AdvisorCensus / Financial advisors / California / San Francisco / Crosspoint Capital Management
Crosspoint Capital Management
Filed as CROSSPOINT CAPITAL MANAGEMENT · Legal name Crosspoint Capital Strategies, LLC
Crosspoint Capital Management is an SEC-registered investment advisory firm in Orinda, CA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 17, 2026.
Quick answers
From the filingHow is Crosspoint Capital Management compensated?
On its Form ADV (Item 5.E, October 2026), Crosspoint Capital Management reports these compensation arrangements: a percentage of assets under its management.
Where is Crosspoint Capital Management located?
Crosspoint Capital Management's principal office is in Orinda, CA, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Crosspoint Capital Management registered with the SEC or a state?
Crosspoint Capital Management is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 150212.
How much does Crosspoint Capital Management manage?
Crosspoint Capital Management reports $117,000,000 in regulatory assets under management in its Form ADV filing dated September 17, 2026 (100% discretionary).
How have Crosspoint Capital Management's assets and staff changed since 2022?
In the Form ADV data for Crosspoint Capital Management: Regulatory assets under management: $124,000,000 in the October 2022 data and $117,000,000 in the October 2026 data, down 6%. Total employees: 2 in October 2022 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Crosspoint Capital Management serve?
By number of clients on Form ADV Item 5.D: other investment advisers (213); individuals (other than high net worth individuals) (29); high net worth individuals (10).
Which custodians does Crosspoint Capital Management use?
Crosspoint Capital Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.
Does Crosspoint Capital Management 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/150212
What changed in Crosspoint Capital Management's recent Form ADV filings?
In the October 2026 filing data: Moved from state registration to SEC registration.
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
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
Regulatory assets under management
Item 5.F$117,000,000 as of October 2026, filing dated September 17, 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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Legal name
- Crosspoint Capital Strategies, LLC
- Also doing business as
- CROSSPOINT CAPITAL MANAGEMENT, CROSSPOINT PLANNING
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 2. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the October 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 | $117,000,000 | 2 | September 17, 2026 |
| October 2022 | $124,000,000 | 2 | March 15, 2022 |
Regulatory assets under management: $124,000,000 in the October 2022 data and $117,000,000 in the October 2026 data, down 6%.
Total employees: 2 in October 2022 and 2 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- October 2026
- Moved from state registration to SEC registration.
- September 2026
- Added the business name Crosspoint Planning.
- April 2026
- Added an office in Orange, CA.
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. Crosspoint Capital Management (CRD 150212): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/crosspoint-capital-management-orinda-ca-150212