Data / Investment advisers / New York / Cross Shore Capital Management, LLC
Cross Shore Capital Management, LLC, Great Neck, NY: $147 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Cross Shore Capital Management, LLC is an SEC registered investment adviser with its main office in Great Neck, New York and reports $147 million in regulatory assets under management in its Form ADV filed March 23, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 6 private funds.
The request: Watch Cross Shore Capital Management, LLC (CRD number 136650): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 136650
- SEC file number
- 801-65999
- SEC status
- Approved, effective February 1, 2006
- Main office
- 111 Great Neck Road Suite 413, Great Neck, NY 11021
- Phone
- (516) 684-4040
- Website
- xshorecap.com
- Regulatory AUM
- $147,092,605 in the Form ADV filed March 23, 2026
- Discretionary AUM
- $147,092,605
- Accounts
- 6
- Employees
- 5, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 6: 3 hedge funds, 3 private equity funds
- Gross assets of private funds
- $193,560,791
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 23, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 6 | $147.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $147.1 million | March 23, 2026 |
| December 1, 2025 | $134.5 million | March 19, 2025 |
Other advisers in Great Neck
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Stone Hill Fiduciary Management, LLC | Great Neck | $2.79 billion | Not listed | adviserinfo.sec.gov |
| Palumbo Wealth Management LLC | Great Neck | $543.4 million | Not listed | adviserinfo.sec.gov |
| Legeis Capital Advisors, LLC | Great Neck | $497.4 million | 3 | adviserinfo.sec.gov |
| Sag Harbor Capital Management, LLC | Great Neck | $427.2 million | 2 | adviserinfo.sec.gov |
| Kutz and Company Inc. | Great Neck | $115.4 million | Not listed | adviserinfo.sec.gov |
| Rga Investment Advisors, LLC | Great Neck | $101.1 million | 5 | adviserinfo.sec.gov |
| The Wealthplan LLC | Great Neck | $87.5 million | Not listed | adviserinfo.sec.gov |
| C & C Financial Services, Inc. | Great Neck | $66.2 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Great Neck, NY
- Investment advisers in New York
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Cross Shore Capital Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.