Crosslink Capital, Inc. is a large advisory firm based in San Francisco. It manages $1.99 billion of regulatory assets for 22 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.
Crosslink Capital provides 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 Crosslink Capital, Inc. is $1.99 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 119% since the beginning of its operation, and $33.51 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Crosslink Capital, 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.
The only and largest group of clients of Michael Joseph Stark is pooled investment vehicles with 22 clients and $1.99 billion of assets under management. Among the 10 most similar advisory firms, Crosslink Capital has the 3rd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $1.99 billion for 22 clients. 14% of the firm’s clients are foreign persons or businesses.
Crosslink Capital also advises several private funds. Namely, six hedge funds and fifteen venture capital funds. The minimum investment commitment required of non-related persons ranges from $1 to $3,000,000.
The company employs 33 people that are either part- or full-time employees. 52 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Crosslink Capital, Inc. is owned by Seymour Franklin Kaufman. Michael Joseph Stark has been acting as President since 1 Jan 1999. Mihaly Zoltan Szigeti joined the executive team most recently as the Partner; Chief Financial Officer; Chief Compliance Officer.
The principal office where Crosslink Capital, Inc. performs its advisory services is located at Two Embarcadero Center, Suite 2200, San Francisco, CA 94111, which is also the mailing address of the firm. An additional office of the firm is in Woodside, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-617-1800 or by fax 415-617-1801. The normal business hours are 7:30am to 5:30pm on Monday - Friday. You can find more information about the New York firm at crosslinkcapital.com and its LinkedIn profile.