CUBIC ASSET MANAGEMENT, LLC
CRD #145169 SEC #801-68445 BOSTON, MA 617-456-1373
SEC Registered Private Funds
Total AUM
$679.3M
Discretionary
$679.3M
Employees
6
Clients
0
Accounts
305
Firm Details
- Organization Type
- Limited Liability Partnership
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 13, 2024
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KAPLAN, JAMES, LAWRENCE | I | MANAGING MEMBER | E | Control |
| KAPLAN, JAMES, LAWRENCE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| KAPLAN, JAMES, LAWRENCE | I | MANAGING MEMBER | E | Control |
| KAPLAN, JAMES, LAWRENCE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| KAPLAN, JAMES, LAWRENCE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| KAPLAN, JAMES, LAWRENCE | I | MANAGING MEMBER | E | Control |
| KAPLAN, JAMES, LAWRENCE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| KAPLAN, JAMES, LAWRENCE | I | MANAGING MEMBER | E | Control |
| KAPLAN, JAMES, LAWRENCE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| KAPLAN, JAMES, LAWRENCE | I | MANAGING MEMBER | E | Control |
| KAPLAN, JAMES, LAWRENCE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| KAPLAN, JAMES, LAWRENCE | I | MANAGING MEMBER | E | Control |
| KAPLAN, JAMES, LAWRENCE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| KAPLAN, JAMES, LAWRENCE | I | MANAGING MEMBER | E | Control |
| KAPLAN, JAMES, LAWRENCE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| KAPLAN, JAMES, LAWRENCE | I | MANAGING MEMBER | E | Control |
| KAPLAN, JAMES, LAWRENCE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| KAPLAN, JAMES, LAWRENCE | I | MANAGING MEMBER | E | Control |
| KAPLAN, JAMES, LAWRENCE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| KAPLAN, JAMES, LAWRENCE | I | MANAGING MEMBER | E | Control |
| KAPLAN, JAMES, LAWRENCE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| KAPLAN, JAMES, LAWRENCE | I | MANAGING MEMBER | E | Control |
| KAPLAN, JAMES, LAWRENCE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| KAPLAN, JAMES, LAWRENCE | I | MANAGING MEMBER | E | Control |
| KAPLAN, JAMES, LAWRENCE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| KAPLAN, JAMES, LAWRENCE | I | MANAGING MEMBER | E | Control |
| KAPLAN, JAMES, LAWRENCE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| KAPLAN, JAMES, LAWRENCE | I | MANAGING MEMBER | E | Control |
| KAPLAN, JAMES, LAWRENCE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| KAPLAN, JAMES, LAWRENCE | I | MANAGING MEMBER | E | Control |
| KAPLAN, JAMES, LAWRENCE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| KAPLAN, JAMES, LAWRENCE | I | MANAGING MEMBER | E | Control |
| KAPLAN, JAMES, LAWRENCE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| KAPLAN, JAMES, LAWRENCE | I | MANAGING MEMBER | E | Control |
| KAPLAN, JAMES, LAWRENCE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| KAPLAN, JAMES, LAWRENCE | I | MANAGING MEMBER | E | Control |
| KAPLAN, JAMES, LAWRENCE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| KAPLAN, JAMES, LAWRENCE | I | MANAGING MEMBER | E | Control |
| KAPLAN, JAMES, LAWRENCE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| KAPLAN, JAMES, LAWRENCE | I | MANAGING MEMBER | E | Control |
| KAPLAN, JAMES, LAWRENCE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| KAPLAN, JAMES, LAWRENCE | I | MANAGING MEMBER | E | Control |
| KAPLAN, JAMES, LAWRENCE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| KAPLAN, JAMES, LAWRENCE | I | MANAGING MEMBER | E | Control |
| KAPLAN, JAMES, LAWRENCE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| KAPLAN, JAMES, LAWRENCE | I | MANAGING MEMBER | E | Control |
| KAPLAN, JAMES, LAWRENCE | I | CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 13, 2024 REGISTERED
Notice Filings (8)
CA FL IL MA NH NY OK TX
Address
800 BOYLSTON STREETSUITE 2830
BOSTON, MA 02199-8090
United States
Phone: 617-456-1373