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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- BridgeMeridian +more
- Established Date
- 02-03-2022
- Office Locations
- 2
Office Locations
About Crossgrain Family Investments, LLC
Crossgrain Family Investments is a multi-family co-investment platform offering friends of the firm access to private deals alongside the principals, with an emphasis on securing appropriately sized allocations with select private managers. For a small number of clients, the firm provides discretionary advisory across public and private portfolios plus family office-style planning (financial, tax, estate) and transaction support.
Team overview
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Client Personas
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Investment Themes
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Technology
Owner & Executives
JEFFREY GERALD MUSSATT
Chief Compliance Officer, Co Founder, FINANCIAL ADVISER, Managing Member
- CRD
- #4341690
- Ownership
- 50% but less than 75%
WILLIAM ANDERSON PUSEY JR.
FINANCIAL ADVISER
- CRD
- #4700336
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
Unlock allContacts
Jeffrey Mussatt
Co-Founder and Managing Member
- CRD
- --
William A. Pusey, Jr
Co-Founder & Member
- CRD
- --
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $177,570,614 | $807,139 |
| Non-Discretionary | $0 | -- |
| Total | $177,570,614 | $807,139 |
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Separately Managed Accounts
Total SMA Asset: $177,570,614
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $477,585,156 | 25.3% |
| Public Funds | $485,135,909 | 25.7% |
| Equity - Exchange | $379,425,361 | 20.1% |
| Cash | $156,678,134 | 8.3% |
| Municipal Bonds | $388,863,803 | 20.6% |
| Total | $1,887,688,363 | 100.0% |