Crossgrain Family Investments, LLC
● SEC registered since 2022CRD 318373SEC# 801-123143
Reg. AUM
$177.6M
Employees
2
Accounts
220
Location
—
Crossgrain Family Investments, LLC assets under management
Crossgrain Family Investments, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2022. It reports $177.6 million in regulatory assets under management and employs 2 people.
Crossgrain Family Investments, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey Gerald Mussatt Control | Managing Member, Cco, Financial Adviser | 50-75% | 2021 |
| William Anderson Pusey Control | Member, Financial Adviser | 25-50% | 2021 |
Frequently asked questions
How much does Crossgrain Family Investments, LLC manage?
Crossgrain Family Investments, LLC reports $177.6 million in regulatory assets under management on its Form ADV.
How many employees does Crossgrain Family Investments, LLC have?
Crossgrain Family Investments, LLC reports 2 employees.
Does Crossgrain Family Investments, LLC disclose fund performance?
Crossgrain Family Investments, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 804-217-2561 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$177.6M▲ 8%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 78%
Larger than 22% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$177.6Mregulatory AUM
Discretionary $177.6M