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CROSSPOINT CAPITAL MANAGEMENT

ORINDA, CA · CRD 150212 · IAPD ↗ · 415-949-1443

$117.0MRegulatory AUM
2Advisory reps
2Employees
0Clients
1-10Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
October 2026 — CROSSPOINT CAPITAL MANAGEMENT (ORINDA, CA) is newly SEC-registered with $117.0M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
60
August 2026 — CROSSPOINT CAPITAL MANAGEMENT (ORINDA, CA) left the SEC roster (was $118.0M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
95
June 2026 — CROSSPOINT CAPITAL MANAGEMENT (ORINDA, CA) is newly SEC-registered with $118.0M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.