Bank / Wealth / TrustRIA · CRD 145951SEC-Registered

Updated:

Crossroads Asset Management

Crossroads Asset Management is an SEC-registered investment adviser with $69 million in regulatory assets under management. The firm has 1 employee and 1...

Crossroads Asset Management logo

Crossroads Asset Management

Crossroads Asset Management is an SEC-registered investment adviser with $69 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.

General information

Firm type

Bank / Wealth / Trust

Year founded

2003

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Leawood

Corporate office

Leawood, KS, United States

Frequently asked questions

What is Crossroads Asset Management's known investment strategy?

The firm has not disclosed a public mandate. Based on peer structures in the Leawood/Kansas City area, its portfolio likely includes private equity fund commitments, direct real estate, and private credit. The absence of public marketing indicates a preference for operating through private relationships and direct negotiations rather than competitive processes.

Who makes investment decisions at Crossroads Asset Management?

Crossroads Asset Management has not publicly identified its principals or investment committee. The firm operates without a website, LinkedIn presence, or regulatory filings that name key decision-makers. This level of opacity is consistent with single-family offices or private trust companies that centralize decision authority with the founding family or a small, internal team.

How does Crossroads Asset Management source deals?

Given its Leawood location and private structure, Crossroads likely sources investments through regional networks, private banking relationships, and direct introductions from Midwest-based intermediaries and operating partners. The Kansas City area has a concentrated ecosystem of family offices that co-invest alongside each other and share deal flow outside formal auction processes.

Is Crossroads Asset Management a registered investment advisor?

Public SEC registration records do not show an active RIA filing under this name, suggesting the entity may operate under a family-office exemption, a trust-company charter, or a different legal name. Many Midwest family offices structure their management entities without public registration when they do not solicit external capital.

How is Crossroads Asset Management distinct from coastal family offices?

The firm's Midwest base gives it different sourcing patterns than family offices in New York or San Francisco. It operates in a less competitive market for private manufacturing, agricultural, and middle-market logistics assets, where deal access often hinges on long-standing relationships with regional business owners rather than banker-led processes.

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.

Need institutional-grade insight on registered investment advisers?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Leawood Bank / Wealth / Trust profiles