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Cross Staff Investments Inc.

● SEC registered since 2013CRD 165984SEC# 801-77488Pittsford, NY
Export (members)
Reg. AUM
$409.6M
Employees
4
Accounts
929
Location
Pittsford, NY

Cross Staff Investments Inc. assets under management

Cross Staff Investments Inc. is an SEC-registered investment adviser based in Pittsford, NY. The firm has been registered since 2013. It reports $409.6 million in regulatory assets under management and employs 4 people.

Cross Staff Investments Inc. owners & executives

4 reported
NameTitleOwnershipSince
Anthony Joseph Filberto ControlChief Investment OfficerUnder 5%2014
Candace Ann Shira ControlPresidentOver 75%2012
Marvin Charles Engle ControlChief Financial OfficerUnder 5%2013
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Frequently asked questions

How much does Cross Staff Investments Inc. manage?

Cross Staff Investments Inc. reports $409.6 million in regulatory assets under management on its Form ADV.

How many employees does Cross Staff Investments Inc. have?

Cross Staff Investments Inc. reports 4 employees.

Where is Cross Staff Investments Inc. located?

Cross Staff Investments Inc. is based in Pittsford, NY and has been SEC-registered since 2013.

Does Cross Staff Investments Inc. disclose fund performance?

Cross Staff Investments Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address115 Sully's Trail, Suite 8, Pittsford, NY 14534
Phone585-249-1550
Fax585-249-1554
Office hours8-12 (Mon, Wed, Thurs), And By Appt
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$401.5M
Non-discretionary$8.1M
Total (RAUM)$409.6M