|
⚲
|
| CB Capital Advisors LLC
✚
|
|
|---|---|
| CRD # | 147242 |
| SEC # | 801-69177 |
| CIK # | |
| AUM | $138.6 M (2026-03-13) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 646-798-3850 |
| Address | 445 Park Avenue New York, NY 10022 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 15 | 1.4 |
| (b) Individuals (high net worth individuals) | 42 | 114.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 22.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 59 | 138.6 |
| By Discretionary | ||
| Discretionary | 3 | 2.0 |
| Non-Discretionary | 56 | 136.7 |
| Total | 59 | 138.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 92.0 | |
| United States Persons | 46.7 | |
| Total | 59 | 138.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Broussard Financial Group LLC
✚
|
LA | 0.1 |
|
Dorato Capital Management
✚
|
0.1 | |
|
Howland and Associates LLC
✚
|
FL | 0.1 |
|
Marchand Faries Financial Management Inc
✚
|
0.1 | |
|
Strategic Probability Partners LLC
✚
|
0.1 | |
|
Centerpiece Wealth Advisor LLC
✚
|
CO | 0.1 |
|
Stone LOFT Wealth Management LLC
✚
|
0.1 | |
|
Comprehensive Planning Associates Inc
✚
|
NH | 0.1 |
|
Blueprint Wealth Management Advisors LLC
✚
|
0.1 | |
|
FSAM LLC
✚
|
GA | 0.1 |