Crossbeam Capital, LLC is a large advisory firm based in Houston. It manages $133.69 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Maryland and Texas.
Crossbeam Capital provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Crossbeam Capital, LLC is $133.69 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -52% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Crossbeam Capital, LLC for their services and products based on a percentage of assets under management, commissions, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Theodore M Kerr has been acting as President since 1 Dec 2010. Michael Carroll joined the executive team most recently as the Chief Compliance Officer.
The principal office where Crossbeam Capital, LLC performs its advisory services is located at 6919 Portwest Drive, Houston, TX 77024, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 713-337-3141 or by fax 713-439-1782. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at crossbeamcapital.com.