Crossbeam Venture Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 31, 2026, reports $508M in regulatory assets under management, 6 employees, 1 office, and 13 accounts.
Assets Under Management
$508M
Employees
6
Offices
1 office
Total Clients
13
Primary office
NEW YORK, NY
477 MADISON AVENUE, 8TH FLOOR, NEW YORK, NY, United States
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 92.3% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
92.3%
12
2
1
7.7%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$508Mas of March 31, 2026
Discretionary88.2%
$448M
88% of total RAUM88.2%
Non-discretionary11.8%
$60M
12% of total RAUM11.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$508M
Total Accounts13
10Y AUM Change+$85M (+20.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee2:1
10Y Employee Change+2 (+50.0%)
* 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.