Crosslink Capital, Inc. (San Francisco)

Name: Crosslink Capital, Inc.
Address: Two Embarcadero Center, Suite 2200, San Francisco, CA, 94111
Telephone: 415-617-1800

Crosslink Capital, Inc. is a large advisory firm based in San Francisco. It manages $1.99 billion of regulatory assets for 22 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Crosslink 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.

Crosslink Capital: assets under management

The assets under management (AUM) of Crosslink Capital, Inc. is $1.99 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 119% since the beginning of its operation, and $33.51 million of the total AUM is attributable to clients outside of the United States.

The firm manages $1.99 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $90.49 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Crosslink Capital, Inc. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Michael Joseph Stark serves?

The only and largest group of clients of Michael Joseph Stark is pooled investment vehicles with 22 clients and $1.99 billion of assets under management. Among the 10 most similar advisory firms, Crosslink Capital has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $1.99 billion for 22 clients. 14% of the firm’s clients are foreign persons or businesses.

Crosslink Capital also advises several private funds. Namely, six hedge funds and fifteen venture capital funds. The minimum investment commitment required of non-related persons ranges from $1 to $3,000,000.

Careers at Crosslink Capital, Inc.

The company employs 33 people that are either part- or full-time employees. 52 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Crosslink Capital, Inc. is owned by Seymour Franklin Kaufman. Michael Joseph Stark has been acting as President since 1 Jan 1999. Mihaly Zoltan Szigeti joined the executive team most recently as the Partner; Chief Financial Officer; Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Michael Joseph Stark	President	1 Jan 1999	50% - 75%	1035513
Seymour Franklin Kaufman	Owner	1 Jan 1999	Other	829077
Anthony P Brenner	Managing director	1 Jan 1999	Other	1611473
Daniel John Dunn	Managing director	1 Jan 1999	Other	2431032
Gerri Annette Holt	Chief financial officer	1 Jan 1999	Other	2825970
Vladimir Jacimovic	Managing director	1 Jan 1999	Other	2768658
Gerri Holt Grossmann	Chief financial officer and chief compliance officer	1 Jan 1999	Other	2825970
Thomas Edward Bliska	Managing director	1 Jul 1999	Other	1049783
Jason Wyatt Sanders	Principal	1 Sep 2000	Other	2766512
David I Epstein	General partner	1 Jan 2003	Other	4916543
Gary Frederick Hromadko	Venture partner	1 Apr 2003	Other	1297502
James Mcdowell Preston Feuille	General partner	1 Jan 2004	Other	1160702
Caroline Wood	Minority owner	1 Jan 2004	Other	4917069
Thomas Edward Bliska	Owner	1 Dec 2004	Other	1049783
Daniel John Dunn	Owner	1 Dec 2004	Other	2431032
William Patrick Nolan	Owner	1 Dec 2004	Other	2338855
James Mcdowell Preston Feuille	Owner	1 Apr 2007	Other	1160702
Jerome Nmn Contro	Chief operating officer and chief compliance officer	1 Apr 2008	Other	717534
Jerome Stephen Contro	Owner	1 Apr 2008	Other	717534
John Stephen Perkins	Owner	1 Mar 2010	Other	2770597
Mihaly Zoltan Szigeti	Chief financial officer	1 Jan 2012	Other	6043077
Eric John Chin	Owner	1 Jan 2013	Other	6317633
Isabelle Natalie Fymat	Owner	1 Jan 2013	Other	2835056
John Bent Coan	Owner	1 Jan 2013	Other	4601558
David Howard Courtney	Chief operating officer and chief compliance officer	1 Feb 2013	Other	1670884
Eric John Chin	General partner; owner	1 Dec 2015	Other	6317633
David Richard Silverman	General partner; owner	1 Dec 2015	Other	2910093
Daniel Thomas Myers	General partner; owner	1 Jan 2016	Other	2646164
Mihaly Zoltan Szigeti	Partner; chief financial officer; chief compliance officer	1 Aug 2016	Other	6043077
Maureen Noelani Offer	Partner; chief administrative officer	1 Aug 2016	Other	6702198

Based in San Francisco

The principal office where Crosslink Capital, Inc. performs its advisory services is located at Two Embarcadero Center, Suite 2200, San Francisco, CA 94111, which is also the mailing address of the firm. An additional office of the firm is in Woodside, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-617-1800 or by fax 415-617-1801. The normal business hours are 7:30am to 5:30pm on Monday - Friday. You can find more information about the New York firm at crosslinkcapital.com and its LinkedIn profile.