick answers

**How is Cross Island Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Cross Island Advisors LLC reports these compensation arrangements: other.

**Where is Cross Island Advisors LLC located?**
Cross Island Advisors LLC's principal office is in Darien, CT, according to its Form ADV.

**Is Cross Island Advisors LLC registered with the SEC or a state?**
Cross Island Advisors LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 292058.

**How much does Cross Island Advisors LLC manage?**
Cross Island Advisors LLC reports $453,000,000 in regulatory assets under management in its Form ADV filing dated March 31, 2023 (100% discretionary).

**How have Cross Island Advisors LLC's assets and staff changed since 2021?**
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.

**Does Cross Island Advisors LLC report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $453,000,000
- Discretionary: $453,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | Fewer than 5 | $453,000,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- crossislandadvisors.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $398,184,897 | 1 | March 24, 2021 |
| October 2022 | $522,505,592 | 1 | January 28, 2022 |
| October 2023 | $453,000,000 | 1 | March 31, 2023 |
| October 2024 | $453,000,000 | 1 | March 31, 2023 |
| October 2025 | $453,000,000 | 1 | March 31, 2023 |
| October 2026 | $453,000,000 | 1 | March 31, 2023 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cross Island Advisors LLC (CRD 292058): Form ADV filing data as of October 2026.