# TCG Crossover Management, LLC

> TCG Crossover Management, LLC is an SEC-registered investment advisory firm in Palo Alto, CA, registered since 2020, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated May 29, 2026.

- CRD: 311718
- Filed as: TCG CROSSOVER MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Palo Alto, CA
- Filing period: October 2026
- Form ADV filing dated: May 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/311718
- AdvisorCensus page: https://advisorcensus.com/firm/tcg-crossover-management-llc-palo-alto-ca-311718

## Quick answers

**How is TCG Crossover Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), TCG Crossover Management, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is TCG Crossover Management, LLC located?**
TCG Crossover Management, LLC's principal office is in Palo Alto, CA, according to its Form ADV; the June 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is TCG Crossover Management, LLC registered with the SEC or a state?**
TCG Crossover Management, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 311718.

**How much does TCG Crossover Management, LLC manage?**
TCG Crossover Management, LLC reports $5,055,348,555 in regulatory assets under management in its Form ADV filing dated May 29, 2026 (100% discretionary).

**How have TCG Crossover Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for TCG Crossover Management, LLC: Regulatory assets under management: $824,742,268 in the October 2021 data and $5,055,348,555 in the October 2026 data, up 513%. Total employees: 5 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 TCG Crossover Management, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3).

**Does TCG Crossover Management, 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/311718

**What changed in TCG Crossover Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 10 to 9. Regulatory assets under management went from $1,799,709,770 to $5,055,348,555 (+181%). Changed its office addresses in New York, NY.

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $5,055,348,555
- Discretionary: $5,055,348,555
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $5,055,348,555 |

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

### Firm details
- Registered since: 2020 (5 years)
- Employees: 16 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, 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
- San Francisco, CA

### Websites listed on Form ADV (Item 1.I)
- tcgcrossover.com
- LinkedIn @tcg-crossover

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $824,742,268 | 5 | March 30, 2021 |
| October 2022 | $880,078,419 | 8 | July 27, 2022 |
| October 2023 | $962,790,560 | 9 | March 29, 2023 |
| October 2024 | $2,196,110,899 | 11 | March 27, 2024 |
| October 2025 | $1,799,709,770 | 17 | March 31, 2025 |
| October 2026 | $5,055,348,555 | 16 | May 29, 2026 |

Regulatory assets under management: $824,742,268 in the October 2021 data and $5,055,348,555 in the October 2026 data, up 513%.
Total employees: 5 in October 2021 and 16 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 10 to 9.
- Regulatory assets under management went from $1,799,709,770 to $5,055,348,555 (+181%).
- Changed its office addresses in New York, NY.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. TCG Crossover Management, LLC (CRD 311718): Form ADV filing data as of October 2026.