Crosscap Management, Inc. (Houston)

Crosscap Management, Inc. is an adviser based in Houston. It manages $54 million of regulatory assets for 19 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Texas.

Crosscap Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Crosscap Management: assets under management

The assets under management (AUM) of Crosscap Management, Inc. is $54 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -1% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $54 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.84 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Crosscap Management, Inc. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Crosscap Management, Inc.

Brady Evans Crosswell has been acting as President since 1 Jan 2000. Douglas John Jegi joined the executive team most recently as the Coo, Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Brady Evans Crosswell	President	1 Jan 2000	50% - 75%	4458563
Henry Markley Crosswell	Vice-president	1 Jan 2000	50% - 75%	4458566
Douglas John Jegi	Coo, chief compliance officer	1 Sep 2004	Other	2167031

Based in Houston

The principal office where Crosscap Management, Inc. performs its advisory services is located at 5851 San Felipe, Houston, TX 77057, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.