CB CAPITAL ADVISORS, LLC
Legal name: CONSTANTINE BARRY ASSET MANAGEMENT (CBAM)
CRD #147242 SEC #801-69177 NEW YORK, NY 646-798-3850
SEC Registered
Total AUM
$114.2M
Discretionary
$1.8M
Employees
2
Clients
--
Accounts
55
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $114.2M | $1.8M | $112.4M | 2 | 0 |
| Dec 2024 | $110.3M | $1.9M | $108.4M | 2 | 0 |
| Mar 2024 | $110.3M | $1.9M | $108.4M | 2 | 0 |
| Mar 2023 | $96.5M | $2.5M | $94.1M | 2 | 0 |
| Mar 2022 | $97.6M | $2.6M | $95M | 2 | 0 |
| Mar 2021 | $89.2M | $2.1M | $87.1M | 2 | 0 |
| Feb 2021 | $111.4M | $2.2M | $109.2M | 2 | 0 |
| Jun 2020 | $111.4M | $2.2M | $109.2M | 2 | 0 |
| Mar 2020 | $111.4M | $2.2M | $109.2M | 2 | 0 |
| Mar 2019 | $106.2M | $6.9M | $99.3M | 2 | 0 |
| Jan 2019 | $146.1M | $8M | $138.1M | 2 | 0 |
| Mar 2018 | $146.1M | $8M | $138.1M | 2 | 0 |
| Mar 2017 | $133.2M | $15.9M | $117.3M | 2 | 26 |
| Mar 2016 | $118M | $14.3M | $103.7M | 2 | 26 |
| Mar 2015 | $124.9M | $32.6M | $92.4M | 2 | 26 |
| May 2014 | $126.8M | $30.7M | $96.2M | 3 | 26 |
| Mar 2014 | $126.8M | $30.7M | $96.2M | 3 | 26 |
| Mar 2013 | $214.7M | $26.2M | $188.5M | 3 | 26 |
| Mar 2012 | $212.5M | $28.1M | $184.5M | 1 | 26 |
| Feb 2011 | $214.4M | $31.2M | $183.2M | 5 | -- |
| Jan 2011 | $232.6M | $43.2M | $189.4M | 5 | -- |
| Oct 2010 | $232.6M | $43.2M | $189.4M | 5 | -- |
| Aug 2010 | $232.6M | $43.2M | $189.4M | 5 | -- |
| May 2010 | $232.6M | $43.2M | $189.4M | 5 | -- |
DateMar 2025
Total AUM$114.2M
Discretionary$1.8M
Non-Disc.$112.4M
Employees2
Clients0
DateDec 2024
Total AUM$110.3M
Discretionary$1.9M
Non-Disc.$108.4M
Employees2
Clients0
DateMar 2024
Total AUM$110.3M
Discretionary$1.9M
Non-Disc.$108.4M
Employees2
Clients0
DateMar 2023
Total AUM$96.5M
Discretionary$2.5M
Non-Disc.$94.1M
Employees2
Clients0
DateMar 2022
Total AUM$97.6M
Discretionary$2.6M
Non-Disc.$95M
Employees2
Clients0
DateMar 2021
Total AUM$89.2M
Discretionary$2.1M
Non-Disc.$87.1M
Employees2
Clients0
DateFeb 2021
Total AUM$111.4M
Discretionary$2.2M
Non-Disc.$109.2M
Employees2
Clients0
DateJun 2020
Total AUM$111.4M
Discretionary$2.2M
Non-Disc.$109.2M
Employees2
Clients0
DateMar 2020
Total AUM$111.4M
Discretionary$2.2M
Non-Disc.$109.2M
Employees2
Clients0
DateMar 2019
Total AUM$106.2M
Discretionary$6.9M
Non-Disc.$99.3M
Employees2
Clients0
DateJan 2019
Total AUM$146.1M
Discretionary$8M
Non-Disc.$138.1M
Employees2
Clients0
DateMar 2018
Total AUM$146.1M
Discretionary$8M
Non-Disc.$138.1M
Employees2
Clients0
DateMar 2017
Total AUM$133.2M
Discretionary$15.9M
Non-Disc.$117.3M
Employees2
Clients26
DateMar 2016
Total AUM$118M
Discretionary$14.3M
Non-Disc.$103.7M
Employees2
Clients26
DateMar 2015
Total AUM$124.9M
Discretionary$32.6M
Non-Disc.$92.4M
Employees2
Clients26
DateMay 2014
Total AUM$126.8M
Discretionary$30.7M
Non-Disc.$96.2M
Employees3
Clients26
DateMar 2014
Total AUM$126.8M
Discretionary$30.7M
Non-Disc.$96.2M
Employees3
Clients26
DateMar 2013
Total AUM$214.7M
Discretionary$26.2M
Non-Disc.$188.5M
Employees3
Clients26
DateMar 2012
Total AUM$212.5M
Discretionary$28.1M
Non-Disc.$184.5M
Employees1
Clients26
DateFeb 2011
Total AUM$214.4M
Discretionary$31.2M
Non-Disc.$183.2M
Employees5
Clients--
DateJan 2011
Total AUM$232.6M
Discretionary$43.2M
Non-Disc.$189.4M
Employees5
Clients--
DateOct 2010
Total AUM$232.6M
Discretionary$43.2M
Non-Disc.$189.4M
Employees5
Clients--
DateAug 2010
Total AUM$232.6M
Discretionary$43.2M
Non-Disc.$189.4M
Employees5
Clients--
DateMay 2010
Total AUM$232.6M
Discretionary$43.2M
Non-Disc.$189.4M
Employees5
Clients--