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.
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 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. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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.
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.
You can reach the main office by calling the phone number 713-781-1000 or by fax 713-781-1035. The normal business hours are 8-5 on Monday - Friday.