CRD: 148577
Crossroads Capital Management LLC
Marblehead, MA
7812672958
$23.1M Total AUM
$23.1M Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
17 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-02-2009
- Office Locations
- 1
Office Locations
-- Marblehead MA
About Crossroads Capital Management LLC
Crossroads Capital Management LLC is a Marblehead-based RIA. The firm has been operating for 17 years. Managing $23.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$23.1M AVG AUM / ADVISOR
$2.9M AVG AUM / CLIENT
17.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
Fusion
Client Personas
Fusion vertex
Investment Themes
Prime
Investment Vehicles
Radial matrix
Services
Quantum Delta focus Vertex fusion Ember Alpha
Owner & Executives
P
PETER JONATHAN JALBERT
Owner, Principal
- CRD
- #1313568
- Ownership
- 75% or more
(888) 274-9847
insight.glacier@legacycapital.com
in linkedin.com/in/value-fusion
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,143,542 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,143,542 | -- |
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Separately Managed Accounts
Total SMA Asset: $23,143,542
Equity - Exchange:
39.2% Cash:
21.3% Other:
39.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,970,849,407 | 39.2% |
| Cash | $1,070,895,214 | 21.3% |
| Other | $1,985,932,438 | 39.5% |
| Total | $5,027,677,059 | 100.0% |