CROSSPLANE CAPITAL MANAGEMENT, LP
Adviser information for CROSSPLANE CAPITAL MANAGEMENT, LP last updated from Form ADV on March 27th, 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 | 17 |
|---|---|
| Investment Advisory/Research | 11 |
| 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 | 4 | $797.1M |
| Non-Discretionary | 0 | $0 |
| Total | 4 | $797.1M |
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 | 4 | $797.1M |
| 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 | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based feesPASS THROUGH OF INVESTMENT MANAGER EXPENSES |
Identifiers
| SEC RIA File Number | 801-121808 |
|---|---|
| SEC ERA File Number | 801-121808 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 300646 |
| Legal Entity Identifier | None |
Principal Office
750 NORTH ST. PAUL STREETSUITE 1000
DALLAS
TX
United States
Monday - Friday, 9:00AM - 5:00PM
Tel: 972-634-7595, Fax: None
Chief Compliance Officer
TINA SCHIRLE
CHIEF FINANCIAL OFFICER
750 NORTH ST. PAUL STREET
SUITE 1000
DALLAS
TX
United States
Tel:
972-634-7819
T**********@********************M
(Full email address available in API data)
Regulatory Contact
TAMMIE RIEMER
EXECUTIVE ASSISTANT/ASSISTANT CCO
750 NORTH ST. PAUL STREET
SUITE 1000
DALLAS
TX
United States
Tel:
972-634-7818
T***********@********************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| CROSSPLANE CAPITAL FUND II, L.P. | Private Equity Fund | $400.9M | $0.0M | 74 |
| CROSSPLANE CAPITAL FUND, L.P. | Private Equity Fund | $301.6M | $5.0M | 63 |
| CROSSPLANE CAPITAL RENTALCO CO-INVEST II, LP | Private Equity Fund | $48.1M | $0.0M | 34 |
| CROSSPLANE CAPITAL RENTALCO CO-INVEST, L.P. | Private Equity Fund | $46.6M | $0.0M | 37 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SCHIRLE, TINA, HAHN | Individual | – | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | 11/2020 | < 5% |
| HEGI, BRIAN, FREDERICK | Individual | – | MANAGING PARTNER | 09/2018 | 25-50% |
| EAKES, BENJAMIN, DAVIS | Individual | – | MANAGING PARTNER | 09/2018 | 25-50% |
| CROSSPLANE MANAGEMENT GP, LLC | Domestic Entity | – | GENERAL PARTNER | 09/2018 | < 5% |
| EAKES, BENJAMIN, DAVIS | Individual | CROSSPLANE MANAGEMENT GP, LLC | MANAGING PARTNER | 09/2018 | 50-75% |
| HEGI, BRIAN, FREDERICK | Individual | CROSSPLANE MANAGEMENT GP, LLC | MANAGING PARTNER | 09/2018 | 50-75% |