CROSSROADS INVESTMENT COMPANY L.P.
CRD #106148 SEC #801-51580 DALLAS, TX 214-698-2774
SEC Registered
Total AUM
$428.5M
Discretionary
$428.5M
Employees
5
Clients
--
Accounts
19
Firm Details
- Organization Type
- Partnership
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 19, 2005
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BUSER, JOHN, PAUL | I | CHIEF OPERATING OFFICER AND CHIEF FINANCIAL OFFICER | NA | |
| BUSER, JOHN, PAUL | I | CHIEF OPERATING OFFICER AND CHIEF FINANCIAL OFFICER | NA | |
| BUSER, JOHN, PAUL | I | CHIEF OPERATING OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| BUSER, JOHN, PAUL | I | CHIEF OPERATING OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| HEPPNER, BRADLEY, KEITH | I | CHAIRMAN AND CHIEF EXECUTIVE OFFICER | NA | Control |
| HEPPNER, BRADLEY, KEITH | I | CHAIRMAN AND CHIEF EXECUTIVE OFFICER | NA | Control |
| HEPPNER, BRADLEY, KEITH | I | CHAIRMAN AND CHIEF EXECUTIVE OFFICER | NA | Control |
| HEPPNER, BRADLEY, KEITH | I | CHAIRMAN AND CHIEF EXECUTIVE OFFICER | NA | Control |
| HEPPNER, BRADLEY, KEITH | I | CHAIRMAN AND CHIEF EXECUTIVE OFFICER | NA | Control |
| HEPPNER, BRADLEY, KEITH | I | CHAIRMAN AND CHIEF EXECUTIVE OFFICER | NA | Control |
| HEPPNER, BRADLEY, KEITH | I | CHAIRMAN AND CHIEF EXECUTIVE OFFICER | NA | Control |
| HEPPNER, BRADLEY, KEITH | I | CHAIRMAN AND CHIEF EXECUTIVE OFFICER | NA | Control |
| LEMOND, BEVERLY, RIGGALL | I | CHIEF COMPLIANCE OFFICER | NA | |
| LEMOND, BEVERLY, RIGGALL | I | CHIEF COMPLIANCE OFFICER | NA | |
| LEMOND, BEVERLY, RIGGALL | I | CHIEF COMPLIANCE OFFICER | NA | |
| LEMOND, BEVERLY, RIGGALL | I | CHIEF COMPLIANCE OFFICER | NA | |
| THE CROSSMARK GROUP, L.P. | DE | GENERAL AND LIMITED PARTNER | E | Control |
| THE CROSSMARK GROUP, L.P. | DE | GENERAL AND LIMITED PARTNER | E | Control |
| THE CROSSMARK GROUP, L.P. | DE | GENERAL AND LIMITED PARTNER | E | Control |
| THE CROSSMARK GROUP, L.P. | DE | GENERAL AND LIMITED PARTNER | E | Control |
| THE CROSSMARK GROUP, L.P. | DE | GENERAL AND LIMITED PARTNER | E | Control |
| THE CROSSROADS GROUP, L.P. | DE | GENERAL AND LIMITED PARTNER | D | Control |
| THE CROSSROADS GROUP, L.P. | DE | GENERAL AND LIMITED PARTNER | D | Control |
| THE CROSSROADS GROUP, L.P. | DE | GENERAL AND LIMITED PARTNER | D | Control |
| PAUAHI MANAGEMENT CORPORATION | DE | LIMITED PARTNER | C | |
| PAUAHI MANAGEMENT CORPORATION | DE | LIMITED PARTNER | C | |
| PAUAHI MANAGEMENT CORPORATION | DE | LIMITED PARTNER | C | |
| CROSSMARK INTERESTS, L.P. | DE | LIMITED PARTNER | B | |
| CROSSMARK INTERESTS, L.P. | DE | LIMITED PARTNER | B | |
| CROSSMARK INTERESTS, L.P. | DE | LIMITED PARTNER | B | |
| CROSSMARK INTERESTS, L.P. | DE | LIMITED PARTNER | B | |
| CROSSMARK INTERESTS, L.P. | DE | LIMITED PARTNER | B | |
| CROSSROADS INTERESTS, L.P. | DE | LIMITED PARTNER | A | |
| CROSSROADS INTERESTS, L.P. | DE | LIMITED PARTNER | A | |
| CROSSROADS INTERESTS, L.P. | DE | LIMITED PARTNER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CROSSMARK CONSOLIDATED COMPANIES, L.L.C. | DE | THE CROSSMARK GROUP, L.P. | F | Control |
| CROSSMARK CONSOLIDATED COMPANIES, L.L.C. | DE | THE CROSSMARK GROUP, L.P. | F | Control |
| CROSSMARK CONSOLIDATED COMPANIES, L.L.C. | DE | THE CROSSMARK GROUP, L.P. | F | Control |
| CROSSMARK CONSOLIDATED COMPANIES, L.L.C. | DE | THE CROSSMARK GROUP, L.P. | F | Control |
| CROSSMARK CONSOLIDATED COMPANIES, L.L.C. | DE | THE CROSSMARK GROUP, L.P. | F | Control |
| CROSSMARK CONSOLIDATED HOLDINGS GP, L.L.C. | DE | CROSSMARK CONSOLIDATED HOLDINGS, L.P. | F | Control |
| CROSSMARK CONSOLIDATED HOLDINGS GP, L.L.C. | DE | CROSSMARK CONSOLIDATED HOLDINGS, L.P. | F | Control |
| CROSSMARK CONSOLIDATED HOLDINGS GP, L.L.C. | DE | CROSSMARK CONSOLIDATED HOLDINGS, L.P. | F | Control |
| CROSSMARK CONSOLIDATED HOLDINGS GP, L.L.C. | DE | CROSSMARK CONSOLIDATED HOLDINGS, L.P. | F | Control |
| CROSSMARK CONSOLIDATED HOLDINGS GP, L.L.C. | DE | CROSSMARK CONSOLIDATED HOLDINGS, L.P. | F | Control |
| CROSSMARK GP HOLDINGS II, L.L.C. | DE | CRLP HOLDINGS II, L.P. | F | |
| CROSSMARK GP HOLDINGS II, L.L.C. | DE | CRLP HOLDINGS II, L.P. | F | |
| CROSSMARK GP HOLDINGS II, L.L.C. | DE | CRLP HOLDINGS II, L.P. | F | |
| CROSSMARK GP HOLDINGS II, L.L.C. | DE | CRLP HOLDINGS II, L.P. | F | |
| CROSSMARK GP HOLDINGS II, L.L.C. | DE | CRLP HOLDINGS II, L.P. | F | |
| CROSSMARK INTERESTS GP, L.L.C. | DE | CROSSMARK INTERESTS, L.P. | F | Control |
| CROSSMARK INTERESTS GP, L.L.C. | DE | CROSSMARK INTERESTS, L.P. | F | Control |
| CROSSMARK INTERESTS GP, L.L.C. | DE | CROSSMARK INTERESTS, L.P. | F | Control |
| CROSSMARK INTERESTS GP, L.L.C. | DE | CROSSMARK INTERESTS, L.P. | F | Control |
| CROSSMARK INTERESTS GP, L.L.C. | DE | CROSSMARK INTERESTS, L.P. | F | Control |
| CROSSROADS CONSOLIDATED COMPANIES, L.L.C. | DE | THE CROSSROADS GROUP, L.P., CROSSROADS INTERESTS, L.P., AND CROSSROADS CONSOLIDATED HOLDINGS, L.P. | F | Control |
| CROSSROADS CONSOLIDATED COMPANIES, L.L.C. | DE | THE CROSSROADS GROUP, L.P., CROSSROADS INTERESTS, L.P., AND CROSSROADS CONSOLIDATED HOLDINGS, L.P. | F | Control |
| CROSSROADS CONSOLIDATED COMPANIES, L.L.C. | DE | THE CROSSROADS GROUP, L.P. | F | Control |
| CROSSROADS CONSOLIDATED HOLDINGS GP, L.L.C. | DE | CROSSROADS CONSOLIDATED HOLDINGS, L.P. | F | Control |
| CROSSROADS INTERESTS GP, L.L.C. | DE | CROSSROADS INTERESTS, L.P. | F | Control |
| HIGHLAND CONSOLIDATED INVESTMENT COUNSELORS, L.L.C. | DE | CROSSMARK CONSOLIDATED COMPANIES, L.L.C., CROSSMARK INTERESTS GP, L.L.C, AND CROSSMARK CONSOLIDATED HOLDINGS GP, L.L.C. | F | Control |
| HIGHLAND CONSOLIDATED INVESTMENT COUNSELORS, L.L.C. | DE | CROSSMARK CONSOLIDATED COMPANIES, L.L.C., CROSSMARK INTERESTS GP, L.L.C, AND CROSSMARK CONSOLIDATED HOLDINGS GP, L.L.C. | F | Control |
| HIGHLAND CONSOLIDATED INVESTMENT COUNSELORS, L.L.C. | DE | CROSSMARK CONSOLIDATED COMPANIES, L.L.C., CROSSMARK INTERESTS GP, L.L.C, AND CROSSMARK CONSOLIDATED HOLDINGS GP, L.L.C. | F | Control |
| HIGHLAND CONSOLIDATED INVESTMENT COUNSELORS, L.L.C. | DE | CROSSMARK CONSOLIDATED COMPANIES, L.L.C., CROSSMARK INTERESTS GP, L.L.C, AND CROSSMARK CONSOLIDATED HOLDINGS GP, L.L.C. | F | Control |
| HIGHLAND CONSOLIDATED INVESTMENT COUNSELORS, L.L.C. | DE | CROSSMARK CONSOLIDATED COMPANIES, L.L.C., CROSSMARK INTERESTS GP, L.L.C, AND CROSSMARK CONSOLIDATED HOLDINGS GP, L.L.C. | F | Control |
| HIGHLAND CONSOLIDATED INVESTMENTS, L.L.C. | DE | HIGHLAND CONSOLIDATED, L.P. | F | Control |
| HIGHLAND CONSOLIDATED INVESTMENTS, L.L.C. | DE | HIGHLAND CONSOLIDATED, L.P. | F | Control |
| HIGHLAND CONSOLIDATED INVESTMENTS, L.L.C. | DE | HIGHLAND CONSOLIDATED, L.P. | F | Control |
| HIGHLAND CONSOLIDATED INVESTMENTS, L.L.C. | DE | HIGHLAND CONSOLIDATED, L.P. | F | Control |
| HIGHLAND CONSOLIDATED INVESTMENTS, L.L.C. | DE | HIGHLAND CONSOLIDATED, L.P. | F | Control |
| HIGHLAND CONSOLIDATED INVESTMENTS, L.L.C. | DE | HIGHLAND CONSOLIDATED, L.P. | F | Control |
| HIGHLAND CONSOLIDATED INVESTMENTS, L.L.C. | DE | HIGHLAND CONSOLIDATED, L.P. | F | Control |
| HIGHLAND CONSOLIDATED INVESTMENTS, L.L.C. | DE | HIGHLAND CONSOLIDATED, L.P. | F | Control |
| HIGHLAND INVESTMENT & BUSINESS COUNSELORS, L.L.C. | DE | CROSSROADS CONSOLIDATED COMPANIES, L.L.C., CROSSROADS INTERESTS GP, L.L.C, AND CROSSROADS CONSOLIDATED HOLDINGS GP, L.L.C. | F | Control |
| BISHOP HOLDINGS CORP. | DE | PAUAHI MANAGEMENT CORPORATION | E | |
| BISHOP HOLDINGS CORP. | DE | PAUAHI MANAGEMENT CORPORATION | E | |
| BISHOP HOLDINGS CORP. | DE | PAUAHI MANAGEMENT CORPORATION | E | |
| CRLP HOLDINGS II, L.P. | DE | CROSSMARK INTERESTS, L.P. AND THE CROSSMARK GROUP, L.P. | E | |
| CRLP HOLDINGS II, L.P. | DE | CROSSMARK INTERESTS, L.P. AND THE CROSSMARK GROUP, L.P. | E | |
| CRLP HOLDINGS II, L.P. | DE | CROSSMARK INTERESTS, L.P. AND THE CROSSMARK GROUP, L.P. | E | |
| CRLP HOLDINGS II, L.P. | DE | CROSSMARK INTERESTS, L.P. AND THE CROSSMARK GROUP, L.P. | E | |
| CRLP HOLDINGS II, L.P. | DE | CROSSMARK INTERESTS, L.P. AND THE CROSSMARK GROUP, L.P. | E | |
| CROSSMARK CONSOLIDATED HOLDINGS, L.P. | DE | CRLP HOLDINGS II, L.P. AND CROSSMARK GP HOLDINGS II, L.L.C. | E | |
| CROSSMARK CONSOLIDATED HOLDINGS, L.P. | DE | CRLP HOLDINGS II, L.P. AND CROSSMARK GP HOLDINGS II, L.L.C. | E | |
| CROSSMARK CONSOLIDATED HOLDINGS, L.P. | DE | CRLP HOLDINGS II, L.P. AND CROSSMARK GP HOLDINGS II, L.L.C. | E | |
| CROSSMARK CONSOLIDATED HOLDINGS, L.P. | DE | CRLP HOLDINGS II, L.P. AND CROSSMARK GP HOLDINGS II, L.L.C. | E | |
| CROSSMARK CONSOLIDATED HOLDINGS, L.P. | DE | CRLP HOLDINGS II, L.P. AND CROSSMARK GP HOLDINGS II, L.L.C. | E | |
| CROSSROADS CONSOLIDATED HOLDINGS, L.P. | DE | CROSSROADS INTERESTS, L.P. AND THE CROSSROADS GROUP, L.P. | E | |
| CROSSROADS CONSOLIDATED HOLDINGS, L.P. | DE | CROSSROADS INTERESTS, L.P. AND THE CROSSROADS GROUP, L.P. | E | |
| CROSSROADS CONSOLIDATED HOLDINGS, L.P. | DE | CROSSROADS INTERESTS, L.P. AND THE CROSSROADS GROUP, L.P. | E | |
| HEPPNER, BRADLEY, KEITH | I | HIGHLAND CONSOLIDATED INVESTMENTS, L.L.C. | E | Control |
| HEPPNER, BRADLEY, KEITH | I | HIGHLAND CONSOLIDATED INVESTMENT COUNSELORS, L.L.C. | E | Control |
| HEPPNER, BRADLEY, KEITH | I | HIGHLAND CONSOLIDATED INVESTMENTS, L.L.C. | E | Control |
| HEPPNER, BRADLEY, KEITH | I | HIGHLAND CONSOLIDATED INVESTMENT COUNSELORS, L.L.C. | E | Control |
| HEPPNER, BRADLEY, KEITH | I | HIGHLAND CONSOLIDATED INVESTMENTS, L.L.C. | E | Control |
| HEPPNER, BRADLEY, KEITH | I | HIGHLAND CONSOLIDATED INVESTMENT COUNSELORS, L.L.C. | E | Control |
| HEPPNER, BRADLEY, KEITH | I | HIGHLAND CONSOLIDATED INVESTMENTS, L.L.C. | E | Control |
| HEPPNER, BRADLEY, KEITH | I | HIGHLAND CONSOLIDATED INVESTMENTS, L.L.C. | E | Control |
| HEPPNER, BRADLEY, KEITH | I | HIGHLAND CONSOLIDATED INVESTMENTS, L.L.C. | E | Control |
| HEPPNER, BRADLEY, KEITH | I | HIGHLAND CONSOLIDATED INVESTMENT COUNSELORS, L.L.C. | E | Control |
| HEPPNER, BRADLEY, KEITH | I | HIGHLAND CONSOLIDATED INVESTMENTS, L.L.C. | E | Control |
| HEPPNER, BRADLEY, KEITH | I | HIGHLAND CONSOLIDATED INVESTMENT COUNSELORS, L.L.C. | E | Control |
| HEPPNER, BRADLEY, KEITH | I | HIGHLAND CONSOLIDATED INVESTMENTS, L.L.C. | E | Control |
| HEPPNER, BRADLEY, KEITH | I | HIGHLAND INVESTMENT & BUSINESS COUNSELORS, L.L.C. | E | Control |
| HIGHLAND CONSOLIDATED INVESTMENTS, L.L.C. | DE | CROSSMARK CONSOLIDATED COMPANIES, L.L.C. | E | |
| HIGHLAND CONSOLIDATED INVESTMENTS, L.L.C. | DE | CROSSMARK INTERESTS GP, L.L.C. AND CROSSMARK CONSOLIDATED HOLDINGS GP, L.L.C. | E | |
| HIGHLAND CONSOLIDATED INVESTMENTS, L.L.C. | DE | CROSSMARK CONSOLIDATED COMPANIES, L.L.C. | E | |
| HIGHLAND CONSOLIDATED INVESTMENTS, L.L.C. | DE | CROSSMARK INTERESTS GP, L.L.C. AND CROSSMARK CONSOLIDATED HOLDINGS GP, L.L.C. | E | |
| HIGHLAND CONSOLIDATED INVESTMENTS, L.L.C. | DE | CROSSMARK CONSOLIDATED COMPANIES, L.L.C. | E | |
| HIGHLAND CONSOLIDATED INVESTMENTS, L.L.C. | DE | CROSSMARK INTERESTS GP, L.L.C. AND CROSSMARK CONSOLIDATED HOLDINGS GP, L.L.C. | E | |
| HIGHLAND CONSOLIDATED INVESTMENTS, L.L.C. | DE | CROSSROADS CONSOLIDATED COMPANIES, L.L.C. | E | Control |
| HIGHLAND CONSOLIDATED INVESTMENTS, L.L.C. | DE | CROSSROADS CONSOLIDATED COMPANIES, L.L.C. | E | Control |
| HIGHLAND CONSOLIDATED INVESTMENTS, L.L.C. | DE | CROSSMARK CONSOLIDATED COMPANIES, L.L.C. | E | |
| HIGHLAND CONSOLIDATED INVESTMENTS, L.L.C. | DE | CROSSMARK INTERESTS GP, L.L.C. AND CROSSMARK CONSOLIDATED HOLDINGS GP, L.L.C. | E | |
| HIGHLAND CONSOLIDATED INVESTMENTS, L.L.C. | DE | CROSSMARK CONSOLIDATED COMPANIES, L.L.C. | E | |
| HIGHLAND CONSOLIDATED INVESTMENTS, L.L.C. | DE | CROSSMARK INTERESTS GP, L.L.C. AND CROSSMARK CONSOLIDATED HOLDINGS GP, L.L.C. | E | |
| HIGHLAND CONSOLIDATED INVESTMENTS, L.L.C. | DE | CROSSROADS CONSOLIDATED COMPANIES, L.L.C. | E | |
| HIGHLAND CONSOLIDATED INVESTMENTS, L.L.C. | DE | CROSSROADS INTERESTS GP, L.L.C. AND CROSSROADS CONSOLIDATED HOLDINGS GP, L.L.C. | E | |
| HIGHLAND CONSOLIDATED, L.P. | DE | CROSSMARK CONSOLIDATED HOLDINGS, L.P. | E | |
| HIGHLAND CONSOLIDATED, L.P. | DE | CROSSMARK CONSOLIDATED HOLDINGS, L.P. | E | |
| HIGHLAND CONSOLIDATED, L.P. | DE | CROSSMARK CONSOLIDATED HOLDINGS, L.P. | E | |
| HIGHLAND CONSOLIDATED, L.P. | DE | CROSSROADS CONSOLIDATED HOLDINGS, L.P. | E | |
| HIGHLAND CONSOLIDATED, L.P. | DE | CROSSROADS CONSOLIDATED HOLDINGS, L.P. | E | |
| HIGHLAND CONSOLIDATED, L.P. | DE | CROSSMARK CONSOLIDATED HOLDINGS, L.P. | E | |
| HIGHLAND CONSOLIDATED, L.P. | DE | CROSSMARK CONSOLIDATED HOLDINGS, L.P. | E | |
| HIGHLAND CONSOLIDATED, L.P. | DE | CROSSROADS CONSOLIDATED HOLDINGS, L.P. | E | |
| KAMEHAMEA ACTIVITIES ASSOCIATION | DE | BISHOP HOLDINGS CORP. | E | |
| KAMEHAMEA ACTIVITIES ASSOCIATION | DE | BISHOP HOLDINGS CORP. | E | |
| KAMEHAMEA ACTIVITIES ASSOCIATION | DE | BISHOP HOLDINGS CORP. | E | |
| KAMEHAMEA SCHOOLS BERNICE PAUAHI BISHOP ESTATE | DE | KAMEHAMEA ACTIVITIES ASSOCIATION | E | |
| KAMEHAMEA SCHOOLS BERNICE PAUAHI BISHOP ESTATE | DE | KAMEHAMEA ACTIVITIES ASSOCIATION | E | |
| KAMEHAMEA SCHOOLS BERNICE PAUAHI BISHOP ESTATE | DE | KAMEHAMEA ACTIVITIES ASSOCIATION | E | |
| BRADLEY K. HEPPNER RETAINED ANNUITY TRUST, BRADLEY K. HEPPNER, TRUSTEE | DE | HIGHLAND CONSOLIDATED, L.P. | D | |
| BRADLEY K. HEPPNER RETAINED ANNUITY TRUST, BRADLEY K. HEPPNER, TRUSTEE | DE | HIGHLAND CONSOLIDATED, L.P. | D | |
| BRADLEY K. HEPPNER RETAINED ANNUITY TRUST, BRADLEY K. HEPPNER, TRUSTEE | DE | HIGHLAND CONSOLIDATED, L.P. | D | |
| BRADLEY K. HEPPNER RETAINED ANNUITY TRUST, BRADLEY K. HEPPNER, TRUSTEE | DE | HIGHLAND CONSOLIDATED, L.P. | D | |
| BRADLEY K. HEPPNER RETAINED ANNUITY TRUST, BRADLEY K. HEPPNER, TRUSTEE | DE | HIGHLAND CONSOLIDATED, L.P. | D | |
| BRADLEY K. HEPPNER RETAINED ANNUITY TRUST, BRADLEY K. HEPPNER, TRUSTEE | DE | HIGHLAND CONSOLIDATED, L.P. | D | |
| BRADLEY K. HEPPNER RETAINED ANNUITY TRUST, BRADLEY K. HEPPNER, TRUSTEE | DE | HIGHLAND CONSOLIDATED, L.P. | D | |
| BRADLEY K. HEPPNER RETAINED ANNUITY TRUST, BRADLEY K. HEPPNER, TRUSTEE | DE | HIGHLAND CONSOLIDATED, L.P. | D | |
| HEPPNER, BRADLEY, KEITH | I | HIGHLAND CONSOLIDATED, L.P. | C | |
| HEPPNER, BRADLEY, KEITH | I | HIGHLAND CONSOLIDATED, L.P. | C | |
| HEPPNER, BRADLEY, KEITH | I | HIGHLAND CONSOLIDATED, L.P. | C | |
| HEPPNER, BRADLEY, KEITH | I | HIGHLAND CONSOLIDATED, L.P. | C | |
| HEPPNER, BRADLEY, KEITH | I | HIGHLAND CONSOLIDATED, L.P. | C | |
| HEPPNER, BRADLEY, KEITH | I | HIGHLAND CONSOLIDATED, L.P. | C | |
| HEPPNER, BRADLEY, KEITH | I | HIGHLAND CONSOLIDATED, L.P. | C | |
| HEPPNER, BRADLEY, KEITH | I | HIGHLAND CONSOLIDATED, L.P. | C |
Registrations
Federal
IA
May 19, 2005 REGISTERED
Notice Filings (1)
TX
Address
1717 MAIN STREETSUITE 2500
DALLAS, TX 75201
USA
Phone: 214-698-2774