111 Great Neck Road
Suite 210
Great Neck, New York 11021
Tel: 516-684-4040
CROSS SHORE CAPITAL MANAGEMENT, LLC, formally registered with the SEC as CROSS SHORE CAPITAL MANAGEMENT, LLC. The firm was established in 02/01/2006. They have over 1 offices throughout the country.
CROSS SHORE CAPITAL MANAGEMENT, LLC is a Great Neck, New York based Financial Planning firm with nearly $146,390,095 assets under management, offering retirement planning & investment advisory services to 7 clients. The firm is staffed with 6 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 136650 |
| SEC# | 801-65999 |
| Assets Managed by Firm | $146,390,095 |
| No. of Clients | 7 |
| No. of Advisors | 6 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 7 | $146,390,095 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $2,549,092,782,514 | 92898 | 3167 | |
| $1,661,286,615,154 | 189311 | 1305 | |
| $1,288,497,806,439 | 2184 | 6407 | |
| $869,677,370,186 | 306 | 221 | |
| $535,031,832,553 | 25406 | 492 |
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