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CROSSPOINT CAPITAL PARTNERS, LP

MENLO PARK, CA · CRD 306981 · IAPD ↗ · 650-850-1740

$8.70BRegulatory AUM
21Advisory reps
37Employees
0Clients
n/aPlanning clients
13Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

50
April 2026 — CROSSPOINT CAPITAL PARTNERS, LP reported RAUM up 26% ($6.93B -> $8.70B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2025 — CROSSPOINT CAPITAL PARTNERS, LP reported RAUM up 110% ($3.31B -> $6.93B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2025 — CROSSPOINT CAPITAL PARTNERS, LP grew from 14 to 19 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
56
April 2024 — CROSSPOINT CAPITAL PARTNERS, LP reported RAUM up 55% ($2.13B -> $3.31B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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