Updated:
WEALTHCROSSING
WEALTHCROSSING is an SEC-registered investment adviser in Richmond, VA, registered since 2005. The firm manages approximately $1.5 billion in regulatory...
Overview
WEALTHCROSSING is an SEC-registered investment adviser in Richmond, VA, registered since 2005. The firm manages approximately $1.5 billion in regulatory assets. It has 18 employees and 13 investment advisers.
General information
Firm type
RIA
Principals
J. Todd Morley
Founder and Managing Partner
Sector focus
Frequently asked questions
What is WEALTHCROSSING's known posture on co-investments alongside external GPs?
Co-investment is central to WEALTHCROSSING's strategy. Morley's background in alternative investment structuring means the office actively negotiates for co-investment sleeves when participating in fund vehicles. The office's lean structure is well-suited to evaluating direct co-investment opportunities, allowing family capital to sit alongside institutional-quality GPs while avoiding layered fees on co-investment capital.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research WEALTHCROSSING in Altss
Explore available research and relationship coverage for this adviser in Altss.