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CONSTANTINE BARRY ASSET MANAGEMENT (CBAM)
Legal name: CB CAPITAL ADVISORS, LLC
CRD 147242File 801-69177
APPROVED
Retail clients
Filing as of Mar 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$138.6M
Bottom 25% of cohort (national)
Discretionary AUM
$2.0M
Non-discretionary $136.7M
Clients
59
59 accounts
Employees
2
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- May 13, 2008
- Principal office
- 445 PARK AVENUE, 9TH FLOOR, NEW YORK, NY, 10022
- Phone
- 646-798-3850
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $138.6M
- Discretionary AUM
- $2.0M
- Non-discretionary AUM
- $136.7M
- Discretionary accounts
- 3
- Non-discretionary accounts
- 56
- Total accounts
- 59
- AUM per client
- $2.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $22.9M |
| High net worth individuals | 42 | $114.3M |
| Individuals (other than high net worth individuals) | 15 | $1.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.