CROSS ATLANTIC CAPITAL PARTNERS, INC.
Adviser information for CROSS ATLANTIC CAPITAL PARTNERS, INC. 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 | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| 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 | No |
|---|
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 | 0 | $0 |
| 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 | – |
|---|---|
| Compensation | – |
Principal Office
150 N. RADNOR CHESTER ROADSUITE A225
RADNOR
PA
United States
Monday - Friday, 8:00AM - 5:30PM
Tel: 610-995-2650, Fax: 610-971-2062
Websites
Chief Compliance Officer
DONALD CALDWELL
CHIEF EXECUTIVE OFFICER
150 N. RADNOR CHESTER ROAD
SUITE A225
RADNOR
PA
United States
Tel:
610-995-2650
Fax:
610-971-2062
D********@*******M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| THE CO-INVESTMENT FUND II, L.P. | Venture Capital Fund | $10.0M | $0.0M | 10 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CALDWELL, DONALD, RICHARD | Individual | – | OWNER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | 09/1999 | > 75% |
| ADAMSKY, BRIAN | Individual | – | CHIEF FINANCIAL OFFICER | 09/1999 | < 5% |