# Cross Ocean Partners Management LP

> Cross Ocean Partners Management LP is an SEC-registered investment advisory firm in Greenwich, CT, registered since 2016, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated August 28, 2026.

- CRD: 285340
- Filed as: CROSS OCEAN PARTNERS MANAGEMENT LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Greenwich, CT
- Filing period: October 2026
- Form ADV filing dated: August 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/285340
- AdvisorCensus page: https://advisorcensus.com/firm/cross-ocean-partners-management-lp-greenwich-ct-285340

## Quick answers

**How is Cross Ocean Partners Management LP compensated?**
On its Form ADV (Item 5.E, October 2026), Cross Ocean Partners Management LP reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**How much does Cross Ocean Partners Management LP charge?**
Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: up to 2% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Cross Ocean Partners Management LP located?**
Cross Ocean Partners Management LP's principal office is in Greenwich, CT, according to its Form ADV.

**Is Cross Ocean Partners Management LP registered with the SEC or a state?**
Cross Ocean Partners Management LP is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 285340.

**How much does Cross Ocean Partners Management LP manage?**
Cross Ocean Partners Management LP reports $7,041,654,475 in regulatory assets under management in its Form ADV filing dated August 28, 2026 (100% discretionary).

**How have Cross Ocean Partners Management LP's assets and staff changed since 2021?**
In the Form ADV data for Cross Ocean Partners Management LP: Regulatory assets under management: $2,582,170,238 in the October 2021 data and $7,041,654,475 in the October 2026 data, up 173%. Total employees: 22 in October 2021 and 39 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Cross Ocean Partners Management LP serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (38); insurance companies (1); other (1).

**Does Cross Ocean Partners Management 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/285340

**What changed in Cross Ocean Partners Management LP's recent Form ADV filings?**
In the September 2026 filing data: Employees performing advisory functions went from 14 to 16. Regulatory assets under management went from $6,285,117,946 to $7,041,654,475 (+12%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Asset-based fee: up to 2% of assets a year (the maximum the brochure states)

> Generally, Cross Ocean will receive a management fee (“Management Fee”) from each Client of up to 2.0% per annum of the net asset value of the relevant fund, drawn capital, employed capital, committed capital or any combination of the foregoing.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $7,041,654,475
- Discretionary: $7,041,654,475
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 38 | $7,031,599,325 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 1 | $7,254 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 1 | $10,047,896 |

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

### Firm details
- Registered since: 2016 (9 years)
- Employees: 39 total, 16 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- crossoceanpartners.com
- LinkedIn @10075112

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,582,170,238 | 22 | March 31, 2021 |
| October 2022 | $2,923,445,382 | 24 | September 21, 2022 |
| October 2023 | $3,026,464,881 | 26 | March 31, 2023 |
| October 2024 | $3,783,276,393 | 27 | March 28, 2024 |
| October 2025 | $4,897,522,978 | 32 | March 31, 2025 |
| October 2026 | $7,041,654,475 | 39 | August 28, 2026 |

Regulatory assets under management: $2,582,170,238 in the October 2021 data and $7,041,654,475 in the October 2026 data, up 173%.
Total employees: 22 in October 2021 and 39 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Employees performing advisory functions went from 14 to 16.
- Regulatory assets under management went from $6,285,117,946 to $7,041,654,475 (+12%).

### April 2026
- Regulatory assets under management went from $4,897,522,978 to $6,285,117,946 (+28%).
- Employees performing advisory functions went from 13 to 14.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cross Ocean Partners Management LP (CRD 285340): Form ADV filing data as of October 2026.