Crosspoint Capital Strategies is an investment advisor in Orinda with $124.00 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Sanctuary Wealth Advisors, LLC
SEC CIK
IRS number
263997124
SEC advisor number
801-123709
FINRA CRD number
150212
AUM ?
$124.00 mm
(as of 15 Mar 22)
Accounts
504
(as of 15 Mar 22)
Employees
2
(2 investment advisory or research)
Address
Crosspoint Capital Strategies
600 MONTGOMERY STREET
11TH FLOOR
SAN FRANCISCO
CA 94111
600 MONTGOMERY STREET
11TH FLOOR
SAN FRANCISCO
CA 94111
Office hours
Monday - Friday, 6:30 A.M. - 3:00 P.M.
Phone
4152912914
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Crosspoint Capital Management, LLC | Managing Member | 02/2018 | > 75% |
Cantando, Anthony, Salvatore | Managing Member, Chief Executive Officer, Chief Compliance Officer | 11/2018 | < 5% |
Cantando, Anthony, Salvatore | Managing Member | 02/2018 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22
13F-HR
Quarterly holdings report by institutional manager
13 May 19
13F-HR
Quarterly holdings report by institutional manager
13 Feb 19
13F-HR
Quarterly holdings report by institutional manager
13 Nov 18
13F-HR
Quarterly holdings report by institutional manager
13 Aug 18
13F-HR
Quarterly holdings report by institutional manager
14 May 18
13F-HR
Quarterly holdings report by institutional manager
13 Feb 18