← Back to searchVisit website
CONSTANTINE BARRY ASSET MANAGEMENT (CBAM)
CB CAPITAL ADVISORS, LLC
CRD 147242 · SEC 801-69177
445 PARK AVENUE, 9TH FLOOR, NEW YORK, NY, 10022, United States
Phone
646-798-3850
Fax
646-798-3851
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$138.6M
Discretionary AUM
$2.0M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-13
Disciplinary history
No
Services
Portfolio management (individuals)INVESTMENT CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 15 | $1.4M |
| High net worth individuals | 42 | $114.3M |
| Charitable organizations | 2 | $22.9M |
States served
NY, PA, NH
All web addresses on file
Official SEC filing: View on IAPD