Cross Shore Capital Management provides portfolio management for pooled vehicles and selecting other managers. The firm advises 6 private funds.
Cross Shore Capital Management reports 6 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($147M across 6 accounts) are managed with discretion. Of its clients, 16% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 6 | $147M | 100.0% | $24.5M |
| Total | 6 | $147M | 100% | $24.5M |
- Clients
- 6
- Regulatory AUM
- $147M
- AUM share
- 100.0%
- Avg. per client
- $24.5M
Total
- Clients
- 6
- Regulatory AUM
- $147M
- AUM share
- 100%
- Avg. per client
- $24.5M
- Clients outside the U.S.
- 16%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 6
Cross Shore Capital Management is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Victor Linell owns 25% to 50% of Cross Shore Capital Management. The leadership team of Cross Shore Capital Management includes Chief Financial Officer Kamyar Nassi and Chief Compliance Officer Alexandra Lyras. It has 5 employees, 2 of them in advisory roles.
Leadership
- Kamyar NassiChief Financial Officer
- Alexandra LyrasChief Compliance Officer
- Benjamin BloomstoneManaging Member
- Neil KuttnerManaging Member
- Victor LinellManaging Member
Staff
- 5 employees
- 2 in advisory functions
- 3 soliciting firms
- Owns 25% to 50% of Cross Shore Capital Management, LLC
Victor Linell
Control person · since November 2002
- Owns 25% to 50% of Cross Shore Capital Management, LLC
Benjamin Bloomstone
Control person · since March 2003
Cross Shore Capital Management’s regulatory assets fell from $241M (March 2021) to $147M (March 2026); clients fell from 7 to 6 and employees from 7 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $147M | 6 | 5 | 1 |
| March 2025 | $135M | 6 | 5 | 1 |
| March 2024 | $146M | 7 | 6 | 1 |
| March 2023 | $158M | 7 | 6 | 1 |
| March 2022 | $244M | 7 | 7 | 1 |
| March 2021 | $241M | 7 | 7 | 1 |
Besides its headquarters, Cross Shore Capital Management has 0 offices, with 1 listed address in New York.
New York · 1 listed address
- 111 Great Neck Road, Suite 413, Great NeckHQ
Contact and registration details
- Legal name
- Cross Shore Capital Management, LLC
- Headquarters
- 111 Great Neck Road, Suite 413, Great Neck, NY 11021
- Website
- Not reported
- Phone
- 516-684-4040
- SEC file
- 801-65999
- Structure
- Delaware LLC
- Fiscal year end
- December
Cross Shore Capital Management has custody of client assets.
How many clients does Cross Shore Capital Management have?
Cross Shore Capital Management has 6 clients and manages $147 million for them, as of March 2026. They include 6 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 March 2026
What services does Cross Shore Capital Management offer?
Cross Shore Capital Management provides portfolio management for pooled vehicles and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Cross Shore Capital Management have?
Cross Shore Capital Management has 0 investment adviser representatives registered with state securities authorities, out of 5 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Cross Shore Capital Management?
Cross Shore Capital Management’s direct owners are Victor Linell and Benjamin Bloomstone, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 23 March 2026
How does Cross Shore Capital Management get paid?
Cross Shore Capital Management is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Cross Shore Capital Management?
Cross Shore Capital Management’s main office is at 111 Great Neck Road, Suite 413, Great Neck, NY 11021. Its phone number is 516-684-4040.