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CROSSBEAM VENTURE PARTNERS

NEW YORK, NY · CRD 309047 · IAPD ↗ · crossbeam.vc · 212-812-0210

$507.7MRegulatory AUM
5Advisory reps
6Employees
0Clients
n/aPlanning clients
12Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — CROSSBEAM VENTURE PARTNERS crossed $500M in regulatory AUM ($423.1M -> $507.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
April 2026 — CROSSBEAM VENTURE PARTNERS grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
83
March 2025 — CROSSBEAM VENTURE PARTNERS (NEW YORK, NY) is newly SEC-registered with $423.1M RAUM and 3 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.