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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-01-2013
- Office Locations
- 1
Office Locations
About Crossmarket Capital, LLC
Crossmarket Capital, LLC is a Newport Beach-based RIA. The firm has been operating for 12 years. Managing $22.3M in total assets under management, with 2 advisory representatives. They custody assets with Interactive Brokers.
Reported data analysis
What the numbers show
Of the latest reported AUM, 32.1% is discretionary and 67.9% is non-discretionary.
The firm reports 2 advisory representatives and 140 clients, or 70 clients per representative. That equates to $158.9K in reported AUM per client.
The profile lists 1 reported office location and 12 years in operation. The source data was last updated on December 21, 2021. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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The full Crossmarket Capital, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
NAT DI CARLO
Chief Compliance Officer, Managing Member
- CRD
- #2252396
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,150,000 | -- |
| Non-Discretionary | $15,100,000 | -- |
| Total | $22,250,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Crossmarket Capital, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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