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| Happy Holidays!! thanks for using AUM13F!! |
| Cross Staff Investments Inc
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| CRD # | 165984 |
| SEC # | 801-77488 |
| CIK # | 0001900406 |
| AUM | $409.6 M (2025-03-18) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 585-249-1550 |
| Address | 115 Sullys Trail Pittsford, NY 14534 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 9.5 | ||
| Amazon Com Inc | 5.9 | ||
| Blackstone Group LP | 5.7 | ||
| Microsoft Corp | 4.7 | ||
| Cheniere Energy Inc | 2.8 | ||
| Caterpillar Inc | 2.7 | ||
| Alphabet Inc | 2.6 | ||
| Nvidia Corp | 2.5 | ||
| VISA Inc | 2.4 | ||
| KKR & Co LP | 2.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 267 | 85.6 |
| (b) Individuals (high net worth individuals) | 177 | 317.2 |
| (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 | 0 | 6.8 |
| Total | 929 | 409.6 |
| By Discretionary | ||
| Discretionary | 922 | 401.5 |
| Non-Discretionary | 7 | 8.1 |
| Total | 929 | 409.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 409.6 | |
| Total | 929 | 409.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001900406] |
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