DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
C••••••••• C•••••• P•••••••• L•
Latest filing Mar 31, 2026
First filing on the tape Dec 23, 2019 · 13 filings
SEC status approved since Jun 30, 2020
RAUM
$8.7B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
37
21 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
13
reported on Schedule D
History
13 filings and snapshots on the tape
RAUM$8.7B as of Mar 31, 2026
Mar 25, 2021$957M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 28, 20200 then
Employees (5.A)37 as of Mar 31, 2026
Mar 28, 202010 then
Private funds13 as of Mar 31, 2026
Mar 25, 20212 then
RAUM +26% over the last fiscal year+60% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $621MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +26%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$8.7B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 14reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
5 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| M•••••• B•• S••• L• | Private Equity Fund | $909M | 2 | Mar 28, 2024 |
| C••••••••• C•••••• F••• I••• L• | Private Equity Fund | $818M | 23 | Mar 25, 2021 |
| C••••••••• C•••••• F••• I• L• | Private Equity Fund | $682M | 40 | Mar 25, 2021 |
| C••••••••• C•••••• F••• I•• L• | Private Equity Fund | $545M | 7 | Mar 30, 2023 |
| C••••••••• C•••••• F••• I•••• L• | Private Equity Fund | $351M | 5 | Mar 30, 2023 |
Owners and control persons
Schedule A and B, latest filing
- C••••• G••••••• S•••• · Managing Partnercontrolsince 12/2019 · owns 25% to 50%
- L••••• S••••••• J•••• · Managing Partnercontrolsince 01/2021 · owns 10% to 25%
- M••••••••• M••••••• N•• · Managing Partnercontrolsince 12/2019 · owns 25% to 50%
- D•••••• K••••• B•••• · Chief Financial Officer / Chief Compliance Officersince 02/2021 · owns less than 5%
Entity owners
- C••••••••• M••••••••• C••••••• L•• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- C••••••••• C•••••• I• G•• L••investment adviserbankpooled vehicle sponsorn
- C••••••••• C•••••• I• G•• L••investment adviserbankpooled vehicle sponsorn
- M•••••• B•• S•• G•• L••investment adviserbankpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Boston, MA1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- custody status changedChange between filings · filing Mar 31, 2026custody of client assets (Item 9.A): yes on the filing of 2025-03-31, no on the filing of 2026-03-31peers: asset managers, $5B to $20B (684)
What changed
consecutive filings, newest first
- Accounts · 10 to 14Mar 31, 2025 to Mar 31, 2026
- Advisory employees · 19 to 21Mar 31, 2025 to Mar 31, 2026
- Pooled vehicle clients · 10 to 14Mar 31, 2025 to Mar 31, 2026
- Custody of client assets · true to falseMar 31, 2025 to Mar 31, 2026
- Employees · 39 to 37Mar 31, 2025 to Mar 31, 2026
- Private funds · 9 to 13Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $6.9B to $8.7BMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $6.9B to $8.7BMar 31, 2025 to Mar 31, 2026
- RAUM · $6.9B to $8.7BMar 31, 2025 to Mar 31, 2026
- Accounts · 6 to 10Mar 28, 2024 to Mar 31, 2025
- Advisory employees · 14 to 19Mar 28, 2024 to Mar 31, 2025
- Pooled vehicle clients · 6 to 10Mar 28, 2024 to Mar 31, 2025
- Employees · 27 to 39Mar 28, 2024 to Mar 31, 2025
- Financial planning clients · unset to Mar 28, 2024 to Mar 31, 2025
- Private funds · 5 to 9Mar 28, 2024 to Mar 31, 2025
- Discretionary RAUM · $3.3B to $6.9BMar 28, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $3.3B to $6.9BMar 28, 2024 to Mar 31, 2025
- RAUM · $3.3B to $6.9BMar 28, 2024 to Mar 31, 2025
- Accounts · 5 to 6Mar 30, 2023 to Mar 28, 2024
- Advisory employees · 16 to 14Mar 30, 2023 to Mar 28, 2024
- Pooled vehicle clients · 5 to 6Mar 30, 2023 to Mar 28, 2024
- Employees · 20 to 27Mar 30, 2023 to Mar 28, 2024
- Private funds · 4 to 5Mar 30, 2023 to Mar 28, 2024
- Discretionary RAUM · $2.1B to $3.3BMar 30, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $2.1B to $3.3BMar 30, 2023 to Mar 28, 2024
- RAUM · $2.1B to $3.3BMar 30, 2023 to Mar 28, 2024
- Accounts · 3 to 5Mar 30, 2022 to Mar 30, 2023
- Advisory employees · 15 to 16Mar 30, 2022 to Mar 30, 2023
- Pooled vehicle clients · 3 to 5Mar 30, 2022 to Mar 30, 2023
- Employees · 23 to 20Mar 30, 2022 to Mar 30, 2023
- Private funds · 2 to 4Mar 30, 2022 to Mar 30, 2023
- Discretionary RAUM · $1.6B to $2.1BMar 30, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $1.6B to $2.1BMar 30, 2022 to Mar 30, 2023
- RAUM · $1.6B to $2.1BMar 30, 2022 to Mar 30, 2023
- Related bank · false to trueMar 30, 2022 to Mar 30, 2023
- Accounts · 2 to 3Feb 24, 2022 to Mar 30, 2022
- Advisory employees · 12 to 15Feb 24, 2022 to Mar 30, 2022
- Pooled vehicle clients · 2 to 3Feb 24, 2022 to Mar 30, 2022
- Employees · 16 to 23Feb 24, 2022 to Mar 30, 2022
- Discretionary RAUM · $957M to $1.6BFeb 24, 2022 to Mar 30, 2022
Signals
10 dated events
- C••••••••• C•••••• P•••••••• L• reported RAUM $8.7B, up 26% from $6.9B (2025-03-31 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- C••••••••• C•••••• P•••••••• L• reported RAUM $6.9B, up 110% from $3.3B (2024-03-28 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- C••••••••• C•••••• P•••••••• L• reported RAUM $3.3B, up 55% from $2.1B (2023-03-30 to 2024-03-28)Mar 28, 2024 · RAUM change · derived
- C••••••••• C•••••• P•••••••• L• reported RAUM $2.1B, up 31% from $1.6B (2022-03-30 to 2023-03-30)Mar 30, 2023 · RAUM change · derived
- C••••••••• C•••••• P•••••••• L• reported RAUM $1.6B, up 70% from $957.4M (2022-02-24 to 2022-03-30)Mar 30, 2022 · RAUM change · derived
- Kimball Ian Loring (Managing Partner) no longer on Schedule A of C••••••••• C•••••• P•••••••• L• (listed 2021-03-25, absent 2022-02-24)Feb 24, 2022 · Control person left · inference
- C••••••••• C•••••• P•••••••• L• reported RAUM $957.4M, up 282% from $250.6M (2020-12-18 to 2021-02-26)Feb 26, 2021 · RAUM change · derived
- James Stephen Luczo (Managing Partner) appeared on Schedule A of C••••••••• C•••••• P•••••••• L•Feb 26, 2021 · Control person joined · fact
- Kimball Ian Loring (Managing Partner) appeared on Schedule A of C••••••••• C•••••• P•••••••• L•Feb 26, 2021 · Control person joined · fact
- C••••••••• C•••••• P•••••••• L• filed its initial SEC registration (Form ADV)Dec 23, 2019 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- C••••••••• C•••••• P•••••••• L• · Independent Sponsorsshared crd · capital_provider
- C••••••••• C•••••• P•••••••• L• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/crosspoint-capital-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- crosspointcapital.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 650-850-1740reportedpublic record, Form ADV, Mar 31, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026