RIA · CRD 326625SEC-Registered

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Crossover Capital

Crossover Capital is an SEC-registered investment adviser in Yardley, PA, registered since 2023. The firm manages $179 million in assets, $161 million on a...

Crossover Capital

Crossover Capital is an SEC-registered investment adviser in Yardley, PA, registered since 2023. The firm manages $179 million in assets, $161 million on a discretionary basis. It has 3 employees and 2 investment advisers.

General information

Firm type

RIA

Year founded

2023

Location

Region

North America

Country

United States

City

Yardley

Corporate office

Winston-Salem, NC, United States

Additional offices

Atlanta, GA, United States · London, United Kingdom

Sector focus

Private CreditHedge FundsReal EstateInfrastructureTechnology

Frequently asked questions

Where is Crossover Capital based?

The firm is headquartered in Winston-Salem, North Carolina, with additional offices in Atlanta, Georgia, and London, United Kingdom (public record).

How large is Crossover Capital?

AUM and deployment figures have not been publicly disclosed. The firm maintains a low public profile, typical of many single-family offices.

Profile maintained by 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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