Cross Point Capital LLC (CPC) was established in 2005 and is a registered broker-dealer and boutique investment bank with offices in Kingston, NJ and Charlotte, NC.

We specialize in the analysis and trading of fixed income securities including:

• Municipal Underwriting
• Agency Mortgage
• Commercial Mortgage Backed Securities (CMBS)
• Residential Mortgage Backed Securities (RMBS)
• Commercial, Consumer, and Student Loan Asset Backed Securities (ABS)
• Corporate Bonds
• Credit Derivatives
• Whole Loans
• Collateralized Debt Obligations (CDO's)
• Collateralized Loan Obligations (CLO's)
• SBA Loans, Pools, and IO's
• Trust Preferred Securities (TRUPS)

Cross Point Capital, LLC provides full service financial consulting in the following areas:

• Municipal Financial Advisory
• Auction Rate Broker Dealer Services and Secondary Market Trading
• Structuring/Restructuring
• Asset Valuation
• Risk Management
• Market Strategy
• Work out advisory services

CPC is a Delaware incorporated boutique investment bank/broker-dealer that is registered with SEC, a member of FINRA (www.finra.org) and SIPC (sipc.org), and a minority business enterprise (MBE).  CPC is headquartered in Kingston, NJ and its primary banking, sales, and trading operations are in Charlotte, NC.

CPC is licensed to act as a broker and dealer permitted to sell or underwrite corporate securities, US Government securities, municipal securities, private placement securities, MBS, CMO, ABS and other receivables (including student loans).  CPC is a DTC participant and has arrangements to settle and clear trades.