Insights

Niche Yield Focus Target the firm on its emphasis of prudent, yield-generating private debt and enhanced yield strategies in a low-interest environment, positioning solutions that amplify liquidity, manage leverage, and embed yield premiums for global investors.

Cross-Border Expertise Highlight opportunities that leverage their international approach and ability to source overlooked investments across borders, appealing to clients seeking diversified, globally managed portfolios.

Regulatory and Fund Structure Engage on their registered fund and approved fund status in Cayman Islands and British Virgin Islands, projecting need for compliant fund administration, governance, and cross-jurisdictional advisory capabilities.

Boutique Scale, Intensive Service Position tailored, high-engagement solutions suitable for smaller teams and high-touch client service, offering bespoke portfolio advisory, risk hedging, and strategic investment structuring.

Tech-Enabled Ops Leverage their lightweight tech stack to propose scalable, secure data and reporting platforms, integration services, and digital client experiences that support private debt and managed account offerings.

Similar companies to Cross Border Investment Management LLC

Cross Border Investment Management LLC Tech Stack

Cross Border Investment Management LLC uses 8 technology products and services including WordPress, oEmbed, Google Workspace, and more. Explore Cross Border Investment Management LLC's tech stack below.

  • Content Management System
  • oEmbed
    Dev Tools
  • jQuery
    Javascript Libraries
  • Really Simple Discovery
    Miscellaneous
  • Bootstrap
    UI Frameworks
  • Apache
    Web Servers
  • jQuery.scrollTo
    Web Tools And Plugins

Cross Border Investment Management LLC's Email Address Formats

Cross Border Investment Management LLC uses at least 1 email format:
Cross Border Investment Management LLC Email FormatsExamplePercentage
FirstL@crossborderim.comJohnD@crossborderim.com
100%

Frequently Asked Questions

What is Cross Border Investment Management LLC's official website and social media links?

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Cross Border Investment Management LLC's official website is crossborderim.com and has social profiles on LinkedIn.

How much revenue does Cross Border Investment Management LLC generate?

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As of September 2026, Cross Border Investment Management LLC's annual revenue is estimated to be $10M - $25M.

What is Cross Border Investment Management LLC's NAICS code?

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Cross Border Investment Management LLC's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Cross Border Investment Management LLC have currently?

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As of September 2026, Cross Border Investment Management LLC has approximately 4 employees across 1 continents, including North America. Key team members include Partner - Chief Investment Officer: M. R. Explore Cross Border Investment Management LLC's employee directory with LeadIQ.

What industry does Cross Border Investment Management LLC belong to?

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Cross Border Investment Management LLC operates in the Investment Management industry.

What technology does Cross Border Investment Management LLC use?

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Cross Border Investment Management LLC's tech stack includes WordPress, oEmbed, Google Workspace, jQuery, Really Simple Discovery, Bootstrap, Apache and jQuery.scrollTo.

What is Cross Border Investment Management LLC's email format?

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Cross Border Investment Management LLC's email format typically follows the pattern of FirstL@crossborderim.com. Find more Cross Border Investment Management LLC email formats with LeadIQ.

When was Cross Border Investment Management LLC founded?

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Cross Border Investment Management LLC was founded in 2017.
Cross Border Investment Management LLC logo

Cross Border Investment Management LLC

Investment ManagementWashington, United States2-10 Employees

Cross Border Investment Management LLC is an independent private investment management firm based in Bellevue, Washington. It offers investment management and portfolio advisory services, focusing on prudent, yield-generating strategies for global investors and financial institutions, particularly in the private debt markets and other enhanced yield opportunities. The firm targets clients seeking diversified exposure across borders, providing guidance on investments, platform selection, and portfolio construction, including risk hedging and strategy development. Founded by experienced professionals in the capital markets, the company emphasizes liquidity, moderate leverage, and embedded yield premiums as features of its approach in a low-interest-rate environment. The team concentrates on managing client capital in funds or managed accounts registered in the Cayman Islands or approved in the British Virgin Islands.

Section iconCompany Overview

NAICS Code
5239 - Other Financial Investment Activities
Founded
2017
Employees
2-10

Section iconFunding & Financials

  • $10M - $25M

    Cross Border Investment Management LLC's revenue is estimated to be in the range of $10M - $25M

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