Private Market View

CROSS STATE FINANCIAL GROUP LLC

Other · ALBUQUERQUE, NM

AUM
$103K
Portfolio companies
Recorded deals
Last investment

Key facts

  • CROSS STATE FINANCIAL GROUP LLC is a other based in ALBUQUERQUE, NM.
  • CROSS STATE FINANCIAL GROUP LLC reports $103K in regulatory assets under management, per its SEC Form ADV (2026-04).

Registered with the SEC

Form ADV · 2026-04 · CRD 282011
Regulatory AUM
$103K
Private fund assets
Private funds
Staff
10
Registered office
ALBUQUERQUE, NM
SEC status
Approved

Reports custody of client assets.

Source: SEC Investment Adviser Public Disclosure, Form ADV.

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Portfolio

Portfolio — not yet on record

No portfolio companies for CROSS STATE FINANCIAL GROUP LLC are on record yet. Positions surface from round participations, filings, and coverage.

Pro members can request priority coverage with a 48-hour turnaround.

Frequently asked

What is CROSS STATE FINANCIAL GROUP LLC's AUM?
CROSS STATE FINANCIAL GROUP LLC manages approximately $103K in assets.
CROSS STATE FINANCIAL GROUP LLC — Portfolio, Investments & Funds | Private Market View