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CROSS SHORE CAPITAL MANAGEMENT, LLC

111 Great Neck Road
Suite 210
Great Neck, New York 11021
Tel: 516-684-4040

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About CROSS SHORE CAPITAL MANAGEMENT, LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#136650
SEC#801-65999
Assets Managed by Firm$146,390,095
No. of Clients7
No. of Advisors6

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total7$146,390,095

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