FormDSignal
68

Crosspoint Capital Management registers with the SEC (Orinda, CA)

New SEC-registered adviser · CRD 150212 · 801-137291 · effective 2026-09-22

Effective 2026-09-22. 2 employees (2 advisory), $117M regulatory AUM across 288 accounts. Notice-filed in CA. Limited Liability Company (CA).

Contact (from the filing)

The main-office phone, website and address from Form ADV are shown to subscribers. See plans, or open the firm on IAPD.

Who this is for

  • Compliance consulting
  • RIA software (CRM, portfolio, billing)
  • Archiving & surveillance
  • Cybersecurity / managed IT
  • E&O insurance