Cross Creek Fund Advisors, LLC (Houma)

Name: Cross Creek Fund Advisors, LLC
Address: 315 Barrow Street, Houma, LA, 70360
Telephone: 985-876-0288

Cross Creek Fund Advisors, LLC is an adviser based in Houma. It manages $38.3 million of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of California and Louisiana.

Cross Creek Fund Advisors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cross Creek Fund Advisors: assets under management

The assets under management (AUM) of Cross Creek Fund Advisors, LLC is $38.3 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $38.3 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.79 million each.

Cross Creek Fund Advisors has custody of $38.3 million in cash and securities for 8 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cross Creek Fund Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Cross Creek Fund Advisors, LLC

Brian Joseph Oliver has been acting as President since 1 Jun 2009. Brian Robichaux joined the executive team most recently as the Evp, Cco.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Timothy John Thompson	Chief executive officer	1 Jun 2009	50% - 75%	6512067
Brian Joseph Oliver	President	1 Jun 2009	50% - 75%	6512070
Brian Robichaux	Evp, cco	1 Jun 2015	Other	6531641

Based in Houma

The principal office where Cross Creek Fund Advisors, LLC performs its advisory services is located at 315 Barrow Street, Houma, LA 70360, which is also the mailing address of the firm. An additional office of the firm is in West Hollywood, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 985-876-0288 or by fax 985-876-0288. The normal business hours are 8 am - 5 pm on Monday - Friday. You can find more information about the New York firm at crosscreekpictures.com.