TCG Crossover Management LLC

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TCG Crossover Management LLC
CRD #311718
SEC #801-120001
CIK #0001839948
AUM 5,055.3 M (2026-05-29)
Employees 16 (56% Investors, 0% Brokers)
Fees
Minimum
Phone650-924-9424
Address245 Lytton Ave
Palo Alto, CA 94301
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($B)
6.04.83.62.41.20.02010201520212027
Fees and Compensation — Form ADV Part 2A (5/29/2026) [Brochure]
FEES AND COMPENSATION

A.   As compensation for its services, TCGX will generally receive a management fee in
     accordance with the Offering Documents. The management fee for the Funds is 2.5%
     annually and is paid each fiscal quarter (or portion thereof) of the Fund’s beginning on the
     initial contribution date. Depending on certain criteria as stated in the Fund’s Offering
     Documents, the management fee may tail down 0.25% each quarter but shall not be
     reduced below 1.5% for Fund I, 1% for Fund II, and 1% for Fund III based on the timing
     set forth in the relevant Offering Documents.

     The Firm will also receive incentive-based compensation (“carried interest”). The carried
     interest proposal is 20% but may become 25% cumulatively if the Fund reaches certain
     return benchmarks.

B.   Management fees are payable by each Fund to TCGX quarterly in advance. The
     management fee is allocated to the capital accounts of the limited partners and paid to the
     Firm by each Fund. The carried interest, if any, will be calculated as of the end of each
     fiscal year and deducted directly from each Fund.

C.   TCGX and the Funds generally bear their own expenses. Expenses, above and beyond the
     management fee and carried interest discussed above, are allocated on a case by case basis
     in accordance with the Offering Documents. Additional expenses will include but are not
     limited to Fund operating expenses and organizational expenses, which include: the
     purchase, holding or sale or exchange or other disposition of securities (whether or not
     such purchase, sale, exchange or other disposition is ultimately consummated), including
     reasonable private placement and finder’s fees in contemplation of an investment by each
     Fund paid to persons other than the general partner or partners of the general partner or any
     of their affiliates; reasonable travel expenses (i.e., not more generous than commercial first
     class travel) incurred in connection with the identification, evaluation, consummation and
     management of each Fund’s investments; unreimbursed costs and expenses incurred in
     connection with any transfer or proposed transfer of partnership interests or the default by
     any partner in the payment of capital contributions; real property or personal property taxes
     on investments; brokerage fees; stock distribution agent fees; taxes applicable to the
     partnership on account of its operations or investment activities; financing costs and
     interest and other amounts paid in connection with borrowings of the partnership or any
     alternative fund; fees incurred in connection with the maintenance of bank or custodian
     accounts; legal, audit, and other expenses incurred in connection with the registration of
     each Fund’s portfolio securities under the Securities Act; legal, tax advisory and accounting
     fees and expenses incurred in connection with the purchase or sale or exchange or other
     disposition of securities (whether or not such purchase, sale or exchange or other
     disposition is ultimately consummated); amendments to, and waivers, consents or
     approvals pursuant to, the Offering Documents; and fees and expenses of investment
     advisers and independent consultants incurred in investigating and evaluating investment
     opportunities. Each Fund shall also bear the fees of the independent certified public

     accountant incurred in connection with the annual audit of each Fund’s books and the
     preparation of each Fund’s annual tax return; costs of independent appraisers; legal
     expenses of each Fund; accounting expenses paid to third parties for the maintenance of
     each Fund’s books and records and preparation of reports and correspondence; fees and
     expenses associated with Funds anti-money laundering compliance and accounting; costs
     associated with developing, licensing, implementing, maintaining or upgrading any web
     portal, extranet tools, computer software or other administrative or reporting tools
     (including subscription-based services) for the benefit of each Fund or the limited partners;
     premiums associated with insurance, if any, to insure against fraud or crimes against the
     Funds or any claims that could be made directly against the Fund, the general partner, the
     Firm or any indemnified persons; preparation and other expenses associated with annual
     and other reports to the partners; costs associated with any Fund information meetings;
     expenses of the LP advisory committee meetings and reimbursement of reasonable out-of-
     pocket costs for the LP advisory committee members, LP advisory committee non-voting
     observers and the general partner to attend such meetings; reasonable fees and expenses
     incurred to the extent the LP advisory committee reasonably determines it is necessary to
     engage independent legal and other advisors in connection with decisions to be made by
     the LP advisory committee under the Offering Documents; and all expenses that are not
     normal administrative and overhead expenses, including all legal fees and expenses
     incurred in prosecuting or defending administrative or legal proceedings relating to each
     Fund brought by or against such Fund, the Firm or the general partner, or the members,
     partners, employees or agents or former members, partners, employees or agents of any of
     the foregoing, including all costs and expenses arising out of or resulting from the Fund’s
     indemnification.

     The fees and expenses described above are negotiated and agreed upon in connection with
     the establishment of the management relationship in respect of the Funds and may be
     deducted from amounts that would otherwise be retained by each Fund. Please refer to each
...
Account Minimums and Types of Clients — Form ADV Part 2A (5/29/2026) [Brochure]
TYPES OF CLIENTS

TCGX provides investment advisory services to pooled investment vehicles which are exempted
from the definition of investment company under the Investment Company Act. As discussed in
Item 4, interests in each Fund is offered privately and generally available only to persons who are
“accredited investors” as defined in Regulation D under the Securities Act and “qualified
purchasers” as defined in Section 2(a)(51) of the Investment Company Act. Prospective investors
should refer to the Offering Documents of the Funds for complete information on the minimum
investment requirements for participation in such Fund. TCGX generally requires a minimum
capital commitment for each of its Funds; however, the Firm maintains discretion to individually
waive, increase or reduce the minimum investment required.
Sector Form 13F Holdings Value ($B)
Abivax Sa 0.7
CG Oncology Inc 0.2
BCTG Acquisition Corp 0.2
UNUM Therapeutics Inc 0.2
Magenta Therapeutics Inc 0.1
TYRA Biosciences Inc 0.1
Health Sciences Acquisitions Corp 0.1
Biocryst Pharmaceuticals Inc 0.1
Mirum Pharmaceuticals Inc 0.1
Vor Biopharma Inc 0.1
View All
Holdings by Sector ($B)
4.03.22.41.60.80.02020202220242027
Type Form D Funds Date Sold AUM
Other TCG Crossover Fund III LP [2026-03-31] 167.7 M
Offered $1,200,000,000 · Filed 2025-06-26 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining $1,200,000,000 · Duration One year or less · Revenue Not Applicable
Other TCG Crossover Fund II LP [2024-03-27] 1,713.9 M
Offered $900,000,000 · Filed 2023-04-06 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining $900,000,000 · Duration One year or less · Revenue Not Applicable
Other TCG Crossover Fund I LP [2021-03-30] 800.0 M 1,914.1 M
Offered $800,000,000 · Filed 2021-04-14 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Duration One year or less · Revenue Not Applicable
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(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 3 5.1
(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 0.0
Total 3 5.1
By Discretionary
Discretionary 3 5.1
Non-Discretionary 0 0.0
Total 3 5.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 5.1
Total 3 5.1
Form D Directors Role # Filings # Firms 2011 - 2026
Chen Yu Executive Officer 24 3
EDGAR Form CIK 2011 - 2026
13F-HR [0001839948]
SC 13G [0001839948]
Form 13D/13G Filer Form 13D/13G Subject Filed
TCG Crossover Management LLC Silence Therapeutics PLC [2022-08-19]
TCG Crossover Management LLC CymaBay Therapeutics Inc [2021-11-29]
TCG Crossover Management LLC TYRA Biosciences Inc [2021-09-21]
TCG Crossover Management LLC Viridian Therapeutics Inc de [2021-09-10]
TCG Crossover Management LLC Cogent Biosciences Inc [2021-07-08]
Firm Profile (Form ADV)
ServesInstitutional
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