CROSSBEAM CAPITAL, LLC
Legal name: CROSSBEAM CAPITAL
CRD #161211 SEC #801-73654 HOUSTON, TX 713-337-3141
SEC Registered Private Funds
Total AUM
$133.7M
Discretionary
$133.7M
Employees
9
Clients
0
Accounts
1
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 29, 2016
- 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 |
|---|---|---|---|---|
| CARROLL, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| CARROLL, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| CARROLL, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| CARROLL, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| CARROLL, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| HAINES, TODD, RICHARD | I | CHIEF FINANCIAL OFFICER | NA | Control |
| HAINES, TODD, RICHARD | I | CHIEF FINANCIAL OFFICER | NA | Control |
| HAINES, TODD, RICHARD | I | CHIEF FINANCIAL OFFICER | NA | Control |
| HAINES, TODD, RICHARD | I | CHIEF FINANCIAL OFFICER | NA | Control |
| HAINES, TODD, RICHARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HAINES, TODD, RICHARD | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CROSSBEAM HOLDINGS LLC | DE | MEMBER | E | Control |
| CROSSBEAM HOLDINGS LLC | DE | MEMBER | E | Control |
| CROSSBEAM HOLDINGS LLC | DE | MEMBER | E | Control |
| CROSSBEAM HOLDINGS LLC | DE | MEMBER | E | Control |
| CROSSBEAM HOLDINGS LLC | DE | MEMBER | E | Control |
| CROSSBEAM HOLDINGS LLC | DE | MEMBER | E | Control |
| WFHG INVESTORS LLC | DE | MEMBER | D | Control |
| WFHG INVESTORS LLC | DE | MEMBER | D | Control |
| WFHG INVESTORS LLC | DE | MEMBER | D | Control |
| WFHG INVESTORS LLC | DE | MEMBER | D | Control |
| WFHG INVESTORS LLC | DE | MEMBER | D | Control |
| WFHG INVESTORS LLC | DE | MEMBER | D | Control |
| CB GROUP HOLDINGS | DE | MEMBER | C | Control |
| CB GROUP HOLDINGS | DE | MEMBER | C | Control |
| CB GROUP HOLDINGS | DE | MEMBER | C | Control |
| CB GROUP HOLDINGS | DE | MEMBER | C | Control |
| CB GROUP HOLDINGS | DE | MEMBER | C | Control |
| CB GROUP HOLDINGS | DE | MEMBER | C | Control |
| DEVANEY, RICHARD, KEADIN | I | CEO | C | Control |
| DEVANEY, RICHARD, KEADIN | I | CEO | C | Control |
| DEVANEY, RICHARD, KEADIN | I | CEO | C | Control |
| DEVANEY, RICHARD, KEADIN | I | CEO | C | Control |
| NEW YORK LIFE INVESTMENT MGMT LLC | DE | MEMBER | C | Control |
| NEW YORK LIFE INVESTMENT MGMT LLC | DE | MEMBER | C | Control |
| NEW YORK LIFE INVESTMENT MGMT LLC | DE | MEMBER | C | Control |
| NEW YORK LIFE INVESTMENT MGMT LLC | DE | MEMBER | C | Control |
| NEW YORK LIFE INVESTMENT MGMT LLC | DE | MEMBER | C | Control |
| BLASH, WILLIAM, BRADFORD | I | CHIEF ACQUISITION OFFICER | B | Control |
| BLASH, WILLIAM, BRADFORD | I | CHIEF ACQUISITION OFFICER | B | Control |
| BLASH, WILLIAM, BRADFORD | I | CHIEF ACQUISITION OFFICER | B | Control |
| BLASH, WILLIAM, BRADFORD | I | CHIEF ACQUISITION OFFICER | B | Control |
| BLASH, WILLIAM, BRADFORD | I | CHIEF ACQUISITION OFFICER | B | Control |
| BLASH, WILLIAM, BRADFORD | I | CHIEF ACQUISITION OFFICER | B | Control |
| KERR, THEODORE, M | I | PRESIDENT | B | Control |
| KERR, THEODORE, M | I | PRESIDENT | B | Control |
| KERR, THEODORE, M | I | PRESIDENT | B | Control |
| KERR, THEODORE, M | I | PRESIDENT | B | Control |
| KERR, THEODORE, M | I | PRESIDENT | B | Control |
| KERR, THEODORE, M | I | PRESIDENT | B | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BLASH, WILLIAM, BRADFORD | I | CROSSBEAM HOLDINGS LLC | F | Control |
| BLASH, WILLIAM, BRADFORD | I | CROSSBEAM HOLDINGS LLC | F | Control |
| BLASH, WILLIAM, BRADFORD | I | CROSSBEAM HOLDINGS LLC | F | Control |
| BLASH, WILLIAM, BRADFORD | I | CROSSBEAM HOLDINGS LLC | F | Control |
| BLASH, WILLIAM, BRADFORD | I | CROSSBEAM HOLDINGS LLC | F | Control |
| BLASH, WILLIAM, BRADFORD | I | CROSSBEAM HOLDINGS LLC | F | Control |
| KERR, THEODORE, M | I | CROSSBEAM HOLDINGS LLC | F | Control |
| KERR, THEODORE, M | I | CROSSBEAM HOLDINGS LLC | F | Control |
| KERR, THEODORE, M | I | CROSSBEAM HOLDINGS LLC | F | Control |
| KERR, THEODORE, M | I | CROSSBEAM HOLDINGS LLC | F | Control |
| KERR, THEODORE, M | I | CROSSBEAM HOLDINGS LLC | F | Control |
| KERR, THEODORE, M | I | CROSSBEAM HOLDINGS LLC | F | Control |
| DREVER, MAXWELL, BRUCE | I | DREVER CAPITAL MANAGEMENT LLC | E | Control |
| DREVER, MAXWELL, BRUCE | I | DREVER CAPITAL MANAGEMENT LLC | E | Control |
| NEW YORK LIFE INSURANCE COMPANY | DE | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | E | Control |
| NEW YORK LIFE INSURANCE COMPANY | DE | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | E | Control |
| NEW YORK LIFE INSURANCE COMPANY | DE | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | E | Control |
| NEW YORK LIFE INSURANCE COMPANY | DE | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | E | Control |
| NEW YORK LIFE INSURANCE COMPANY | DE | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | E | Control |
| BLASH, WILLIAM, BRADFORD | I | CB GROUP HOLDINGS | C | Control |
| BLASH, WILLIAM, BRADFORD | I | WFHG INVESTORS LLC | C | Control |
| BLASH, WILLIAM, BRADFORD | I | CB GROUP HOLDINGS | C | Control |
| BLASH, WILLIAM, BRADFORD | I | WFHG INVESTORS LLC | C | Control |
| BLASH, WILLIAM, BRADFORD | I | CB GROUP HOLDINGS | C | Control |
| BLASH, WILLIAM, BRADFORD | I | WFHG INVESTORS LLC | C | Control |
| BLASH, WILLIAM, BRADFORD | I | CB GROUP HOLDINGS | C | Control |
| BLASH, WILLIAM, BRADFORD | I | WFHG INVESTORS LLC | C | Control |
| BLASH, WILLIAM, BRADFORD | I | CB GROUP HOLDINGS | C | Control |
| BLASH, WILLIAM, BRADFORD | I | WFHG INVESTORS LLC | C | Control |
| BLASH, WILLIAM, BRADFORD | I | CB GROUP HOLDINGS | C | Control |
| BLASH, WILLIAM, BRADFORD | I | WFHG INVESTORS LLC | C | Control |
| CROSSBEAM CAPITAL LLC | DE | WFHG INVESTORS LLC | C | Control |
| CROSSBEAM CAPITAL LLC | DE | WFHG INVESTORS LLC | C | Control |
| CROSSBEAM CAPITAL LLC | DE | WFHG INVESTORS LLC | C | Control |
| CROSSBEAM CAPITAL LLC | DE | WFHG INVESTORS LLC | C | Control |
| CROSSBEAM CAPITAL LLC | DE | WFHG INVESTORS LLC | C | Control |
| CROSSBEAM CAPITAL LLC | DE | WFHG INVESTORS LLC | C | Control |
| DEVANEY, RICHARD, KEADIN | I | CB GROUP HOLDINGS LLC | C | Control |
| DEVANEY, RICHARD, KEADIN | I | WFHG INVESTORS LLC | C | Control |
| DEVANEY, RICHARD, KEADIN | I | CROSSBEAM HOLDINGS LLC | C | Control |
| DEVANEY, RICHARD, KEADIN | I | WFHG INVESTORS LLC | C | Control |
| DEVANEY, RICHARD, KEADIN | I | CB GROUP HOLDINGS LLC | C | Control |
| DEVANEY, RICHARD, KEADIN | I | WFHG INVESTORS LLC | C | Control |
| DEVANEY, RICHARD, KEADIN | I | CROSSBEAM HOLDINGS LLC | C | Control |
| DEVANEY, RICHARD, KEADIN | I | CB GROUP HOLDINGS LLC | C | Control |
| DEVANEY, RICHARD, KEADIN | I | WFHG INVESTORS LLC | C | Control |
| DEVANEY, RICHARD, KEADIN | I | CROSSBEAM HOLDINGS LLC | C | Control |
| DEVANEY, RICHARD, KEADIN | I | CB GROUP HOLDINGS LLC | C | Control |
| DEVANEY, RICHARD, KEADIN | I | WFHG INVESTORS LLC | C | Control |
| DEVANEY, RICHARD, KEADIN | I | CROSSBEAM HOLDINGS LLC | C | Control |
| DREVER CAPITAL MANAGEMENT LLC | DE | CROSSBEAM APARTMENT FUND II-2011 GP LLC | C | Control |
| DREVER CAPITAL MANAGEMENT LLC | DE | CROSSBEAM APARTMENT FUND II-2011 GP LLC | C | Control |
| DREVER CAPITAL MANAGEMENT LLC | DE | CROSSBEAM APARTMENT FUND II-2011 GP LLC | C | Control |
| DREVER CAPITAL MANAGEMENT LLC | DE | CROSSBEAM APARTMENT FUND II-2011 GP LLC | C | Control |
| DREVER CAPITAL MANAGEMENT LLC | DE | CROSSBEAM APARTMENT FUND II-2011 GP LLC | C | Control |
| DREVER CAPITAL MANAGEMENT LLC | DE | CROSSBEAM APARTMENT FUND II-2011 GP LLC | C | Control |
| DREVER, MAXWELL, BRUCE | I | DREVER CAPITAL MANAGEMENT LLC | C | Control |
| DREVER, MAXWELL, BRUCE | I | DREVER CAPITAL MANAGEMENT LLC | C | Control |
| DREVER, MAXWELL, BRUCE | I | DREVER CAPITAL MANAGEMENT LLC | C | Control |
| DREVER, MAXWELL, BRUCE | I | DREVER CAPITAL MANAGEMENT LLC | C | Control |
| KERR, THEODORE, M | I | CB GROUP HOLDINGS LLC | C | Control |
| KERR, THEODORE, M | I | CB GROUP HOLDINGS LLC | C | Control |
| KERR, THEODORE, M | I | CB GROUP HOLDINGS LLC | C | Control |
| KERR, THEODORE, M | I | CB GROUP HOLDINGS LLC | C | Control |
| KERR, THEODORE, M | I | CB GROUP HOLDINGS LLC | C | Control |
| KERR, THEODORE, M | I | CB GROUP HOLDINGS LLC | C | Control |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | DE | WFHG GP LLC | C | Control |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | DE | WFHG GP LLC | C | Control |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | DE | WFHG GP LLC | C | Control |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | DE | WFHG GP LLC | C | Control |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | DE | WFHG GP LLC | C | Control |
Registrations
Federal
IA
Mar 29, 2016 REGISTERED
Notice Filings (2)
MD TX
Address
6919 PORTWEST DRIVESUITE 160
HOUSTON, TX 77024
United States
Phone: 713-337-3141