CROSSPLANE CAPITAL MANAGEMENT, LP

750 North St. Paul Street
Suite 1000
Dallas, Texas 75201
Tel: 972-634-7595

About CROSSPLANE CAPITAL MANAGEMENT, LP

CROSSPLANE CAPITAL MANAGEMENT, LP, formally registered with the SEC as CROSSPLANE CAPITAL MANAGEMENT, LP. The firm was established in 07/19/2021. They have over 1 offices throughout the country.

CROSSPLANE CAPITAL MANAGEMENT, LP is a Dallas, Texas based Financial Planning firm with nearly $797,126,959 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	300646
SEC#	801-121808
Assets Managed by Firm	$797,126,959
No. of Clients	4
No. of Advisors	17

Fee Structure

A percentage of AUM
Performance Based
Other (PASS THROUGH OF INVESTMENT MANAGER EXPENSES)

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	4	$797,126,959

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