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- Custodian
- TD Ameritrade
- Clients
- Retail
- Platforms
- Alpha
- Established Date
- 11-01-2017
- Office Locations
- 1
Office Locations
About Cross Island Advisors LLC
Cross Island Advisors is a Connecticut RIA founded in 2018 by Amit Chokshi, CFA, offering its strategy exclusively via SMAs for transparency. The firm runs a bottoms-up, fundamental and qualitative process to build a concentrated ~15-stock portfolio of undervalued companies undergoing major transformations (capital structure improvement, cash flow growth, expanding network effects) with a 3–5 year horizon. Approach is unconstrained by market cap or geography and capacity is limited to protect returns.
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Owner & Executives
AMIT CHOKSHI
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #3156616
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $453,000,000 | $90,600,000 |
| Non-Discretionary | $0 | -- |
| Total | $453,000,000 | $90,600,000 |
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Separately Managed Accounts
Total SMA Asset: $453,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $4,443,256,203 | 50.3% |
| Equity - Exchange | $1,554,697,995 | 17.6% |
| Corporate - Investment Grade | $2,835,557,140 | 32.1% |
| Total | $8,833,511,338 | 100.0% |