← Tributary

CROSSINGBRIDGE ADVISORS, LLC

PLEASANTVILLE, NY · CRD 286594 · IAPD ↗ · (914) 741-1515

$4.18BRegulatory AUM
11Advisory reps
16Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

72
April 2026 — CROSSINGBRIDGE ADVISORS, LLC grew from 9 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
30
May 2024 — CROSSINGBRIDGE ADVISORS, LLC changed its website from crossingbridge.com to crossingbridgefunds.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
70
May 2024 — CROSSINGBRIDGE ADVISORS, LLC reported RAUM up 51% ($1.84B -> $2.78B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
72
May 2024 — CROSSINGBRIDGE ADVISORS, LLC grew from 7 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
58
April 2024 — CROSSINGBRIDGE ADVISORS, LLC reported RAUM up 44% ($1.28B -> $1.84B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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