Adviser Profile

As of Date 03/22/2021
Registration status Registration Changed to CROSS BORDER INVESTMENT MANAGEMENT LLC
ADV Location BELLEVUE, WA, United States
Websites
AUM* 137,297,379
of that, discretionary 137,297,379
Number of Employees 5
of those in investment advisory functions 5
Private Fund GAV* 0
Avg Account Size 34,324,345
SMA’s No
Private Funds 0 2

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

154M 132M 110M 88M 66M 44M 22M
2019 2020 2021
Discretionary
Non-discretionary

Private Funds

Employees