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Crosspoint Advisory
Crosspoint Advisory was established in 2010 by Peter A. Maher after earlier roles at American Express Financial Advisors, Wachovia Bank, StillPoint Advisors,...
Crosspoint Advisory
Crosspoint Advisory was established in 2010 by Peter A. Maher after earlier roles at American Express Financial Advisors, Wachovia Bank, StillPoint Advisors, and Apogee Family Office. The firm operates as a multi-family office that supplies accounting, financial planning, and administrative services to high-net-worth clients. Services center on bookkeeping, daily cash management, and long-term financial oversight. Allocations include residential real estate in the United States, commercial real estate, senior and mezzanine debt, energy assets, blockchain positions, and secondary interests. Activity remains concentrated in North America. No public data exist on assets under management, headcount, or additional offices. Maher appears on a 2020 Palm Beach Hedge Fund Association list of family-office professionals. General philanthropy is noted without named vehicles or grant figures. The firm functions as an outsourced administrative provider rather than a direct investment platform, with client mandates centered on operational efficiency instead of proprietary deal sourcing.
General information
Firm type
Multi Family Office
Year founded
2010
Location
Region
North America
Country
United States
City
Atlanta
Corporate office
Atlanta, United States
Principals
Peter A. Maher
Principal
Sector focus
Frequently asked questions
Who runs investment decisions at Crosspoint Advisory?
Peter A. Maher serves as Principal. Prior roles at Apogee Family Office and StillPoint Advisors inform current oversight of client portfolios and administrative functions.
Does Crosspoint Advisory participate in fund commitments or only direct deals?
The firm holds secondary interests and direct positions in real estate, debt, and energy assets. No fund commitments are disclosed in available records.
What investment stages does Crosspoint Advisory typically target?
Allocations focus on existing real estate portfolios, energy assets, and secondary interests rather than early-stage venture or growth equity.
Where does the underlying wealth come from?
Wealth origin is not publicly attributed to any specific family or enterprise.
How is Crosspoint Advisory related to Apogee Family Office?
Peter A. Maher co-founded Apogee Family Office and served as its Managing Director of Family Office Services before establishing Crosspoint Advisory in 2010.
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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