|
⚲
|
| CB Capital Advisors LLC
✚
|
|
|---|---|
| CRD # | 147242 |
| SEC # | 801-69177 |
| CIK # | |
| AUM | $96.5 MM (2023-03-24) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 646-798-3850 |
| Address | 590 Madison Avenue New York, NY 10022 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 9 | 0.8 |
| (b) Individuals (high net worth individuals) | 41 | 75.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 19.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 52 | 96.5 |
| By Discretionary | ||
| Discretionary | 5 | 2.5 |
| Non-Discretionary | 47 | 94.1 |
| Total | 52 | 96.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 61.7 | |
| United States Persons | 34.8 | |
| Total | 52 | 96.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Frango Financial LLC
✚
|
DC | 0.1 |
|
Tublin - Difusco Advisors Inc
✚
|
NY | 0.1 |
|
Aviator Financial Consulting LLC
✚
|
TX | 0.1 |
|
Martin D Parlato & Associates Inc
✚
|
FL | 0.1 |
|
West End Wealth Management LLC
✚
|
CO | 0.1 |
|
Boston Asset Management Inc
✚
|
FL | 0.1 |
|
R W Baker Wealth Management Group LLC
✚
|
WY | 0.1 |
|
Lane Generational LLC
✚
|
MA | 0.1 |
|
Timothy J Ellis Inc
✚
|
NY | 0.1 |
|
Heisten Financial LLC
✚
|
AK | 0.1 |