Crossingbridge Advisors, Llc
- Regulatory AUM
- $4.2B
- Discretionary
- $4.2B
- Clients
- 49
- Avg AUM / client
- $85.3M
- Accounts
- 49
- Employees
- 16
AUM over time
Annual snapshots from Form ADV filings · as of Jun 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 27 | $74.3M | 1.78% |
| Investment companies | 10 | $3.7B | 88.6% |
| Pooled investment vehicles (non-investment companies) | 1 | $131M | 3.13% |
| Insurance companies | 1 | $128M | 3.05% |
| Corporations and other businesses | 10 | $144M | 3.44% |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Barkoe, Jonathan, Seth | Chief Financial Officer And Chief Compliance Officer | Dec 2016 (10y) | Less than 5% | |
| Sherman, David, K (Mi Only) | Manager | Dec 2016 (10y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Endi Corp. | Owner | Aug 2022 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/29/2026 | 1.04 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Northern Trust $134M (3% of AUM) Jun 2026
- U.S. Bank $87.5M (2% of AUM) Jun 2026
- City National Bank $21.4M (1% of AUM) Jun 2025
- Fidelity $16.0M (0% of AUM) Jun 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 29, 2026.
View current Form ADV (SEC/IAPD) ↗