Cross Staff Investments Inc.
● SEC registered since 2013CRD 165984SEC# 801-77488Pittsford, NY
Reg. AUM
$443.5M
Employees
4
Accounts
855
Location
Pittsford, NY
Cross Staff Investments Inc. assets under management
Cross Staff Investments Inc. is an SEC-registered investment adviser based in Pittsford, NY. The firm has been registered since 2013. It reports $443.5 million in regulatory assets under management and employs 4 people.
Cross Staff Investments Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony Joseph Filberto Control | Chief Investment Officer | Under 5% | 2014 |
| Candace Ann Shira Control | President | Over 75% | 2012 |
| Marvin Charles Engle Control | Chief Financial Officer | Under 5% | 2013 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Cross Staff Investments Inc. manage?
Cross Staff Investments Inc. reports $443.5 million in regulatory assets under management on its Form ADV.
How many employees does Cross Staff Investments Inc. have?
Cross Staff Investments Inc. reports 4 employees.
Where is Cross Staff Investments Inc. located?
Cross Staff Investments Inc. is based in Pittsford, NY and has been SEC-registered since 2013.
Does Cross Staff Investments Inc. disclose fund performance?
Cross Staff Investments Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 115 Sully's Trail, Suite 8, Pittsford, NY 14534 |
| Phone | 585-249-1550 |
| Fax | 585-249-1554 |
| Office hours | 8-12 (Mon, Wed, Thurs), And By Appt |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$443.5M▲ 8%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 51%
Larger than 49% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$443.5Mregulatory AUM
Discretionary $433.9MNon-discretionary $9.6M