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Crossbeam Venture Partners
Filed as CROSSBEAM VENTURE PARTNERS · Legal name Crossbeam Venture Partners LLC
Crossbeam Venture Partners is an SEC-registered investment advisory firm in New York, NY, registered since 2025, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated May 26, 2026.
Quick answers
From the filingHow is Crossbeam Venture Partners compensated?
On its Form ADV (Item 5.E, October 2026), Crossbeam Venture Partners reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
What does Crossbeam Venture Partners' brochure say about its fees?
Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: 1% to 2% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Crossbeam Venture Partners located?
Crossbeam Venture Partners' principal office is in New York, NY, according to its Form ADV; the June 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Crossbeam Venture Partners registered with the SEC or a state?
Crossbeam Venture Partners is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 309047.
How much does Crossbeam Venture Partners manage?
Crossbeam Venture Partners reports $507,749,339 in regulatory assets under management in its Form ADV filing dated May 26, 2026 (88% discretionary).
How have Crossbeam Venture Partners' assets and staff changed since 2021?
In the Form ADV data for Crossbeam Venture Partners: Regulatory assets under management: $423,090,611 in the October 2025 data and $507,749,339 in the October 2026 data, up 20%. Total employees: 4 in October 2025 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Crossbeam Venture Partners serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (12); other (1).
Does Crossbeam Venture Partners 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/309047
What changed in Crossbeam Venture Partners' recent Form ADV filings?
In the April 2026 filing data: No longer lists the business name Crossbeam. Added the business name Gallery Ventures. Employees performing advisory functions went from 3 to 5. Regulatory assets under management went from $423,090,611 to $507,749,339 (+20%). Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 1% to 2% a year (a range, as the brochure states it)
The brochure's wording
The Crossbeam Funds pay Crossbeam a fee for investment management services for each calendar quarter of between 1.0% and 2.0% per annum of each underlying investor’s capital account, payable at the beginning of each calendar quarter subject to any capital contributions.
As stated in the firm's Form ADV Part 2A brochure dated March 31, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$507,749,339 as of October 2026, filing dated May 26, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
Registration and firm details
Items 1, 2, 5- Legal name
- Crossbeam Venture Partners LLC
- Also doing business as
- GALLERY VENTURES
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 6. Performing investment advisory functions: 5.
- Wrap fee program participation
- No.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the June 2026 filing
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $507,749,339 | 6 | May 26, 2026 |
| October 2025 | $423,090,611 | 4 | June 25, 2025 |
| October 2024 | Not reported | Not reported | March 25, 2024 |
| October 2023 | Not reported | Not reported | March 20, 2023 |
| October 2022 | Not reported | Not reported | March 30, 2022 |
| October 2021 | Not reported | Not reported | May 25, 2021 |
Regulatory assets under management: $423,090,611 in the October 2025 data and $507,749,339 in the October 2026 data, up 20%.
Total employees: 4 in October 2025 and 6 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- No longer lists the business name Crossbeam.
- Added the business name Gallery Ventures.
- Employees performing advisory functions went from 3 to 5.
- Regulatory assets under management went from $423,090,611 to $507,749,339 (+20%).
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Crossbeam Venture Partners (CRD 309047): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/crossbeam-venture-partners-new-york-ny-309047