CROSSPOINT CAPITAL PARTNERS, LP
Adviser information for CROSSPOINT CAPITAL PARTNERS, LP last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 27 |
|---|---|
| Investment Advisory/Research | 14 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 6 | $3.3B |
| Non-Discretionary | 0 | $0 |
| Total | 6 | $3.3B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 6 | $3.3B |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 100 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Identifiers
| SEC RIA File Number | 801-118958 |
|---|---|
| SEC ERA File Number | 801-118958 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 306981 |
| Legal Entity Identifier | None |
Principal Office
2500 SAND HILL ROADSUITE 300
MENLO PARK
CA
United States
Monday - Friday, 8 AM - 5 PM
Tel: 650-850-1740, Fax: None
Chief Compliance Officer
KELLY DANSON
CHIEF FINANCIAL OFFICER
2500 SAND HILL ROAD
SUITE 300
MENLO PARK
CA
United States
Tel:
650-850-1740
C**@********************M
(Full email address available in API data)
Regulatory Contact
MATTHEW MACKENZIE
MANAGING PARTNER
2500 SAND HILL ROAD
SUITE 300
MENLO PARK
CA
United States
Tel:
650-530-2567
M***@********************M
(Full email address available in API data)
Industry Affiliates
| CROSSPOINT CAPITAL I GP, LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| CROSSPOINT CAPITAL II GP, LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| MORETON BAY SPV GP, LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| CROSSPOINT CAPITAL FUND I-A, LP | Private Equity Fund | $818.5M | $10.0M | 23 |
| CROSSPOINT CAPITAL FUND I, LP | Private Equity Fund | $682.3M | $10.0M | 40 |
| CROSSPOINT CAPITAL FUND II-A, LP | Private Equity Fund | $350.8M | $10.0M | 5 |
| CROSSPOINT CAPITAL FUND II, LP | Private Equity Fund | $545.1M | $10.0M | 7 |
| MORETON BAY SPV, LP | Private Equity Fund | $908.7M | $10.0M | 2 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MACKENZIE, MATTHEW, NMN | Individual | – | MANAGING PARTNER | 12/2019 | 25-50% |
| CLARK, GREGORY, SCOTT | Individual | – | MANAGING PARTNER | 12/2019 | 25-50% |
| CROSSPOINT MANAGEMENT COMPANY, LLC | Domestic Entity | – | GENERAL PARTNER | 11/2019 | < 5% |
| LUCZO, STEPHEN, JAMES | Individual | – | MANAGING PARTNER | 01/2021 | 10-25% |
| DANSON, KELLY, BRADY | Individual | – | CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER | 02/2021 | < 5% |