# Crossingbridge Advisors, LLC

> Crossingbridge Advisors, LLC is an SEC-registered investment advisory firm in Pleasantville, NY, registered since 2017, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated June 29, 2026.

- CRD: 286594
- Filed as: CROSSINGBRIDGE ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Pleasantville, NY
- Filing period: October 2026
- Form ADV filing dated: June 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/286594
- AdvisorCensus page: https://advisorcensus.com/firm/crossingbridge-advisors-llc-pleasantville-ny-286594

## Quick answers

**How is Crossingbridge Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Crossingbridge Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Crossingbridge Advisors, LLC located?**
Crossingbridge Advisors, LLC's principal office is in Pleasantville, NY, according to its Form ADV.

**Is Crossingbridge Advisors, LLC registered with the SEC or a state?**
Crossingbridge Advisors, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 286594.

**How much does Crossingbridge Advisors, LLC manage?**
Crossingbridge Advisors, LLC reports $4,182,059,071 in regulatory assets under management in its Form ADV filing dated June 29, 2026 (100% discretionary).

**How have Crossingbridge Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Crossingbridge Advisors, LLC: Regulatory assets under management: $807,142,609 in the October 2021 data and $4,182,059,071 in the October 2026 data, up 418%. Total employees: 12 in October 2021 and 16 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Crossingbridge Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (27); investment companies (10); corporations or other businesses not listed above (10).

**Which custodians does Crossingbridge Advisors, LLC use?**
Crossingbridge Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Northern Trust and US Bank as custodians holding 10% or more of its separately managed account assets.

**Does Crossingbridge Advisors, LLC 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/286594

**What changed in Crossingbridge Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 9 to 11. 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
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Northern Trust
- US Bank

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $4,182,059,071
- Discretionary: $4,182,059,071
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 27 | $74,304,799 |
| Investment companies | 10 | $3,705,669,042 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $130,714,974 |
| Insurance companies | 1 | $127,543,077 |
| Corporations or other businesses not listed above | 10 | $143,827,179 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2017 (9 years)
- Employees: 16 total, 11 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)
- crossingbridge.com
- crossingbridgeadvisors.com
- crossingbridgefunds.com
- LinkedIn @crossingbridge-advisors-llc
- X @cbfunds
- YouTube @crossingbridgeadvisors7406

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $807,142,609 | 12 | March 30, 2021 |
| October 2022 | $1,368,679,220 | 13 | March 30, 2022 |
| October 2023 | $1,278,242,956 | 10 | March 30, 2023 |
| October 2024 | $2,780,687,250 | 14 | April 8, 2024 |
| October 2025 | $3,896,648,497 | 14 | June 24, 2025 |
| October 2026 | $4,182,059,071 | 16 | June 29, 2026 |

Regulatory assets under management: $807,142,609 in the October 2021 data and $4,182,059,071 in the October 2026 data, up 418%.
Total employees: 12 in October 2021 and 16 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 9 to 11.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Crossingbridge Advisors, LLC (CRD 286594): Form ADV filing data as of October 2026.