# Crossroads Financial Services Inc

Crossroads Financial Services Inc is a Family Office based in United States.

## Overview

- **Organization type:** Family Office
- **Headquarters:** United States
- **Region:** North America
- **Address:** United States
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 323162
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/323162

## About

CROSSROADS FINANCIAL SERVICES INC is a state-registered investment adviser with $23 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.

## Questions

### Who runs investment decisions at Crossroads Financial Services Inc?

The named principals or investment decision-makers at Crossroads Financial Services Inc have not been publicly identified. The firm does not maintain a visible website, LinkedIn presence, or public filings that reveal a leadership structure.

### Does Crossroads Financial Services Inc participate in fund commitments or only direct deals?

The firm's investment approach — whether it commits to external funds or focuses on direct investments — has not been publicly disclosed. No known co-investments or fund partnerships involving Crossroads Financial Services Inc have been reported.

### What investment stages does Crossroads Financial Services Inc typically target?

The targeted investment stages for Crossroads Financial Services Inc are not publicly known. Without any identifiable portfolio companies or disclosed strategy, it is not possible to determine whether the firm focuses on venture, growth, buyout, or other stages.

### Which sectors does Crossroads Financial Services Inc explicitly avoid?

There is no public information about sectors that Crossroads Financial Services Inc avoids or prefers. The firm's sector focus, if any, is not documented in available public records.

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Last updated: 2026-07-06T01:24:14.882Z

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