CROSS STAFF INVESTMENTS INC.
Legal name: CANDACE SHIRA ASSOCIATES, LLC
CRD #165984 SEC #801-77488 PITTSFORD, NY 585-249-1550
SEC Registered
Total AUM
$409.6M
Discretionary
$401.5M
Employees
4
Clients
51
Accounts
929
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $409.6M | $401.5M | $8.1M | 4 | 1 |
| Mar 2025 | $409.6M | $401.5M | $8.1M | 4 | 1 |
| May 2024 | $367.4M | $360.5M | $7M | 4 | 1 |
| Mar 2024 | $367.4M | $360.5M | $7M | 4 | 1 |
| Oct 2023 | $324.9M | $319.1M | $5.8M | 4 | 0 |
| Aug 2023 | $324.9M | $319.1M | $5.8M | 4 | 0 |
| Mar 2023 | $324.9M | $319.1M | $5.8M | 4 | 0 |
| Oct 2022 | $388.5M | $381.8M | $6.6M | 4 | 0 |
| Apr 2022 | $388.5M | $381.8M | $6.6M | 4 | 0 |
| Mar 2022 | $388.5M | $381.8M | $6.6M | 4 | 0 |
| Feb 2022 | $327.1M | $321.6M | $5.5M | 4 | 0 |
| Oct 2021 | $327.1M | $321.6M | $5.5M | 4 | 0 |
| Jul 2021 | $327.1M | $321.6M | $5.5M | 4 | 0 |
| Jun 2021 | $327.1M | $321.6M | $5.5M | 4 | 0 |
| Mar 2021 | $327.1M | $321.6M | $5.5M | 4 | 0 |
| Dec 2020 | $308.9M | $304.2M | $4.7M | 4 | 6 |
| Oct 2020 | $308.9M | $304.2M | $4.7M | 4 | 6 |
| Aug 2020 | $308.9M | $304.2M | $4.7M | 4 | 6 |
| Jun 2020 | $308.9M | $307.6M | $1.4M | 4 | 6 |
| Mar 2020 | $308.9M | $307.6M | $1.4M | 4 | 6 |
| Jul 2019 | $262.5M | $257.3M | $5.2M | 4 | 7 |
| Mar 2019 | $262.5M | $257.3M | $5.2M | 4 | 7 |
| Feb 2019 | $281.1M | $272.1M | $8.9M | 4 | 5 |
| Dec 2018 | $281.1M | $272.1M | $8.9M | 4 | 5 |
| Nov 2018 | $281.1M | $272.1M | $8.9M | 4 | 5 |
| May 2018 | $281.1M | $272.1M | $8.9M | 4 | 5 |
| Mar 2018 | $281.1M | $272.1M | $8.9M | 4 | 5 |
| Nov 2017 | $235.9M | $226.9M | $9.1M | 4 | 15 |
| May 2017 | $235.9M | $226.9M | $9.1M | 4 | 284 |
| Mar 2017 | $235.9M | $226.9M | $9.1M | 4 | 284 |
| Mar 2017 | $185.1M | $176.4M | $8.7M | 5 | 146 |
| Nov 2016 | $185.1M | $176.4M | $8.7M | 5 | 146 |
| Sep 2016 | $185.1M | $176.4M | $8.7M | 5 | 146 |
| Mar 2016 | $170.8M | $162.8M | $8.1M | 4 | 146 |
| Feb 2016 | $166.1M | $158.9M | $7.2M | 4 | 151 |
| Nov 2015 | $166.1M | $158.9M | $7.2M | 4 | 151 |
| Jun 2015 | $166.1M | $158.9M | $7.2M | 4 | 151 |
| Mar 2015 | $166.1M | $158.9M | $7.2M | 4 | 151 |
| Mar 2015 | $166.1M | $158.9M | $7.2M | 4 | 151 |
| Feb 2015 | $155.5M | $150.9M | $4.6M | 4 | 141 |
| Oct 2014 | $155.5M | $150.9M | $4.6M | 4 | 141 |
| Oct 2014 | $155.5M | $150.9M | $4.6M | 4 | 141 |
| Aug 2014 | $155.5M | $150.9M | $4.6M | 4 | 141 |
| Mar 2014 | $155.5M | $150.9M | $4.6M | 4 | 141 |
| Jan 2014 | $155.5M | $150.9M | $4.6M | 4 | 141 |
| Oct 2013 | $143M | $70.5M | $72.5M | 4 | 0 |
| May 2013 | $143M | $70.5M | $72.5M | 4 | 0 |
| Apr 2013 | $143M | $70.5M | $72.5M | 4 | 0 |
| Apr 2013 | $143M | $70.5M | $72.5M | 4 | 0 |
DateNov 2025
Total AUM$409.6M
Discretionary$401.5M
Non-Disc.$8.1M
Employees4
Clients1
DateMar 2025
Total AUM$409.6M
Discretionary$401.5M
Non-Disc.$8.1M
Employees4
Clients1
DateMay 2024
Total AUM$367.4M
Discretionary$360.5M
Non-Disc.$7M
Employees4
Clients1
DateMar 2024
Total AUM$367.4M
Discretionary$360.5M
Non-Disc.$7M
Employees4
Clients1
DateOct 2023
Total AUM$324.9M
Discretionary$319.1M
Non-Disc.$5.8M
Employees4
Clients0
DateAug 2023
Total AUM$324.9M
Discretionary$319.1M
Non-Disc.$5.8M
Employees4
Clients0
DateMar 2023
Total AUM$324.9M
Discretionary$319.1M
Non-Disc.$5.8M
Employees4
Clients0
DateOct 2022
Total AUM$388.5M
Discretionary$381.8M
Non-Disc.$6.6M
Employees4
Clients0
DateApr 2022
Total AUM$388.5M
Discretionary$381.8M
Non-Disc.$6.6M
Employees4
Clients0
DateMar 2022
Total AUM$388.5M
Discretionary$381.8M
Non-Disc.$6.6M
Employees4
Clients0
DateFeb 2022
Total AUM$327.1M
Discretionary$321.6M
Non-Disc.$5.5M
Employees4
Clients0
DateOct 2021
Total AUM$327.1M
Discretionary$321.6M
Non-Disc.$5.5M
Employees4
Clients0
DateJul 2021
Total AUM$327.1M
Discretionary$321.6M
Non-Disc.$5.5M
Employees4
Clients0
DateJun 2021
Total AUM$327.1M
Discretionary$321.6M
Non-Disc.$5.5M
Employees4
Clients0
DateMar 2021
Total AUM$327.1M
Discretionary$321.6M
Non-Disc.$5.5M
Employees4
Clients0
DateDec 2020
Total AUM$308.9M
Discretionary$304.2M
Non-Disc.$4.7M
Employees4
Clients6
DateOct 2020
Total AUM$308.9M
Discretionary$304.2M
Non-Disc.$4.7M
Employees4
Clients6
DateAug 2020
Total AUM$308.9M
Discretionary$304.2M
Non-Disc.$4.7M
Employees4
Clients6
DateJun 2020
Total AUM$308.9M
Discretionary$307.6M
Non-Disc.$1.4M
Employees4
Clients6
DateMar 2020
Total AUM$308.9M
Discretionary$307.6M
Non-Disc.$1.4M
Employees4
Clients6
DateJul 2019
Total AUM$262.5M
Discretionary$257.3M
Non-Disc.$5.2M
Employees4
Clients7
DateMar 2019
Total AUM$262.5M
Discretionary$257.3M
Non-Disc.$5.2M
Employees4
Clients7
DateFeb 2019
Total AUM$281.1M
Discretionary$272.1M
Non-Disc.$8.9M
Employees4
Clients5
DateDec 2018
Total AUM$281.1M
Discretionary$272.1M
Non-Disc.$8.9M
Employees4
Clients5
DateNov 2018
Total AUM$281.1M
Discretionary$272.1M
Non-Disc.$8.9M
Employees4
Clients5
DateMay 2018
Total AUM$281.1M
Discretionary$272.1M
Non-Disc.$8.9M
Employees4
Clients5
DateMar 2018
Total AUM$281.1M
Discretionary$272.1M
Non-Disc.$8.9M
Employees4
Clients5
DateNov 2017
Total AUM$235.9M
Discretionary$226.9M
Non-Disc.$9.1M
Employees4
Clients15
DateMay 2017
Total AUM$235.9M
Discretionary$226.9M
Non-Disc.$9.1M
Employees4
Clients284
DateMar 2017
Total AUM$235.9M
Discretionary$226.9M
Non-Disc.$9.1M
Employees4
Clients284
DateMar 2017
Total AUM$185.1M
Discretionary$176.4M
Non-Disc.$8.7M
Employees5
Clients146
DateNov 2016
Total AUM$185.1M
Discretionary$176.4M
Non-Disc.$8.7M
Employees5
Clients146
DateSep 2016
Total AUM$185.1M
Discretionary$176.4M
Non-Disc.$8.7M
Employees5
Clients146
DateMar 2016
Total AUM$170.8M
Discretionary$162.8M
Non-Disc.$8.1M
Employees4
Clients146
DateFeb 2016
Total AUM$166.1M
Discretionary$158.9M
Non-Disc.$7.2M
Employees4
Clients151
DateNov 2015
Total AUM$166.1M
Discretionary$158.9M
Non-Disc.$7.2M
Employees4
Clients151
DateJun 2015
Total AUM$166.1M
Discretionary$158.9M
Non-Disc.$7.2M
Employees4
Clients151
DateMar 2015
Total AUM$166.1M
Discretionary$158.9M
Non-Disc.$7.2M
Employees4
Clients151
DateMar 2015
Total AUM$166.1M
Discretionary$158.9M
Non-Disc.$7.2M
Employees4
Clients151
DateFeb 2015
Total AUM$155.5M
Discretionary$150.9M
Non-Disc.$4.6M
Employees4
Clients141
DateOct 2014
Total AUM$155.5M
Discretionary$150.9M
Non-Disc.$4.6M
Employees4
Clients141
DateOct 2014
Total AUM$155.5M
Discretionary$150.9M
Non-Disc.$4.6M
Employees4
Clients141
DateAug 2014
Total AUM$155.5M
Discretionary$150.9M
Non-Disc.$4.6M
Employees4
Clients141
DateMar 2014
Total AUM$155.5M
Discretionary$150.9M
Non-Disc.$4.6M
Employees4
Clients141
DateJan 2014
Total AUM$155.5M
Discretionary$150.9M
Non-Disc.$4.6M
Employees4
Clients141
DateOct 2013
Total AUM$143M
Discretionary$70.5M
Non-Disc.$72.5M
Employees4
Clients0
DateMay 2013
Total AUM$143M
Discretionary$70.5M
Non-Disc.$72.5M
Employees4
Clients0
DateApr 2013
Total AUM$143M
Discretionary$70.5M
Non-Disc.$72.5M
Employees4
Clients0
DateApr 2013
Total AUM$143M
Discretionary$70.5M
Non-Disc.$72.5M
Employees4
Clients0