Crossover Capital Brands LLC

Overview

Crossover Capital Brands LLC is a privately owned investment firm specializing in venture capital investments across various stages and industries. The firm offers both discretionary and non-discretionary investment advisory services to retail investors, focusing on providing diversified access to the private technology sector. Their investment approach encompasses a wide range of stages, from pre-seed to pre-IPO, and spans multiple industries, including technology, healthcare, financial services, consumer goods, energy, media, telecommunications, retail, transportation, education, real estate, manufacturing, agriculture, biotechnology, and pharmaceuticals. Established in 2023, Crossover Capital Brands LLC is headquartered in Yardley, Pennsylvania. As of December 31, 2024, the firm managed approximately $150 million in assets for around 323 clients, with a significant portion managed on a discretionary basis. The firm's investment strategy is designed to meet the working capital demands associated with new opportunities, aiming to build lasting value for its clients. Crossover Capital Brands LLC is registered with the U.S. Securities and Exchange Commission as an investment adviser. The firm maintains a flat and nimble organizational structure, allowing clients direct access to principals. This structure is intended to provide clients with personalized service and tailored investment solutions that align with their specific financial goals and objectives.

Investment Focus

• Diversified access to the private technology sector
• Investments across various stages from pre-seed to pre-IPO
• Focus on multiple industries including technology, healthcare, financial services, consumer goods, energy, media, telecommunications, retail, transportation, education, real estate, manufacturing, agriculture, biotechnology, and pharmaceuticals