{
  "crd_number": 309047,
  "slug": "crossbeam-venture-partners-new-york-ny-309047",
  "primary_business_name": "CROSSBEAM VENTURE PARTNERS",
  "legal_name": "CROSSBEAM VENTURE PARTNERS LLC",
  "dbas": [
    "GALLERY VENTURES"
  ],
  "city": "New York",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-02-07",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-05-26",
  "carried_forward": false,
  "raum_total": 507749339.0,
  "raum_discretionary": 447958684.0,
  "raum_non_discretionary": 59790655.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 6,
  "advisory_employees": 5,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 59790655.0,
      "count": 1,
      "description": "1"
    },
    "pooled_investment_vehicles": {
      "raum": 447958684.0,
      "count": 12
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "NY"
  ],
  "websites": [
    "https://crossbeam.vc",
    "https://linkedin.com/company/crossbeamvc",
    "https://moelisassetmanagement.com/crossbeam"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/309047",
  "city_as_filed": "NEW YORK",
  "url": "https://advisorcensus.com/firm/crossbeam-venture-partners-new-york-ny-309047",
  "display_name": "Crossbeam Venture Partners",
  "summary": "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.",
  "citation": "AdvisorCensus. Crossbeam Venture Partners (CRD 309047): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Crossbeam Venture Partners compensated?",
      "a": "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."
    },
    {
      "q": "How much does Crossbeam Venture Partners charge?",
      "a": "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."
    },
    {
      "q": "Where is Crossbeam Venture Partners located?",
      "a": "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)."
    },
    {
      "q": "Is Crossbeam Venture Partners registered with the SEC or a state?",
      "a": "Crossbeam Venture Partners is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 309047."
    },
    {
      "q": "How much does Crossbeam Venture Partners manage?",
      "a": "Crossbeam Venture Partners reports $507,749,339 in regulatory assets under management in its Form ADV filing dated May 26, 2026 (88% discretionary)."
    },
    {
      "q": "How have Crossbeam Venture Partners' assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Crossbeam Venture Partners serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (12); other (1)."
    },
    {
      "q": "Does Crossbeam Venture Partners 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/309047"
    },
    {
      "q": "What changed in Crossbeam Venture Partners' recent Form ADV filings?",
      "a": "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)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2021-05-25"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2022-03-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2023-03-20"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2024-03-25"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 423090611.0,
      "total_employees": 4,
      "filing_date": "2025-06-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 507749339.0,
      "total_employees": 6,
      "filing_date": "2026-05-26"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "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)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "1% to 2% a year",
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 1% to 2% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "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."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        1.0,
        2.0
      ],
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "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."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/crossbeam-venture-partners-new-york-ny-309047.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 12,
      "fewer_than_5": false,
      "raum": 447958684.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 1,
      "fewer_than_5": false,
      "raum": 59790655.0
    }
  ],
  "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/309047",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}