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| Crosspoint Capital Strategies LLC
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|---|---|
| CRD # | 150212 |
| SEC # | 801-136117 |
| CIK # | 0001594197 |
| AUM | 118.0 M (2026-05-06) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 415-949-1443 |
| Address | 4 Orinda Way Orinda, CA 94563 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Dorchester Minerals LP | 0.0 | ||
| Boeing Co | 0.0 | ||
| Scorpio Tankers Inc | 0.0 | ||
| elf Beauty Inc | 0.0 | ||
| Hansen Natural Corp | 0.0 | ||
| Netflix Inc | 0.0 | ||
| Dexcom Inc | 0.0 | ||
| Cardinal Health Inc | 0.0 | ||
| Archer Daniels Midland Co | 0.0 | ||
| Booz Allen Hamilton Holding Corp | 0.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 29 | 9.0 |
| (b) Individuals (high net worth individuals) | 8 | 19.0 |
| (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 | 224 | 84.0 |
| (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 | 2 | 6.0 |
| (n) Other | 0 | 0.0 |
| Total | 299 | 118.0 |
| By Discretionary | ||
| Discretionary | 299 | 118.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 299 | 118.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.0 | |
| United States Persons | 115.0 | |
| Total | 299 | 118.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001594197] | |
| SC 13G | [0001594197] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Sanctuary Wealth Advisors LLC | Mattson Technology Inc | [2013-12-20] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
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Terrafirma Wealth Partners LLC
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Ark Wealth Advisors LLC
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|
Wealth Engineers LLC
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|
Kinnamon & Associates Ltd II
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