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Cross Financial Advisors
Cross Financial Advisors was established in 2001 by Jonathan Cross, who co-founded the hedge fund Clay Finlay Inc. earlier in his career.
Cross Financial Advisors
Cross Financial Advisors was established in 2001 by Jonathan Cross, who co-founded the hedge fund Clay Finlay Inc. earlier in his career. The firm transitioned to a family office structure to manage the Cross family's capital, focusing on preserving and growing multi-generational wealth without the constraints of third-party capital (per public record). The office invests across a diversified mix including hedge funds, private equity, venture capital, and real estate. It allocates via fund commitments, co-investments, and separately managed accounts, emphasizing downside protection. Known geographic exposure includes North America and Europe, with selective deals in emerging markets. The team keeps a concentrated portfolio of external managers and direct holdings. Jonathan Cross leads a lean team of professionals, with the office operating from a single location in New York City. The firm does not publicly disclose AUM or staff count, reflecting its private family office posture. No philanthropic vehicles or adjacent operating companies are explicitly linked in public sources. The structural differentiator is that Cross Financial Advisors acts as a pure single-family office without outside clients or fund structures, allowing it to take a long-term view on investments without the pressure of quarterly redemptions. This patient capital approach, combined with the principal's background in hedge fund management, shapes a cautious but opportunistic investment style.
General information
Firm type
Single Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Principals
Jonathan Cross
Founder & Chief Investment Officer
Sector focus
Frequently asked questions
Who runs investment decisions at Cross Financial Advisors?
Jonathan Cross is the Founder and Chief Investment Officer, overseeing all investment decisions. He previously co-founded the hedge fund Clay Finlay Inc. The office operates with a small internal team and relies on external fund managers for execution.
How does Cross Financial Advisors source proprietary deal flow?
The office sources investments through its network built during Jonathan Cross's hedge fund career, as well as relationships with external fund managers. Deal flow comes from GP relationships, co-investment opportunities, and real estate partnerships, though the firm does not publicly detail its sourcing process.
Is Cross Financial Advisors structured as a single family office or does it operate more like a venture firm?
It is a single-family office serving the Cross family exclusively. The firm does not raise external capital or operate fund structures, distinguishing it from venture firms or multi-family offices. Its investment activities are purely for the family's balance sheet.
What investment stages does Cross Financial Advisors typically target?
The office invests across stages, with a bias toward mature private equity, hedge funds, and real estate. It also selectively participates in venture capital opportunities. The mandate emphasizes capital preservation, so later-stage and lower-risk allocations are preferred over early-stage speculative bets.
Which sectors does Cross Financial Advisors explicitly avoid?
Public filings and reports do not specify explicit sector exclusions. Given the conservative posture, however, the office likely avoids highly speculative or illiquid asset classes that do not fit its long-term wealth preservation goal.
How does Cross Financial Advisors relate to Clay Finlay Inc.?
Jonathan Cross co-founded the hedge fund Clay Finlay Inc. earlier in his career before establishing Cross Financial Advisors in 2001. The family office is a separate entity that manages the Cross family's wealth, distinct from the hedge fund, which has since been dissolved or absorbed (per public record).
Does Cross Financial Advisors maintain philanthropic structures, and how are they separated?
There is no publicly disclosed philanthropic foundation or structure associated with Cross Financial Advisors. The Cross family may engage in philanthropy privately, but the family office maintains a strict investment focus without publicly listed charitable vehicles.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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