|
⚲
|
| CB Capital Advisors LLC
✚
| |
|---|---|
| CRD # | 147242 |
| SEC # | 801-69177 |
| CIK # | |
| AUM | $110.3 MM (2024-03-08) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 646-798-3850 |
| Address | 590 Madison Avenue New York, NY 10022 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 12 | 1.5 |
| (b) Individuals (high net worth individuals) | 39 | 83.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 25.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 53 | 110.3 |
| By Discretionary | ||
| Discretionary | 4 | 1.9 |
| Non-Discretionary | 49 | 108.4 |
| Total | 53 | 110.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 68.6 | |
| United States Persons | 41.7 | |
| Total | 53 | 110.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Bannerman Wealth Management Group LLC
✚
|
TX | 0.1 |
|
Step Change Advisors LLC
✚
|
MO | 0.1 |
|
Mokan Wealth Management Inc
✚
|
KS | 0.1 |
|
Lane Generational LLC
✚
|
MA | 0.1 |
|
Integrity RIA LLC
✚
|
LA | 0.1 |
|
Stephen J Garry & Associates LLC
✚
|
NY | 0.1 |
|
Unified Investment Management LLC
✚
|
GA | 0.1 |
|
Financial Management Associates LLC
✚
|
MA | 0.1 |
|
Cypress Advisory Group LLC
✚
|
AZ | 0.1 |
|
Strategy Inc
✚
|
TX | 0.1 |