# Cross Lake Partners LP

> Cross Lake Partners LP is an SEC-registered investment advisory firm in New York, NY, registered since 2018, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 297215
- Filed as: CROSS LAKE PARTNERS LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/297215
- AdvisorCensus page: https://advisorcensus.com/firm/cross-lake-partners-lp-new-york-ny-297215

## Quick answers

**How is Cross Lake Partners LP compensated?**
On its Form ADV (Item 5.E, October 2026), Cross Lake Partners LP reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Cross Lake Partners LP located?**
Cross Lake Partners LP's principal office is in New York, NY, according to its Form ADV.

**Is Cross Lake Partners LP registered with the SEC or a state?**
Cross Lake Partners LP is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 297215.

**How much does Cross Lake Partners LP manage?**
Cross Lake Partners LP reports $1,177,088,615 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Cross Lake Partners LP's assets and staff changed since 2021?**
In the Form ADV data for Cross Lake Partners LP: Regulatory assets under management: $1,068,712,812 in the October 2021 data and $1,177,088,615 in the October 2026 data, up 10%. Total employees: 10 in October 2021 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Cross Lake Partners LP serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (11).

**Does Cross Lake Partners LP 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/297215

**What changed in Cross Lake Partners LP's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $1,030,130,096 to $1,177,088,615 (+14%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $1,177,088,615
- Discretionary: $1,177,088,615
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 11 | $1,177,088,615 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2018 (8 years)
- Employees: 13 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [crosslakepartners.com](https://crosslakepartners.com)
- LinkedIn @cross-lake-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,068,712,812 | 10 | April 28, 2021 |
| October 2022 | $1,196,227,347 | 12 | March 14, 2022 |
| October 2023 | $914,383,270 | 11 | March 27, 2023 |
| October 2024 | $1,056,512,710 | 13 | May 16, 2024 |
| October 2025 | $1,030,130,096 | 12 | March 27, 2025 |
| October 2026 | $1,177,088,615 | 13 | March 31, 2026 |

Regulatory assets under management: $1,068,712,812 in the October 2021 data and $1,177,088,615 in the October 2026 data, up 10%.
Total employees: 10 in October 2021 and 13 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $1,030,130,096 to $1,177,088,615 (+14%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cross Lake Partners LP (CRD 297215): Form ADV filing data as of October 2026.