Crosslight Global Investment Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Crosslight Global Investment Partners is a recently formed, two-advisor investment advisory firm that offers retirement plan consulting, private wealth management, sub‑advisory portfolio management, a multi‑asset Total Return strategy, and project‑based engagements including litigation support and divorce financial analysis. The firm serves employer plan sponsors, Sponsor RIAs and established individual clients, and reports no regulatory assets under management at the time of its registration.
Its investment approach blends multi‑asset, risk‑managed portfolio construction with a mix of fundamental, quantitative and technical analysis, and it explicitly incorporates third‑party artificial intelligence and machine‑learning tools to support research while reserving final investment decisions to its professionals. For its Total Return strategy the firm uses a performance‑based compensation arrangement limited to clients who meet regulatory standards for “Qualified Clients,” a structure the brochure notes creates incentive conflicts and is subject to safeguards.
Compared with many peers, the firm’s combination of a performance‑fee model, disclosed use of AI/ML in research, and an overtly stated practice of offering litigation‑oriented project work and sub‑advisory mandates distinguishes its service mix. The adviser is small and newly registered, positioning itself as a boutique that pairs institutional investment experience with both ongoing asset management and one‑off consulting engagements.
Client services
Expertise
Occupation focus
Fee options
Flat fees range from $1,500 to $25,000 for Project-Based Services; Rush Surcharge Fee up to $2,000.
Hourly fees up to $400 for Project-Based Services.
Up to 15% of net profits charged annually for Total Return Strategy clients who qualify as "Qualified Clients".
Account minimum: $1,000,000 Minimum fee: One-time onboarding fee for Sub-Advisory Services up to $25,000.
Main office
Ladera Ranch CA
Advisors at this office
2
Most active in
California · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Omar K
Series 65, Series 63
Ladera Ranch, CA
Crosslight Global Investment Partners, LLC
Omar Kariuki is a financial advisor at Crosslight Global Investment Partners, LLC with 19 years of industry experience. He holds Series 65 and Series 63 designations and previously worked at Santander Investment Securities, Inc. from 2016 to 2022. Crosslight Global Investment Partners is a boutique advisory firm offering retirement plan consulting, private wealth management, sub-advisory portfolio management, and project-based services such as litigation support and divorce financial analysis. The firm serves employer plan sponsors, RIAs, and individual clients, employing a multi-asset, risk-managed investment approach that integrates fundamental, quantitative, and technical analysis along with third-party artificial intelligence and machine-learning tools.
Chia Liang L
CFA®
Ladera Ranch, CA
Crosslight Global Investment Partners, LLC
Chia Liang Lian is a CFA® charterholder and financial advisor at Crosslight Global Investment Partners, LLC with nine years of industry experience, including a prior role at Western Asset Management. After a two-year sabbatical, Lian joined Crosslight Global in 2026. Crosslight Global Investment Partners is a boutique advisory firm serving employer plan sponsors, RIAs, and individual clients with retirement plan consulting, private wealth management, sub‑advisory portfolio management, and project-based engagements such as litigation support. The firm uses a multi-asset, risk-managed investment approach that integrates fundamental, quantitative, and technical analysis alongside artificial intelligence and machine learning tools.
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