Firm profile

CROSSINGBRIDGE ADVISORS, LLC

PLEASANTVILLE, NYCRD 286594Latest ADV March 30, 2026

Crossingbridge Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Pleasantville, NY. Its latest Form ADV filing, dated March 30, 2026, reports $4.2B in regulatory assets under management, 16 employees, and 49 accounts.

Assets Under Management
$4.2B
Employees
16
Offices
--
Total Clients
49
Primary office
PLEASANTVILLE, NY
427 BEDFORD ROAD, SUITE 220, PLEASANTVILLE, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCOIsrael Adler
CFOJonathan S. Barkoe

Advisory services offered

4 types reported
Portfolio management for businesses
Portfolio management for individuals and small businesses
Portfolio management for investment companies

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentHNWI represent 55.1% of total clients.
Top client categories% of clientsClients
1
HNWI
55.1%
27
2
Investment Cos.
20.4%
10
3
Corporations
20.4%
10
4
Pooled Investment Vehicles
2.0%
1
5
Insurance Cos.
2.0%
1

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$4.2Bas of March 30, 2026
Discretionary100.0%
$4.2B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$4.2B
Total Accounts49
10Y AUM Change+$4.2B

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees16
Clients per Employee3:1
10Y Employee Change+11 (+220.0%)

* 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.