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| Keyboard |
| Crossover Capital Brands LLC
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|---|---|
| CRD # | 326625 |
| SEC # | 801-128013 |
| CIK # | |
| AUM | 179.5 M (2026-06-29) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 215-396-5580 |
| Address | 113B Floral Vale Blvd Yardley, PA 19067 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 35 | 7.4 |
| (b) Individuals (high net worth individuals) | 64 | 171.5 |
| (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 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 458 | 179.5 |
| By Discretionary | ||
| Discretionary | 438 | 161.2 |
| Non-Discretionary | 20 | 18.3 |
| Total | 458 | 179.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 179.5 | |
| Total | 458 | 179.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Righthand Capital LLC
✚
|
MA | 182.3 M |
|
Financial Freedom for Dentists LLC
✚
|
WA | 182.2 M |
|
Vauban Wealth Management
✚
|
PR | 181.2 M |
|
Woloshin Investment Management LLC
✚
|
NJ | 180.4 M |
|
Glass Lakes Capital Management LLC
✚
|
KS | 178.3 M |
|
Fiduciary Wealth Group LLC
✚
|
OH | 178.0 M |
|
SMB Financial Services Inc
✚
|
OR | 177.8 M |
|
Oak Financial Group Inc
✚
|
177.2 M | |
|
Peterson Rogers Private Wealth LLC
✚
|
UT | 177.1 M |
|
Familywealth Asset Management
✚
|
FL | 177.0 M |