Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM
Total Accounts
10Y AUM Change
Private Funds
Private funds reported by Cross Ocean Partners Management LP
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees
Clients per Employee
10Y Employee Change
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
Ownership
Reported direct and indirect ownership ranges
Each range applies to a separate reported relationship and should not be added together.
Reported ownership ranges
Highlighted bands show the percentage range reported in Form ADV.
0%25%50%75%100%
GG MANAGERS LLCDirect owner · Schedule AInterest in CROSS OCEAN PARTNERS MANAGEMENT LP
25% to < 50%
TRIDENT COPM HOLDINGS LLCDirect owner · Schedule AInterest in CROSS OCEAN PARTNERS MANAGEMENT LP
25% to < 50%
NICHOLAS CORTELYOU RENWICKDirect owner · Schedule AInterest in CROSS OCEAN PARTNERS MANAGEMENT LP
5% to < 10%
CHRISTOPHER STEVEN ZANDERDirect owner · Schedule AInterest in CROSS OCEAN PARTNERS MANAGEMENT LP
5% to < 10%
CROSS OCEAN PARTNERS MANAGEMENT GP LLCDirect owner · Schedule AInterest in CROSS OCEAN PARTNERS MANAGEMENT LP
< 5%
ANDREW JONATHAN AITKENDirect owner · Schedule AInterest in CROSS OCEAN PARTNERS MANAGEMENT LP
< 5%
GRAHAM CAMPBELL GOLDSMITHIndirect owner · Schedule BInterest in GG MANAGERS LLC
75%+
GG MANAGERS LLCIndirect owner · Schedule BInterest in CROSS OCEAN PARTNERS MANAGEMENT GP LLC
75%+
TRIDENT VI, L.P.Indirect owner · Schedule BInterest in T-VI CO HOLDINGS LP
75%+
T-VI PAR CO HOLDINGS LPIndirect owner · Schedule BInterest in TRIDENT COPM INTERMEDIATE LLC
75%+
TRIDENT VI PARALLEL FUND, L.P.Indirect owner · Schedule BInterest in T-VI PAR CO HOLDINGS LP
75%+
TRIDENT COPM INTERMEDIATE LLCIndirect owner · Schedule BInterest in TRIDENT COPM HOLDINGS LLC
25% to < 50%
T-VI CO HOLDINGS LPIndirect owner · Schedule BInterest in TRIDENT COPM HOLDINGS LLC
25% to < 50%
Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Cross Ocean Partners Management LP.
Reported ownership and control details
Form ADV · Filing date 2026-08-28 · Schedules A and B
| # | Owner / person & role | Interest in entity | Reported interest | Control person | Title / status acquired | Source |
|---|---|---|---|---|---|---|
| 1 | CROSS OCEAN PARTNERS MANAGEMENT GP LLCGENERAL PARTNERDomestic entity | CROSS OCEAN PARTNERS MANAGEMENT LP | Less than 5%Code NA | Yes | GENERAL PARTNER08/2016 | Schedule APDF page 154 |
| 2 | GRAHAM CAMPBELL GOLDSMITHCEO AND CHIEF INVESTMENT OFFICERIndividual | CROSS OCEAN PARTNERS MANAGEMENT LP | Less than 5%Code NA | Yes | CEO AND CHIEF INVESTMENT OFFICER08/2016 | Schedule APDF page 154 |
| 3 | GG MANAGERS LLCLIMITED PARTNERDomestic entity | CROSS OCEAN PARTNERS MANAGEMENT LP | 25% to less than 50%Code C | Yes | LIMITED PARTNER08/2016 | Schedule APDF page 154 |
| 4 | TRIDENT COPM HOLDINGS LLCLIMITED PARTNERDomestic entity | CROSS OCEAN PARTNERS MANAGEMENT LP | 25% to less than 50%Code C | Yes | LIMITED PARTNER08/2016 | Schedule APDF page 154 |
| 5 | ANDREW JONATHAN AITKENGLOBAL CHIEF OPERATING OFFICER AND CHIEF FINANCIAL OFFICER AND LIMITED PARTNERIndividual | CROSS OCEAN PARTNERS MANAGEMENT LP | Less than 5%Code NA | Yes | GLOBAL CHIEF OPERATING OFFICER AND CHIEF FINANCIAL OFFICER AND LIMITED PARTNER08/2016 | Schedule APDF page 154 |
| 6 | MATTHEW IAN RYMERU.S. CHIEF OPERATING OFFICER, GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICERIndividual | CROSS OCEAN PARTNERS MANAGEMENT LP | Less than 5%Code NA | No | U.S. CHIEF OPERATING OFFICER, GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER12/2016 | Schedule APDF page 154 |
| 7 | NICHOLAS CORTELYOU RENWICKSENIOR PORTFOLIO MANAGER, HEAD OF RESEARCH - U.S. AND LIMITED PARTNERIndividual | CROSS OCEAN PARTNERS MANAGEMENT LP | 5% to less than 10%Code A | No | SENIOR PORTFOLIO MANAGER, HEAD OF RESEARCH - U.S. AND LIMITED PARTNER11/2016 | Schedule APDF page 154 |
| 8 | CHRISTOPHER STEVEN ZANDERHEAD OF CROSS OCEAN EUROPE, CO- CHIEF INVESTMENT OFFICER AND LIMITED PARTNERIndividual | CROSS OCEAN PARTNERS MANAGEMENT LP | 5% to less than 10%Code A | Yes | HEAD OF CROSS OCEAN EUROPE, CO- CHIEF INVESTMENT OFFICER AND LIMITED PARTNER11/2016 | Schedule APDF page 154 |
| 9 | GRAHAM CAMPBELL GOLDSMITHMANAGING MEMBERIndividual | GG MANAGERS LLC | 75% or moreCode E | Yes | MANAGING MEMBER05/2015 | Schedule BPDF page 154 |
| 10 | GG MANAGERS LLCMEMBERDomestic entity | CROSS OCEAN PARTNERS MANAGEMENT GP LLC | 75% or moreCode E | Yes | MEMBER08/2015 | Schedule BPDF page 155 |
| 11 | TRIDENT VI, L.P.LIMITED PARTNERForeign entity | T-VI CO HOLDINGS LP | 75% or moreCode E | Yes | LIMITED PARTNER11/2017 | Schedule BPDF page 155 |
| 12 | TRIDENT COPM INTERMEDIATE LLCMEMBERDomestic entity | TRIDENT COPM HOLDINGS LLC | 25% to less than 50%Code C | Yes | MEMBER02/2016 | Schedule BPDF page 155 |
| 13 | TRIDENT CAPITAL VI, L.P.GENERAL PARTNERForeign entity | TRIDENT VI, L.P. | Percentage not specifiedCode F | Yes | GENERAL PARTNER07/2013 | Schedule BPDF page 155 |
| 14 | T-VI CO HOLDINGS LPMEMBERForeign entity | TRIDENT COPM HOLDINGS LLC | 25% to less than 50%Code C | Yes | MEMBER11/2017 | Schedule BPDF page 155 |
| 15 | T-VI PAR CO HOLDINGS LPMEMBERForeign entity | TRIDENT COPM INTERMEDIATE LLC | 75% or moreCode E | Yes | MEMBER11/2017 | Schedule BPDF page 155 |
| 16 | TRIDENT VI PARALLEL FUND, L.P.LIMITED PARTNERForeign entity | T-VI PAR CO HOLDINGS LP | 75% or moreCode E | Yes | LIMITED PARTNER11/2017 | Schedule BPDF page 155 |
| 17 | TRIDENT CAPITAL VI, LPGENERAL PARTNERForeign entity | TRIDENT VI PARALLEL FUND, L.P. | Percentage not specifiedCode F | Yes | GENERAL PARTNER07/2013 | Schedule BPDF page 155 |
Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.
Compliance & Disclosures
Filing dated 8/28/2026 6:16:42 PM
Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.
RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No
In the past ten years, have you or any advisory affiliate:
- A1Been convicted of or pleaded guilty or no contest to a felony?No
- A2Been charged with a felony?No
BMisdemeanors2 No
In the past ten years, have you or any advisory affiliate:
- B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
- B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No
Has the SEC or CFTC ever:
- C1Found you or an advisory affiliate made a false statement or omission?No
- C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
- C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
- C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No
Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:
- D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
- D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
- D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
- D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No
Has a self-regulatory organization or commodities exchange ever:
- E1Found you or an advisory affiliate made a false statement or omission?No
- E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
- E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
- FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
- GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No
(1) Court actions
Has a domestic or foreign court:
- H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
- H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
- H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No
(2) Pending civil proceedings
- H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.