CROSSPOINT CAPITAL MANAGEMENT
CROSSPOINT CAPITAL STRATEGIES, LLC Legal Name
Adviser information for CROSSPOINT CAPITAL MANAGEMENT last updated from Form ADV on March 29th, 2023. 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 Liability Company |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | California, United States |
Employees
Total Number of Employees | 2 |
---|---|
Investment Advisory/Research | 2 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 2 |
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 | 404 | $77.0M |
Non-Discretionary | 0 | $0 |
Total | 404 | $77.0M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 60 | $7.0M |
HNW Individuals | 13 | $7.0M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | <5 | $2.0M |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 329 | $59.0M |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | <5 | $2.0M |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 1 |
Services
Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
---|---|
Compensation | % of AUM |
Principal Office
89 DAVIS RDSTE 160
ORINDA
CA
United States
Monday - Friday, 6:30 A.M. - 3:00 P.M.
Tel: 415-291-2914, Fax: 415-962-0600
Chief Compliance Officer
ANTHONY CANTANDO
CEO
89 DAVIS RD
STE 160
ORINDA
CA
United States
Tel:
415-291-2912
C*********@***************M
(Full email address available in API data)
Regulatory Contact
ANDREW LANCASTER
ASSOCIATE
89 DAVIS RD
STE 160
ORINDA
CA
United States
Tel:
415-291-2911
A*****@***************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
CROSSPOINT CAPITAL MANAGEMENT, LLC | Domestic Entity | – | MANAGING MEMBER | 02/2018 | > 75% |
CANTANDO, ANTHONY, SALVATORE | Individual | – | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | 11/2018 | < 5% |
CANTANDO, ANTHONY, SALVATORE | Individual | CROSSPOINT CAPITAL MANAGEMENT, LLC | MANAGING MEMBER | 02/2018 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed February 13th, 2023 for period ending December 31st, 2022
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
DORCHESTER MINERALS, L.P | COMMON | 2K | 78K | – |
UMPQUA HOLDINGS CORPORATION | COMMON | 1K | 68K | – |
COOL TECHNOLOGIES, INC | COMMON | 1 | 59K | – |
BLOOMIN' BRANDS, INC | COMMON | 1K | 58K | – |
HOSTESS BRANDS INC CL A | COMMON | 1K | 50K | – |
COLUMBIA BANKING SYSTEM, INC | COMMON | 1K | 40K | – |
SCORPIO TANKERS INC | COMMON | 1K | 26K | – |
E.L.F. BEAUTY, INC | COMMON | 1K | 25K | – |
NASDAQ, INC | COMMON | 1K | 21K | – |
HURON CONSULTING GROUP INC | COMMON | 1K | 18K | – |
CARDINAL HEALTH, INC | COMMON | 1K | 17K | – |
WORLD WRESTLING ENTERTAINMENT, INC | COMMON | 1K | 17K | – |
ARCHER-DANIELS-MIDLAND COMPANY | COMMON | 1K | 14K | – |
MONSTER BEVERAGE CORP | COMMON | 1K | 14K | – |
ADDUS HOMECARE CORPORATION | COMMON | 1K | 13K | – |
BOOZ ALLEN HAMILTON HOLDING CORPORATION | COMMON | 1K | 12K | – |
DEXCOM, INC | COMMON | 1K | 12K | – |
COMFORT SYSTEMS USA, INC | COMMON | 1K | 11K | – |
CONOCOPHILLIPS | COMMON | 1K | 10K | – |
VALERO ENERGY CORPORATION | COMMON | 1K | 10K | – |
HESS CORPORATION | COMMON | 1K | 9K | – |
FIRST SOLAR, INC | COMMON | 1K | 8K | – |
THE BOEING COMPANY | COMMON | 1K | 8K | – |
CUMMINS INC. | COMMON | 1K | 5K | – |
HUBBELL INC | COMMON | 1K | 5K | – |
DOLLAR GENERAL CORPORATION | COMMON | 1K | 5K | – |
NETFLIX, INC | COMMON | 1K | 5K | – |
BIOGEN INC | COMMON | 1K | 4K | – |
ENPHASE ENERGY, INC | COMMON | 1K | 4K | – |
VERTEX PHARMACEUTICALS INC | COMMON | 1K | 4K | – |
LULULEMON ATHLETICA INC | COMMON | 1K | 4K | – |
AUTOZONE, INC | COMMON | 1K | 480 | – |
US TREASURY BILLS 06/30/2023 | DT | 891 | 900K | – |
UNITED STATES TREASURY BILLS W I TREAS. BILL 04/04/23 | DT | 506 | 512K | – |
PROSHARES ULTRAPRO S&P500 | ETF | 2K | 70K | – |
PROSHARES ULTRAPRO DOW30 | ETF | 2K | 41K | – |
DIREXION DAILY S&P500 BULL 3X SHARES | ETF | 2K | 37K | – |
PROSHARES ULTRA S&P 500 | ETF | 550 | 12K | – |
ISHARES RUSSELL 2000 ETF | ETF | 373 | 2K | – |
INVESCO QQQ TRUST | ETF | 387 | 1K | – |
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | ETF | 437 | 1K | – |