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Crossover Capital

Crossover Capital. CRD 326625

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CRD: 326625

Crossover Capital

Yardley, PA, 19067
2153965580
crosscapadvisors.com
$179.5M Total AUM
$161.2M Disc. AUM
-- 3Y CAGR
3 Employees
99 ADV. Clients
3 yrs Firm Age

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Firm Details

Custodian
Bitgo ยท Fidelity/NFS
Clients
Retail and Institutional
Platforms
Meridian momentumWave +more
Established Date
05-23-2023
Office Locations
1

Office Locations

113 Floral Vale Blvd Yardley PA

About Crossover Capital

Crossover Capital (Crosscap Advisors) provides investment management and financial planning, with specialized support for clients navigating divorce and family-business alignment. The firm also offers cryptocurrency education alongside portfolio implementation and ongoing plan monitoring. Serves both retail and institutional relationships and works with Fidelity/NFS and BitGo for custody.

Team overview

-- AVG AGE
$89.7M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
2.1 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
3yrs Firm Age

Insights

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Asset Classes

Signal Alpha timber Meridian harbor Vital momentum Frontier unison Unison ember Vital timber Zenith Foundation peak

Client Personas

Frontier quantum Vertex harbor

Custodian

Alpha Oak eagle Zenith unison Atlas Vertex beacon Value ember Ember Timber vector Foundation

Investment Themes

Frontier north Beacon Insight horizon

Investment Vehicles

Focus value Wave

Platform

North fusion

Services

Prime ridge Crest beacon Vertex Value quantum Harbor optima Matrix value Quantum quantum Glacier value Vertex Momentum peak

Technology

Vector fusion Momentum crest Vertex bridge Vertex

Owner & Executives

A

Alexander MICHAEL Pron

FOUNDER, Wealth Management Advisor, WEALTH STRATEGIST

CRD
#5145602
Ownership
75% or more
(548) 225-7152
meridian.element@pathwaycapital.com
in linkedin.com/in/eagle-vector
B

BRADLEY RICHARD STARK

Chief Compliance Officer

CRD
#4094102
Ownership
Less than 5%
(219) 281-3788
fusion.fusion@oakcapital.com
in linkedin.com/in/legacy-meridian

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Contacts

TASHA M SHADLE

TASHA M SHADLE

Wealth Management Advisor

CRD
#4777308
(474) 801-5949
capital.harbor@matrixcapital.com
in linkedin.com/in/quantum-vertex

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
09-19-2023
09-19-2024
03-31-2025
04-02-2026
Category Assets AVG. Account size
Discretionary $161,157,547 $367,940
Non-Discretionary $18,308,643 $915,432
Total $179,466,190 $391,848

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Separately Managed Accounts

Total SMA Asset: $179,466,190

$179.5M Total SMA
Public Funds:
13.6%
Equity - Exchange:
23.9%
Private Funds:
28.5%
Cash:
18.0%
Municipal Bonds:
6.1%
U.S. Government/Agency:
9.9%
Asset class Assets Assets %
Public Funds $1,036,533,960 13.6%
Equity - Exchange $1,821,556,003 23.9%
Private Funds $2,172,148,372 28.5%
Cash $1,371,883,182 18.0%
Municipal Bonds $464,915,967 6.1%
U.S. Government/Agency $754,535,751 9.9%
Total $7,621,573,235 100.0%

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