A complete list of active advisors currently associated with Crosslight Global Investment Partners, LLC
Warmer can help you find a great advisor at Crosslight Global Investment Partners, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Crosslight Global Investment Partners, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Ladera Ranch, CA
| 19
| |
Ladera Ranch, CA
| 0
|
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