# Crosspoint Capital Management

> 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.

- CRD: 150212
- Filed as: CROSSPOINT CAPITAL MANAGEMENT
- Legal name: Crosspoint Capital Strategies, LLC
- Also doing business as: CROSSPOINT CAPITAL MANAGEMENT, CROSSPOINT PLANNING
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Orinda, CA
- Filing period: October 2026
- Form ADV filing dated: September 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/150212
- AdvisorCensus page: https://advisorcensus.com/firm/crosspoint-capital-management-orinda-ca-150212

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

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: $117,000,000
- Discretionary: $117,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 29 | $9,000,000 |
| High net worth individuals | 10 | $19,000,000 |
| Other investment advisers | 213 | $82,000,000 |
| Corporations or other businesses not listed above | 2 | $7,000,000 |

### 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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Orange, CA

### Websites listed on Form ADV (Item 1.I)
- crosspointcm.com
- crosspointplanning.com
- Facebook @crosspointcm
- LinkedIn @crosspoint-capital-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $124,000,000 | 2 | March 15, 2022 |
| October 2026 | $117,000,000 | 2 | September 17, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Crosspoint Capital Management (CRD 150212): Form ADV filing data as of October 2026.