Crossbe
Crossbe is a private fund (series llc) organized in Texas, United States and advised by Ehrenberg Chesler Investment Advisors LLC. Its adviser reported $3,850,000 in gross assets for the fund on Form ADV, filed Jul 8, 2024. It reported 11 beneficial owners. The filing does not set a minimum investment. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors.
- Gross assets
- $3,850,000As reported on Form ADV
- Beneficial owners
- 11
- Minimum investment
- None set
- Who can invest
- Accredited investorsSection 3(c)(1): up to 100 owners
- Fund type
- Private fundSERIES LLC
- Domicile
- Texas, United States
- Custodian
- Susser Bank; IBC
- Adviser
- Ehrenberg Chesler Investment Advisors LLC · SAN Antonio, TX · CRD 168591
- Reported on
- Jul 8, 2024Adviser's Form ADV
From SEC filings, not verified. This information is republished from the adviser's Form ADV (Schedule D, Section 7.B.(1)) in the SEC's public Form ADV data, which currently runs through filings made by Dec 26, 2024. Figures are as of the adviser's filing and may have changed since. It is not an offer, solicitation or recommendation, AltMountain has not reviewed the fund, and gross assets are not performance. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about Crossbe
What is the minimum investment for Crossbe?
Its adviser's Form ADV, filed Jul 8, 2024, does not set a minimum investment for Crossbe. The offering documents may still require one.
Who can invest in Crossbe?
Crossbe is generally open only to accredited investors, and it may have no more than 100 beneficial owners because it relies on Section 3(c)(1).
How large is Crossbe?
Its adviser reported $3,850,000 in gross assets on Form ADV filed Jul 8, 2024. Gross assets include borrowed money and are not the same as net assets or performance.
Who manages Crossbe?
Crossbe is advised by Ehrenberg Chesler Investment Advisors LLC, based in SAN Antonio, TX.