SEC Form ADV

CROSSGRAIN FAMILY INVESTMENTS, LLC

Firm profile: CrossGrain Family Investments — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment Adviser

$177.6M

Assets Under Management

Total Clients

Employees

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Registration Details

Accession: crd-318373
Filing Date: June 25, 2026
AUM: $177.6M
Total Clients: 30
Institutional Clients: 2
Employees: 2
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsCharitable OrganizationsCorporations

About this Adviser

CROSSGRAIN FAMILY INVESTMENTS, LLC is a registered investment adviser, managing approximately $177.6M in assets across 30 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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