Cross Keys Asset Management Inc (Baltimore)

Cross Keys Asset Management Inc is a large advisory firm based in Baltimore. It manages $40.01 million of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Maryland.

Cross Keys Asset Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cross Keys Asset Management: assets under management

The assets under management (AUM) of Cross Keys Asset Management Inc is $40.01 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -3% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $40.01 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cross Keys Asset Management Inc for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Cross Keys Asset Management Inc

Ross M Campbell has been acting as President since 1 Feb 2000. Robert Steven Zuccarro joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Robert Sachs	President, director	1 Nov 1986	Other	826448
Joann Denise Sachs	Executive vice president	1 Nov 1986	Other	1508558
Richard Landau Pearlstone	Ceo, director	1 Nov 1986	Other	1284325
Esther Siegel Pearlstone	Secretary/treasurer	1 Nov 1986	Other	1479103
National Financial Partners Corp	Sole stockholder	1 Nov 1999	75% - 100%	13-4029115
Lp Apollo Investment Fund Iv	Stockholder of national financial partners corp	1 Nov 1999	Other	13-3985622
Lp Apollo Advisors Iv	General partner of apollo investment fund iv, lp	1 Nov 1999	Other	13-3582975
Brenda Blythe Trust	Shareholder of nfp	1 Nov 1999	Other	00-0000000
New York State Common Retirement Fund	Limited partner of apollo fund	1 Nov 1999	Other	00-0000000
Public Employees' Retirement Association Of Colorado	Limited partner of apollo fund	1 Nov 1999	Other	00-0000000
State Board Of Administration Of Florida On Behalf Of The Florida Retirement System	Limited partner of apollo fund	1 Nov 1999	Other	00-0000000
Teachers' Retirement System Of Louisiana	Limited partner of apollo fund	1 Nov 1999	Other	00-0000000
Ross M Campbell	Director	1 Feb 2000	Other	4337992
Lawrence K Becker	Director	1 Mar 2002	Other	4519922
Robert Steven Zuccarro	Director	1 Nov 2003	Other	4240378

Indirect Owners

The SEC currently registers 6 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Apollo Investment Fund Iv Lp ("Apollo Fund")	Shareholder	1 Nov 1999	25% - 50%	13-3985622
Apollo Advisors Iv Lp ("Apollo Advisors")	General partner	1 Nov 1999	Other	13-3582975
Inc. Apollo Capital Management Iv	General partner	1 Nov 1999	Other	13-3983721
Apollo Investment Fund Iv Lp	Shareholder	1 Nov 1999	75% - 100%	13-3985622
Apollo Advisors Iv Lp	Partner	1 Nov 1999	Other	13-3582975
Public Employees Retirement Association Of Colorado	Partner	1 Nov 1999	25% - 50%	00-0000000

Based in Baltimore

The principal office where Cross Keys Asset Management Inc performs its advisory services is located at Village Of Cross Keys, Baltimore, MD 21210, which is also the mailing address of the firm. An additional office of the firm is in Aventura, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 410-532-2264 or by fax 410-532-9517. The normal business hours are 9:00am - 4:30pm on Monday - Friday.