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CANTOR FITZGERALD INVESTMENT ADVISORS
Legal name: CANTOR FITZGERALD INVESTMENT ADVISORS, L.P.
CRD 159296File 801-72852
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jul 15, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$3.24B
Top 25% of cohort (national)
Discretionary AUM
$3.24B
Clients
1,295
1,302 accounts
Employees
35
Above cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Nov 15, 2011
- Principal office
- 110 EAST 59TH STREET, 7TH FLOOR, NEW YORK, NY, 10022
- Phone
- (212) 915-1722
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.24B
- Discretionary AUM
- $3.24B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,302
- Non-discretionary accounts
- 0
- Total accounts
- 1,302
- AUM per client
- $2.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 24 | $47.2M |
| Investment companies | 6 | $1.68B |
| Charitable organizations | 35 | $46.0M |
| High net worth individuals | 625 | $1.14B |
| Pooled investment vehicles | 3 | $114.6M |
| Pension and profit sharing plans | 10 | $21.8M |
| Individuals (other than high net worth individuals) | 592 | $187.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — ASSETS UNDER A RESEARCH PROVIDER ARRANGEMENT
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11C1
- Q11C2
- Q11C4
- Q11C5
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.