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•••••••• V•••••• P•••••••
Legal name C•••••••• V•••••• P••••••• L••
Latest filing May 26, 2026
First filing on the tape Dec 24, 2024 · 6 filings
SEC status approved since Feb 7, 2025
RAUM
$508M
reported, Item 5.F
Discretionary
88%
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
6
5 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
12
reported on Schedule D
History
6 filings and snapshots on the tape
RAUM$508M as of May 26, 2026
Feb 4, 2025$423M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 26, 2026
Feb 4, 20250 then
Employees (5.A)6 as of May 26, 2026
Feb 4, 20254 then
Private funds12 as of May 26, 2026
Feb 4, 202514 then
RAUM +20% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of May 26, 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
- $39.1MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 88%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
- +20%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 hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$448M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 13reported
- 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=0.88 institutional_share=0.0 related_bd=false related_bank=false 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
14 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| O••••••• H••••••• L•• | Venture Capital Fund | $101M | 66 | Mar 20, 2023 |
| C•••••••• V•••••• P••••••• F•••••• F••• I• L• | Venture Capital Fund | $84.4M | 64 | May 25, 2021 |
| C•••••••• • S••• I• E••••• S••• L•• | Venture Capital Fund | $69.7M | 61 | Mar 30, 2022 |
| C•••••••• V•••••• P••••••• F••• I••• L• | Venture Capital Fund | $62.4M | 95 | Mar 30, 2022 |
| C• A••••• F••• L• | Venture Capital Fund | $46.6M | 2 | Dec 24, 2024 |
| C•••••••• • A••••• I•• S•• L•• | Venture Capital Fund | $19.4M | 42 | Mar 25, 2024 |
| C•••••••• • S••• I•• E••••• S•• L•• | Venture Capital Fund | $10.3M | 38 | Mar 20, 2023 |
| C•••••••• • S••• E••••• S••• L•• | Venture Capital Fund | $9.0M | 17 | May 25, 2021 |
| C•••••••• V•••••• P••••••• F••• I• L• | Venture Capital Fund | $7.2M | 54 | Mar 30, 2022 |
| C•••••••• • W••• E••••• S•• L•• | Venture Capital Fund | $6.2M | 44 | May 25, 2021 |
| C•••••••• • A••••• S•• B• S•• L•• | Venture Capital Fund | $3.5M | 102 | Mar 30, 2022 |
| W••• D••••••• 2••• S•• L•• | Venture Capital Fund | $1.5M | 14 | May 25, 2021 |
| C•••••••• • W••• S••••• B• L•• | Venture Capital Fund | $1.5M | 33 | Mar 30, 2022 |
| C•••••••• • A••••• E••••• S•• L•• | Venture Capital Fund | $11,855 | 29 | Mar 30, 2022 |
Owners and control persons
Schedule A and B, latest filing
- H••••• A•• · Management Committee M•••••controlsince 12/2019 · owns less than 5%
- I••••• J•••••• C••••••••• · Chief Compliance Officercontrolsince 12/2024 · owns less than 5%
- O••••••••• E•••••••• · Chief Operating Officercontrolsince 12/2024 · owns less than 5%
- R•••• C••••••••• R•••• · Management Committee M•••••controlsince 12/2019 · owns less than 5%
- S••••• S•••••• · Management Committee M•••••controlsince 12/2019 · owns less than 5%
- H••••• A•• · Sole M••••• Of T•• M••••••• M••••• L••controlsince 03/2021 · owns 75% or more of T•• M••••••• M••••• L••
- M•••••• K••••••• D•••• · Limited Partnercontrolsince 06/2007 · owns 25% to 50% of M••••• A•••• M••••••••• L•
- S••••••• M•••• A••• · M••••• Of M•• A••••••• L••controlsince 03/2014 · owns 75% or more of M•• A••••••• L••
Entity owners
- T••••••• H••••••• L•• · M•••••direct · owns 50% to 75%
- M•• M•••••• L•• · General Partnerindirect · owns F of M••••• A•••• M••••••••• L•
- M•• A••••••• L•• · M••••• Of G•• C• E•••••• L••indirect · owns 25% to 50% of G•• C• E•••••• L••
- T•• M••••••• M••••• L•• · M••••••• M••••• Of T••••••• C•••••• G•••• L••indirect · owns F of T••••••• C•••••• G•••• L••
- T••••••• C•••••• G•••• L•• · Owner Of T••••••• H••••••• L••indirect · owns 75% or more of T••••••• H••••••• L••
- M••••• A•••• M••••••••• L• · M•••••direct · owns 25% to 50%
- G•• C• E•••••• L•• · M••••• Of T••••••• C•••••• G•••• L••indirect · owns F of T••••••• C•••••• G•••• L••
Related persons
Schedule D 7.A
- A•••••• C•••••• P••••••• I•• L•••••investment advisernRAUM $528M
- C• A••••• G• L••pooled vehicle sponsorn
- C•••••••• • A••••• I•• M•••••• L••pooled vehicle sponsorn
- C•••••••• • A••••• M•••••• L••pooled vehicle sponsorn
- C•••••••• • A••••• S•• B• M•••••• L••pooled vehicle sponsorn
- C•••••••• • F••• I• G• L••pooled vehicle sponsorn
- C•••••••• • S••• E••••• I• M••••••• L••pooled vehicle sponsorn
- C•••••••• • S••• E••••• I•• M••••••• L••pooled vehicle sponsorn
- C•••••••• • S••• E••••• M••••••• M•••••• L••pooled vehicle sponsorn
- C•••••••• • W••• M••••••• M•••••• L••pooled vehicle sponsorn
- C•••••••• • W••• S••••• B• M•• L••pooled vehicle sponsorn
- C•••••••• F••• I• G• L••pooled vehicle sponsorn
- C••• V•••••• M•••••••••investment advisern
- F••••••• F•••••••• P••••••• L••investment advisernRAUM $4.1B
- M••••• A•••• C••••••• P•••••••investment advisernRAUM $288M
- M••••• C•••••• P••••••• L••investment advisernRAUM $147M
- O••••••• M•••••• L••pooled vehicle sponsorn
- S••••• C•••• I••••••••• M••••••••• L••investment advisernRAUM $1.7B
- T••••••• C•••••• G•••• L••pooled vehicle sponsory
- T••••••• C•••••• M••••••••• L••investment advisernRAUM $1.9B
- W••• D••••••• 2••• M•••••• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- New York, NY
What changed
consecutive filings, newest first
- Accounts · 14 to 13Nov 18, 2025 to Mar 31, 2026
- Advisory employees · 3 to 5Nov 18, 2025 to Mar 31, 2026
- Pooled vehicle clients · 14 to 12Nov 18, 2025 to Mar 31, 2026
- Employees · 4 to 6Nov 18, 2025 to Mar 31, 2026
- Private funds · 14 to 12Nov 18, 2025 to Mar 31, 2026
- Discretionary RAUM · $423M to $448MNov 18, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $0 to $59.8MNov 18, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $423M to $448MNov 18, 2025 to Mar 31, 2026
- RAUM · $423M to $508MNov 18, 2025 to Mar 31, 2026
- Financial planning clients · unset to Feb 4, 2025 to Jun 25, 2025
- Private funds · 28 to 14Dec 24, 2024 to Feb 4, 2025
Signals
1 dated events
- C•••••••• V•••••• P••••••• filed its initial SEC registration (Form ADV)Dec 24, 2024 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- C•••••••• V•••••• P••••••• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/crossbeamvcreportedpublic record, Form ADV, Sep 18, 2026
- Website
- crossbeam.vcreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-812-0210reportedpublic record, Form ADV, May 26, 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