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| Cantor Fitzgerald Investment Advisors LP
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| |
|---|---|
| CRD # | 159296 |
| SEC # | 801-72852 |
| CIK # | 0001710477 |
| AUM | $2.4 B (2025-05-08) |
| Employees | 35 (20% Investors, 77% Brokers) |
| Phone | 212-915-1722 |
| Address | 110 East 59th Street New York, NY 10022 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| MicroStrategy Inc | 1.8 | ||
| Nvidia Corp | 0.5 | ||
| Super Micro Computer Inc | 0.2 | ||
| Advanced Micro Devices Inc | 0.2 | ||
| Fidelity Wise Origin Bitcoin Fund | 0.1 | ||
| Robinhood Markets Inc | 0.1 | ||
| Tesla Motors Inc | 0.1 | ||
| Alibaba Group Holding Ltd | 0.1 | ||
| iShares Bitcoin Trust | 0.1 | ||
| GCM Grosvenor Inc | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | Cantor Hunt Real Estate Opportunity Partners LP | [2025-03-14] | 100.0 | 8.1 |
| Other | Cantor Realty Fund III LP | [2018-02-23] | 27.2 | 23.1 |
| Other | Cantor Realty Fund II LP | 2017-06-08 | 0.0 | |
| HF | Cantor Realty Fund I LP | [2016-03-30] | 12.5 | 23.0 |
| HF | Bond Strategy Partners LLC | 2013-04-01 | 0.8 | |
| HF | Cantor Alternative Strategies Trust | 2012-03-30 | 157.2 | |
| HF | Coast Diversified Fund II Hub Ltd | 2012-03-30 | 2.2 | |
| HF | Coast Diversified Master Fund Ltd | 2012-03-30 | 77.1 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 637 | 0.2 |
| (b) Individuals (high net worth individuals) | 577 | 1.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 6 | 1.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 0.0 |
| (h) Charitable organizations | 32 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 23 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,286 | 2.4 |
| By Discretionary | ||
| Discretionary | 1,286 | 2.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,286 | 2.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.4 | |
| Total | 1,286 | 2.4 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| William Ferri | 37 | |||
| James Hunt | 32 | |||
| Guy Arnold | 3 | |||
| Cantor Fitzgerald Investors LLC | 44 | |||
| Christopher Milner | 11 | |||
| Howard Lutnick | 8 | |||
| Paul Pion | 6 | |||
| Daniel Singer | 6 | |||
| Cantor Fitzgerald Investment Advisors LP | 4 | |||
| Louis Conforti | 2 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001710477] | |
| 13F-NT | [0001710477] | |
| 3 | [0001710477] | |
| 4 | [0001710477] |
| Form 3/4/5 Subject | 2011 - 2025 |
|---|---|
| Cantor Fitzgerald Investment Advisors LP | |
| Cantor Fitzgerald Infrastructure Fund |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Proficio Capital Partners LLC
✚
|
MA | 4.0 |
|
Altes Capital LLC
✚
|
NY | 3.1 |
|
Wellesley Asset Management Inc
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|
NH | 2.1 |
|
Howard Financial Services Ltd
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|
TX | 1.4 |
|
Financial Management Professionals Inc
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|
TX | 1.1 |
|
NexWave Capital Partners LLC
✚
|
NY | 1.0 |
|
New Vernon Advisers LP
✚
|
NJ | 0.9 |
|
Omnia Family Wealth LLC
✚
|
FL | 0.9 |
|
The Weil Company
✚
|
CA | 0.8 |
|
ANDA Asset Management Co Ltd
✚
|
0.6 |