C
$22.3M Total AUM
$7.2M Disc. AUM
-- 3Y CAGR
2 Employees
140 ADV. Clients
12 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-01-2013
- Office Locations
- 1
Office Locations
1300 Quail Suite 108 Newport Beach CA
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.
Team overview
-- AVG AGE
$11.1M AVG AUM / ADVISOR
$158.9K AVG AUM / CLIENT
12.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
12yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
N
NAT DI CARLO
Chief Compliance Officer, Managing Member
- CRD
- #2252396
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: Available
Cash:
Available Equity - Exchange:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available Public Funds:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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