Crosspoint Capital Management

Financial planning in Orinda, CA

SEC registeredNo commissions reported

Call (415) 949-1443 Send a message Map ↗

Public-record details

Address: 4 Orinda Way, Bldg E - 1st Floor, Orinda, CA 94563
Phone: (415) 949-1443
Listed under: Financial planning, % of assets managed
Legal name: Crosspoint Capital Strategies, LLC
CRD number: 150212
Registration: SEC registered since 2026-09-22
Compensation (Form ADV 5.E): Percentage of assets under management
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses
Regulatory assets under management: $117.0 million
Accounts managed: 288
Clients reported (Form ADV 5.D): 254
Individual / high-net-worth clients: 29 / 10
Employees: 2
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-09-17

SEC registered investment adviser, CRD 150212, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 150212 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Orinda

Bell Investment Advisors INC2 Theatre Square, Suite 315 · Orinda, CA 94563 · (510) 433-1066 · Financial planningCRD 108383 · % of assets, Hourly charges, Fixed fees · $787.6 million AUMSEC registeredNo commissions reported McDonald Capital Investors INC4 Orinda Way, Suite 120-D · Orinda, CA 94563 · (925) 258-5401 · % of assets managedCRD 105562 · % of assets · $1.9 billion AUMSEC registeredNo commissions reported Paragon Asset Management INC.15 Altarinda Road, Suite 205 · Orinda, CA 94563 · (510) 550-7288 · % of assets managedCRD 107863 · % of assets · $115.9 million AUMSEC registeredNo commissions reported Penserra Wealth Management4 Orinda Way,, 100-A · Orinda, CA 94563 · (415) 717-9276 · Financial planningCRD 333218 · % of assets, Hourly charges, Fixed fees · $2.5 million AUMSEC registeredNo commissions reported Wespac Advisors, LLC4 Orinda Way, Suite 100-B · Orinda, CA 94563 · (510) 287-5255 · Financial planningCRD 148242 · % of assets, Hourly charges · $1.2 billion AUMSEC registeredNo commissions reported

All 6 in Orinda →