Yardley, CT Office
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Crossover Capital
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About
Crossover Capital is a privately owned, SEC-registered adviser formed in 2023 that manages roughly $179 million for individuals, high-net-worth clients, trusts, institutions and retirement plans. The firm provides discretionary and non-discretionary investment management, financial planning and consulting, and may select third‑party managers and sub‑advisors on clients’ behalf.
The firm combines fundamental, technical and charting analysis with tactical and strategic asset allocation, employing both passive and active strategies and instruments such as options, alternative investments and ETFs. It uses third‑party platform and trading services (including AIM and Pontera) and offers ongoing portfolio monitoring and performance reporting, while providing access to digital‑asset investments through custodial arrangements with providers such as BitGo and Fidelity Digital Assets.
Several features distinguish Crossover Capital from many peers: it offers performance‑based fee arrangements for certain digital‑asset accounts (assessed semi‑annually and subject to a hurdle), and it may use borrowing and margin in separately managed accounts as part of customized strategies. The firm also maintains insurance‑related affiliations (including access to a fee‑based insurance platform and licensed insurance agents) and a formal relationship with a digital‑asset specialist for custody/advisory support, reflecting an uncommon mix of digital‑asset services, insurance capabilities, and outsourced platform relationships.
Based on Crossover Capital
Expertise
Based on Crossover Capital
Location
113 B Floral Vale Blvd, #3
Yardley CT 19067
Advisors at this office
2
Advisors at this office
Tasha S
Series 66
Yardley, PA
Crossover Capital
Tasha Shadle is a financial advisor at Crossover Capital with 22 years of industry experience. She holds a Series 66 designation and has worked at Merrill and Bank of America prior to joining Crossover Capital. Her career includes extensive experience in financial services across multiple firms. Crossover Capital is a privately owned, SEC-registered adviser managing approximately $179 million for individuals, high-net-worth clients, trusts, institutions, and retirement plans. The firm employs a combination of fundamental, technical, and charting analysis with both active and passive strategies, including options and alternative investments, and offers access to digital-asset investments through custodial arrangements.
Alexander P
CFP®, Series 66
Yardley, PA
Crossover Capital
Alexander Pron is a CFP® with 14 years of experience in the financial industry. He is currently with Crossover Capital, where he has worked since 2023, and previously held positions at Bank of America and Merrill. Outside of his advisory role, he is also an insurance agent and a member of an off-center digital asset fund. Crossover Capital is an SEC-registered firm managing approximately $179 million for individuals, high-net-worth clients, trusts, institutions, and retirement plans. The firm employs a combination of fundamental, technical, and charting analysis with both active and passive strategies, including access to digital-asset investments and insurance-related services.
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