CROSS LEDGE INVESTMENTS LLC
Legal name: CROSS LEDGE INVESTMENTS
CRD #153447 SEC #801-79775 PHILADELPHIA, PA 215 486-2500
SEC Registered Exempt Reporting Private Funds
Total AUM
$29.7M
Discretionary
$29.7M
Employees
4
Clients
--
Accounts
2
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 14, 2014
- 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 |
|---|---|---|---|---|
| BASSETT, MARSHALL, THOMPSON | I | CHIEF INVESTMENT OFFICER | C | Control |
| BASSETT, MARSHALL, THOMPSON | I | CHIEF INVESTMENT OFFICER | C | Control |
| BASSETT, MARSHALL, THOMPSON | I | CHIEF INVESTMENT OFFICER | C | Control |
| BASSETT, MARSHALL, THOMPSON | I | CHIEF INVESTMENT OFFICER | C | Control |
| WACHS, LORI, P | I | PRESIDENT | C | Control |
| WACHS, LORI, P | I | PRESIDENT | C | Control |
| WACHS, LORI, P | I | PRESIDENT | C | Control |
| WACHS, LORI, P | I | PRESIDENT | C | Control |
| GLADSTEIN, BARRY, SCOTT | I | PORTFOLIO MANAGER/CCO/CAO/CFO | B | Control |
| GLADSTEIN, BARRY, SCOTT | I | PORTFOLIO MANAGER/CHIEF ADMINISTRATIVE OFFICER/CHIEF FINANCIAL OFFICER | B | Control |
| GLADSTEIN, BARRY, SCOTT | I | PORTFOLIO MANAGER/CHIEF ADMINISTRATIVE OFFICER/CHIEF FINANCIAL OFFICER | B | Control |
| GLADSTEIN, BARRY, SCOTT | I | PORTFOLIO MANAGER/CCO/CAO/CFO | B | Control |
| GLADSTEIN, STACEY | I | CONTROLLER | B | |
| GLADSTEIN, STACEY | I | CONTROLLER | B | |
| GLADSTEIN, STACEY | I | CONTROLLER | B | |
| GLADSTEIN, STACEY | I | CONTROLLER | B |
Registrations
Federal
IA
May 14, 2014 REGISTERED
ERA
May 14, 2014 REGISTERED
Notice Filings (1)
PA
Address
100 SOUTH BROAD STREETSUITE 1605
PHILADELPHIA, PA 19110
United States
Phone: 215 486-2500