Investment adviser · CRD 147242
CONSTANTINE BARRY ASSET MANAGEMENT (CBAM)
Investment adviser filing (IA)
CB CAPITAL ADVISORS, LLC
NEW YORK, NY, United States · Form ADV filed Mar 13, 2026
- Regulatory AUM
- $139M Form ADV · Item 5.F
- Client accounts
- 59 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 42 | $114,286,680 | 82.4% |
| Charities | Fewer than 5 | $22,926,740 | 16.5% |
| Individuals | 15 | $1,418,786 | 1.0% |
Filing source
Form ADV 2045213 · Mar 13, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 13, 2026. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets · Performance-based
Principal office
445 PARK AVENUE, 9TH FLOORNEW YORK, NY, 10022, United States
CRD 147242
Filing source
Form ADV 2045213 · Mar 13, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.