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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

CROSSPOINT CAPITAL MANAGEMENT

CROSSPOINT CAPITAL STRATEGIES, LLC, CRD 150212

ORINDA, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:70b7d40f-4953-863d-0fd6-1e7d6792e0ea

Data as of May 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 26
Dated events: 2
On other graphs: 1
Observed: Sep 5, 2012 to May 6, 2026
41 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Sanctuary Wealth Advisors LLC

Intermediary · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $118MItem 5.F on the latest filing (2026-05-06); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $118M
Private client RAUM: $28.0MderivedItem 5.D individuals plus high net worth individuals
Private client share: 24%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $59.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 2
Advisory employees: 2
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 299
Individual clients: 29
High net worth clients: 8
SEC number: 801-136117
CIK: 1594197
CRD: 150212
Filings on the tape: 41
First filed: Sep 5, 2012
Latest filed: May 6, 2026
Organised: Limited Liability Company, CA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Andrew LANCASTER	Certified Financial Planner	ORINDA, CA	0	10	n/a	no
ANTHONY SALVATORE CANTANDO	n/a	ORINDA, CA	0	21	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CANTANDO, ANTHONY, SALVATORE	MANAGING MEMBER	E	yes	02/2018	Mar 29, 2018	Mar 29, 2023
CANTANDO, ANTHONY, SALVATORE	MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER	Na	yes	11/2018	Mar 29, 2018	Mar 29, 2023
CROSSPOINT CAPITAL MANAGEMENT, LLC	MANAGING MEMBER	E	yes	02/2018	Jun 12, 2018	Mar 29, 2023

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2022	Mar 29, 2023	$77.0M	$77.0M	2	2	0	n/a	n/a
2018	May 3, 2019	$54.0M	$54.0M	2	2	0	n/a	n/a
2017	Mar 29, 2018	$150M	$136M	2	1	0	n/a	n/a
2016	Mar 24, 2017	$145M	$130M	4	2	n/a	n/a	n/a
2015	Mar 30, 2016	$216M	$105M	11	6	n/a	n/a	n/a
2014	Mar 27, 2015	$458M	$203M	22	17	n/a	n/a	n/a
2013	Feb 26, 2014	$623M	$539M	22	16	n/a	n/a	n/a
2012	Mar 27, 2013	$404M	$404M	12	10	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2022	$118M	n/a	n/a	n/a	n/a	2	n/a	1	n/a

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
GORDIAN CAPITAL MANAGEMENT, LLC	2	Dec 31, 2015	Jun 5, 2012	MILL VALLEY, CA	Team lift out	Other	25.0%
GORDIAN WEALTH ADVISORS, LLC	2	Dec 31, 2015	Jan 1, 2025	MILL VALLEY, CA	Team lift out	Other	25.0%
GENCAP PORTFOLIO MANAGEMENT	3	Nov 17, 2015	Nov 16, 2015	ORINDA, CA	Team lift out	Other	27.3%
MIRADOR CAPITAL PARTNERS	5	Feb 9, 2015	Jan 27, 2015	ORINDA, CA	Team lift out	Other	33.3%

Relationships

Registered with (20)

← ANTHONY SALVATORE CANTANDOAdvisorregistration: current employment
Jan 2, 2026 to presentfactForm ADV
← Andrew LANCASTERAdvisorregistration: current employment
Nov 24, 2025 to presentfactForm ADV
← MICHAEL PAUL KRESSAdvisorregistration: previous registration
Feb 27, 2013 to Feb 22, 2018factForm ADV
← KAREN MARIE JORGENSENAdvisorregistration: previous registration
Feb 7, 2012 to Jan 25, 2017factForm ADV
← MARTIN JOEL ERZINGERAdvisorregistration: previous registration
Feb 23, 2012 to Jan 25, 2017factForm ADV
← KYLE TIMOTHY SHEALERAdvisorregistration: previous registration
Dec 5, 2012 to Jan 20, 2017factForm ADV
← SCOTT PHILIP PETERSAdvisorregistration: previous registration
Oct 22, 2015 to Dec 31, 2015factForm ADV
← ELLIOTT SAMUEL ELBAZAdvisorregistration: previous registration
Dec 15, 2011 to Dec 31, 2015factForm ADV
← MICHAEL ALLEN PHIPPENAdvisorregistration: previous registration
May 21, 2012 to Dec 31, 2015factForm ADV
← JASON STEPHEN CHEUAdvisorregistration: previous registration
Jun 27, 2014 to Dec 31, 2015factForm ADV
← ANDREW PAUL WILLIAMSAdvisorregistration: previous registration
Jan 14, 2015 to Nov 17, 2015factForm ADV
← MICHAEL REID VOGELAdvisorregistration: previous registration
Feb 23, 2015 to Nov 17, 2015factForm ADV
← STEPHEN ANDREW BRADLEYAdvisorregistration: previous registration
Aug 11, 2014 to Nov 17, 2015factForm ADV
← TRAVIS JOHN MAYBERRYAdvisorregistration: previous registration
Oct 29, 2012 to Mar 2, 2015factForm ADV
← DON CORBIN GARMANAdvisorregistration: previous registration
Jul 8, 2013 to Feb 9, 2015factForm ADV
← DANIEL BUNTIN MURRAYAdvisorregistration: previous registration
Jul 9, 2013 to Feb 9, 2015factForm ADV
← CAROL ANN WIKLEAdvisorregistration: previous registration
Jul 9, 2013 to Feb 9, 2015factForm ADV
← AUDREY DENISE GLAFKIDESAdvisorregistration: previous registration
Jul 9, 2013 to Feb 9, 2015factForm ADV
← JASON ANTHONY PFANNENSTIELAdvisorregistration: previous registration
Jul 10, 2013 to Feb 9, 2015factForm ADV
← RYAN R WELLSAdvisorregistration: previous registration
May 5, 2014 to Oct 20, 2014factForm ADV

Moved with (3)

→ GORDIAN WEALTH ADVISORS, LLCRegistered adviser2 advisors, team lift out, same day
Dec 31, 2015 to Jan 1, 2025factForm ADV
→ GENCAP PORTFOLIO MANAGEMENTRegistered adviser3 advisors, team lift out, same day
Nov 17, 2015 to Nov 16, 2015factForm ADV
→ MIRADOR CAPITAL PARTNERSRegistered adviser5 advisors, team lift out, same day
Feb 9, 2015 to Jan 27, 2015factForm ADV

Controls (2)

← CANTANDO, ANTHONY, SALVATOREOwnerMANAGING MEMBER, ownership code E, individual
Mar 29, 2018 to Mar 29, 2023factForm ADV
← CROSSPOINT CAPITAL MANAGEMENT, LLCOwnerMANAGING MEMBER, ownership code E, domestic entity
Jun 12, 2018 to Mar 29, 2023factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Sep 5, 2012
First Form ADV filing
Sanctuary Wealth Advisors Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Show 1 bookkeeping events

Occurred
Aug 3, 2026
Crosspoint Capital Management no longer on the SEC adviser roster (last listed 2026-07-01, RAUM $118.0M)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:70b7d40f-4953-863d-0fd6-1e7d6792e0ea
First observed: Sep 5, 2012
Last observed: May 6, 2026 4 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CROSSPOINT CAPITAL MANAGEMENT

CROSSPOINT CAPITAL STRATEGIES, LLC, CRD 150212

ORINDA, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:70b7d40f-4953-863d-0fd6-1e7d6792e0ea

Data as of May 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:29 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Andrew LANCASTER

Certified Financial Planner

ORINDA, CA

n/a

ANTHONY SALVATORE CANTANDO

n/a

ORINDA, CA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CANTANDO, ANTHONY, SALVATORE

MANAGING MEMBER

yes

02/2018

Mar 29, 2018

Mar 29, 2023

CANTANDO, ANTHONY, SALVATORE

MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER

yes

11/2018

Mar 29, 2018

Mar 29, 2023

CROSSPOINT CAPITAL MANAGEMENT, LLC

MANAGING MEMBER

yes

02/2018

Jun 12, 2018

Mar 29, 2023

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2022

Mar 29, 2023

$77.0M

n/a

2018

May 3, 2019

$54.0M

n/a

2017

Mar 29, 2018

$150M

$136M

n/a

2016

Mar 24, 2017

$145M

$130M

n/a

2015

Mar 30, 2016

$216M

$105M

n/a

2014

Mar 27, 2015

$458M

$203M

n/a

2013

Feb 26, 2014

$623M

$539M

n/a

2012

Mar 27, 2013

$404M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2022

$118M

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

GORDIAN CAPITAL MANAGEMENT, LLC

Dec 31, 2015

Jun 5, 2012

MILL VALLEY, CA

Team lift out

Other

25.0%

GORDIAN WEALTH ADVISORS, LLC

Dec 31, 2015

Jan 1, 2025

MILL VALLEY, CA

Team lift out

Other

25.0%

GENCAP PORTFOLIO MANAGEMENT

Nov 17, 2015

Nov 16, 2015

ORINDA, CA

Team lift out

Other

27.3%

MIRADOR CAPITAL PARTNERS

Feb 9, 2015

Jan 27, 2015

ORINDA, CA

Team lift out

Other

33.3%