{
  "crd_number": 168947,
  "slug": "crossmarket-capital-llc-newport-beach-ca-168947",
  "primary_business_name": "CROSSMARKET CAPITAL, LLC",
  "legal_name": "CROSSMARKET CAPITAL, LLC",
  "dbas": [],
  "city": "Newport Beach",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "31080",
  "metro": {
    "cbsa_code": "31080",
    "common_name": "Los Angeles",
    "msa_name": "Los Angeles-Long Beach-Anaheim, CA",
    "path": "/advisors/ca/los-angeles"
  },
  "registration_type": "state",
  "registration_status": "TERMREQUEST",
  "registration_date": null,
  "years_registered": null,
  "period": "2026-10-01",
  "filing_date": "2021-12-21",
  "carried_forward": false,
  "raum_total": 22250000.0,
  "raum_discretionary": 7150000.0,
  "raum_non_discretionary": 15100000.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 2400000.0,
      "count": 95
    },
    "pension_profit_sharing": {
      "raum": 4750000.0,
      "count": 5
    },
    "high_net_worth_individuals": {
      "raum": 15100000.0,
      "count": 40
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/168947",
  "disclosure_items": [
    {
      "item": "11.H(2)",
      "question": "Is the firm or an advisory affiliate now the subject of a civil proceeding that could result in a yes answer to any part of 11.H(1)?"
    }
  ],
  "city_as_filed": "NEWPORT BEACH",
  "url": "https://advisorcensus.com/firm/crossmarket-capital-llc-newport-beach-ca-168947",
  "display_name": "Crossmarket Capital, LLC",
  "summary": "Crossmarket Capital, LLC is a state-registered investment advisory firm in Newport Beach, CA, reporting under $25 million in regulatory assets under management in its Form ADV filing dated December 21, 2021.",
  "citation": "AdvisorCensus. Crossmarket Capital, LLC (CRD 168947): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Crossmarket Capital, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Crossmarket Capital, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Crossmarket Capital, LLC located?",
      "a": "Crossmarket Capital, LLC's principal office is in Newport Beach, CA, according to its Form ADV."
    },
    {
      "q": "Is Crossmarket Capital, LLC registered with the SEC or a state?",
      "a": "Crossmarket Capital, LLC is a state-registered investment advisory firm. Status as filed: TERMREQUEST. CRD 168947."
    },
    {
      "q": "How much does Crossmarket Capital, LLC manage?",
      "a": "Crossmarket Capital, LLC reports $22,250,000 in regulatory assets under management in its Form ADV filing dated December 21, 2021 (32% discretionary)."
    },
    {
      "q": "What types of clients does Crossmarket Capital, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (95); high net worth individuals (40); pension and profit sharing plans (but not the plan participants or government pension plans) (5)."
    },
    {
      "q": "Does Crossmarket Capital, LLC report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.H(2) (pending civil proceeding). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/168947"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/crossmarket-capital-llc-newport-beach-ca-168947.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 95,
      "fewer_than_5": false,
      "raum": 2400000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 40,
      "fewer_than_5": false,
      "raum": 15100000.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 4750000.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "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/168947",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}