{"url":"https://nivawealth.com/firms/cross-shore-capital-management-136650","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/136650","regulatoryAum":147092605,"crd":"136650","history":[{"filedOn":"2021-03-26","regulatoryAum":240949976,"clients":7,"employees":7,"offices":1},{"filedOn":"2022-03-09","regulatoryAum":243889031,"clients":7,"employees":7,"offices":1},{"filedOn":"2023-03-22","regulatoryAum":158133943,"clients":7,"employees":6,"offices":1},{"filedOn":"2024-03-18","regulatoryAum":146390095,"clients":7,"employees":6,"offices":1},{"filedOn":"2025-03-19","regulatoryAum":134532633,"clients":6,"employees":5,"offices":1},{"filedOn":"2026-03-23","regulatoryAum":147092605,"clients":6,"employees":5,"offices":1}],"secFileNumber":"801-65999","legalName":"Cross Shore Capital Management, LLC","displayName":"Cross Shore Capital Management","slug":"cross-shore-capital-management-136650","website":null,"classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"linkedinUrl":"https://www.linkedin.com/company/cross-shore-capital-managment-llc/","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"111 Great Neck Road, Suite 413","city":"Great Neck","state":"NY","stateName":"New York","country":"United States","postalCode":"11021"},"tradeNames":[],"registration":{"secApproved":"1 February 2006","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":5,"advisory":2,"brokerDealerReps":0,"insuranceAgents":0,"promoters":3},"aum":{"regulatory":147092605,"discretionary":147092605,"discretionaryAccounts":6,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":16,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":6,"regulatoryAum":147092605}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Cross Shore Capital Management has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Kamyar Nassi","title":"Chief Financial Officer","crd":"8060814"},{"name":"Alexandra Lyras","title":"Chief Compliance Officer","crd":"6456631"},{"name":"Benjamin Bloomstone","title":"Managing Member","crd":"1203811"},{"name":"Neil Kuttner","title":"Managing Member","crd":"1289152"},{"name":"Victor Linell","title":"Managing Member","crd":"1292330"}],"ownership":[{"label":"Victor Linell","detail":"Managing member in the 25% to 50% ownership band and a control person, since November 2002."},{"label":"Benjamin Bloomstone","detail":"Managing member in the 25% to 50% ownership band and a control person, since March 2003."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"New York","offices":1,"addresses":[{"street":"111 Great Neck Road, Suite 413","city":"Great Neck","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"516-684-4040","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)","Selection of other advisers (including private fund managers)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":6},"sources":{"adv1FilingDate":"23 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/136650/PDF/136650.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Cross Shore Capital Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Cross Shore Capital Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Cross Shore Capital Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Cross Shore Capital Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Cross Shore Capital Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Cross Shore Capital Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 23 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}