Cross Keys Securities Limited Partnership (Baltimore)

Cross Keys Securities Limited Partnership is a large advisory firm based in Baltimore. It manages $72.61 million of regulatory assets for 64 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Maryland.

Cross Keys Securities Limited Partnership provides pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cross Keys Securities Limited Partnership: assets under management

The assets under management (AUM) of Cross Keys Securities Limited Partnership is $72.61 million. The company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Cross Keys Securities Limited Partnership for their services and products based on commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Cross Keys Securities Limited Partnership

John Robert Sachs has been acting as President since 1 Nov 1999. Joann Denise Sachs joined the executive team most recently as the Executive Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Robert Sachs	President	1 Nov 1999	Other	826448
Joann Denise Sachs	Executive vice president	1 Nov 1999	Other	1508558
Richard Landau Pearlstone	Ceo	1 Nov 1999	Other	xxx-xx-xxxx
Esther Siegel Pearlstone	Secretary/treasurer	1 Nov 1999	Other	xxx-xx-xxxx
Cross Keys Merger Corp	General partner	1 Nov 1999	75% - 100%	00-0000000
National Financial Partners Corp	Limited partner	1 Nov 1999	Other	13-4029115

Indirect Owners

The SEC currently registers 10 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Lp Apollo Investment Fund Iv	Shareholder	1 Nov 1999	75% - 100%	13-3985622
Brenda Blythe Trust	Shareholder	1 Nov 1999	25% - 50%	00-0000000
Lp Apollo Advisors Iv	Partner	1 Nov 1999	Other	13-3582975
New York State Common Retirement Fund	Partner	1 Nov 1999	25% - 50%	00-0000000
Public Employees Retirement Assn Of Colorado	Partner	1 Nov 1999	25% - 50%	00-0000000
State Board Of Administration Of Florida On Behalf Of The Florida Retirement System	Partner	1 Nov 1999	25% - 50%	00-0000000
Teachers Retirement System Of Louisiana	Partner	1 Nov 1999	25% - 50%	00-0000000
Lp ("Apollo Fund") Apollo Investment Fund Iv	Shareholder	1 Nov 1999	25% - 50%	13-3985622
Lp ("Apollo Advisors") Apollo Advisors Iv	General partner	1 Nov 1999	Other	13-3582975
Inc Apollo Capital Management Iv	General partner	1 Nov 1999	Other	13-3983721

Based in Baltimore

The principal office where Cross Keys Securities Limited Partnership performs its advisory services is located at Village Sq Ii Ste 212, Baltimore, MD 21210, which is also the mailing address of the firm. An additional office of the firm is in Aventura, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 410-532-2264 or by fax 410-532-9517. The normal business hours are 9:00 am - 4:30 pm on Monday - Friday.