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Crossover Capital Brands LLC

● SEC registered since 2023CRD 326625SEC# 801-128013Yardley, PA
Export (members)
Reg. AUM
$150.1M
Employees
2
Accounts
323
Location
Yardley, PA

Crossover Capital Brands LLC assets under management

Crossover Capital Brands LLC is an investment advisory firm registered with the SEC based in Yardley, PA. The firm has been registered since 2023. It reports $150.1 million in regulatory assets under management and employs 2 people.
www.instagram.com/crossovercapitalView on SEC.gov ↗

Crossover Capital Brands LLC owners & executives

2 reported
NameTitleOwnershipSince
Alexander M. Pron ControlFounder / Wealth StrategistOver 75%2023
Christopher George Plummer ControlChief Compliance OfficerUnder 5%2023

Frequently asked questions

How much does Crossover Capital Brands LLC manage?

Crossover Capital Brands LLC reports $150.1 million in regulatory assets under management on its Form ADV.

How many employees does Crossover Capital Brands LLC have?

Crossover Capital Brands LLC reports 2 employees.

Where is Crossover Capital Brands LLC located?

Crossover Capital Brands LLC is based in Yardley, PA and has been SEC-registered since 2023.

Does Crossover Capital Brands LLC disclose fund performance?

Crossover Capital Brands LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address113b Floral Vale Blvd, #3, Yardley, PA 19067
Phone215-396-5580
Office hours8a.m. To 5p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$133.5M
Non-discretionary$16.6M
Total (RAUM)$150.1M