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| Cross Staff Investments Inc
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|---|---|
| CRD # | 165984 |
| SEC # | 801-77488 |
| CIK # | 0001900406 |
| AUM | $443.5 M (2026-05-07) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 585-249-1550 |
| Address | 115 Sullys Trail Pittsford, NY 14534 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 11.7 | ||
| Amazon Com Inc | 5.6 | ||
| Caterpillar Inc | 4.8 | ||
| Blackstone Group LP | 4.3 | ||
| Alphabet Inc | 4.2 | ||
| Microsoft Corp | 3.6 | ||
| Cheniere Energy Inc | 3.3 | ||
| Alphabet Inc | 3.2 | ||
| Nvidia Corp | 2.7 | ||
| Flux Technologies Corp | 2.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 264 | 86.7 |
| (b) Individuals (high net worth individuals) | 167 | 348.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 3 | 8.3 |
| Total | 855 | 443.5 |
| By Discretionary | ||
| Discretionary | 847 | 433.9 |
| Non-Discretionary | 8 | 9.6 |
| Total | 855 | 443.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 443.5 | |
| Total | 855 | 443.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001900406] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Hamilton Capital Partners LLC
✚
|
GA | 0.4 |
|
O'Boyle Wealth Management Inc
✚
|
CA | 0.4 |
|
Carolina Qualified Retirement Plan Advisers LLC
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|
0.4 | |
|
Pavion Blue Capital LLC
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|
CA | 0.4 |
|
Lumbard & Kellner LLC
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|
NH | 0.4 |
|
McDonald Financial Services LLC
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|
AL | 0.4 |
|
Greykasell Wealth Strategies Inc
✚
|
CA | 0.4 |
|
Ulland Investment Advisors LLC
✚
|
MN | 0.4 |
|
Humankind Investments LLC
✚
|
NY | 0.4 |
|
James R Martin Consulting Inc DBA JRM Capital Management
✚
|
WA | 0.4 |