CROSSINGBRIDGE ADVISORS, LLC

427 Bedford Road, Suite 220
Pleasantville, New York 10570
Tel: (914) 741-1515

About CROSSINGBRIDGE ADVISORS, LLC

CROSSINGBRIDGE ADVISORS, LLC, formally registered with the SEC as CROSSINGBRIDGE ADVISORS, LLC. The firm was established in 02/27/2017. They have over 1 offices throughout the country.

CROSSINGBRIDGE ADVISORS, LLC is a Pleasantville, New York based Financial Planning firm with nearly $2,780,687,250 assets under management, offering retirement planning & investment advisory services to 16 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	286594
SEC#	801-110043
Assets Managed by Firm	$2,780,687,250
No. of Clients	16
No. of Advisors	14

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	16	$2,780,687,250
High net worth individuals	4	$30,026,915
Corporations or other businesses	3	$43,848,320

More Retirement Planning firms in Pleasantville, New York:

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J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
BLACKROCK ADVISORS, LLC 50 Hudson Yards New York, NY, 10001	$869,677,370,186	306	221
MORGAN STANLEY INVESTMENT MANAGEMENT INC. 1585 Broadway New York, NY, 10036	$535,031,832,553	25406	492

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