# Crossbeam Venture Partners

> 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.

- CRD: 309047
- Filed as: CROSSBEAM VENTURE PARTNERS
- Legal name: Crossbeam Venture Partners LLC
- Also doing business as: GALLERY VENTURES
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: May 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/309047
- AdvisorCensus page: https://advisorcensus.com/firm/crossbeam-venture-partners-new-york-ny-309047

## Quick answers

**How 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.

**How much does Crossbeam Venture Partners charge?**
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

### 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: 1% to 2% a year (a range, as the brochure states it)

> 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 brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $507,749,339
- Discretionary: $447,958,684
- Non-discretionary: $59,790,655

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 12 | $447,958,684 |
| Other | 1 | $59,790,655 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 6 total, 5 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.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- New York, NY

### Websites listed on Form ADV (Item 1.I)
- crossbeam.vc
- moelisassetmanagement.com/crossbeam
- LinkedIn @crossbeamvc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | Not reported | May 25, 2021 |
| October 2022 | Not reported | Not reported | March 30, 2022 |
| October 2023 | Not reported | Not reported | March 20, 2023 |
| October 2024 | Not reported | Not reported | March 25, 2024 |
| October 2025 | $423,090,611 | 4 | June 25, 2025 |
| October 2026 | $507,749,339 | 6 | May 26, 2026 |

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.

## 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Crossbeam Venture Partners (CRD 309047): Form ADV filing data as of October 2026.