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TCG CROSSOVER MANAGEMENT, LLC

PALO ALTO, CA · CRD 311718 · IAPD ↗ · tcgcrossover.com · 650-924-9424

$5.06BRegulatory AUM
9Advisory reps
16Employees
0Clients
n/aPlanning clients
3Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

60
April 2026 — TCG CROSSOVER MANAGEMENT, LLC reported RAUM up 181% ($1.80B -> $5.06B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
59
April 2025 — TCG CROSSOVER MANAGEMENT, LLC grew from 6 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
32
April 2024 — TCG CROSSOVER MANAGEMENT, LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
April 2024 — TCG CROSSOVER MANAGEMENT, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2024 — TCG CROSSOVER MANAGEMENT, LLC crossed $1B in regulatory AUM ($962.8M -> $2.20B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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