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Building 2CONSTANTINE BARRY ASSET MANAGEMENT (CBAM)

Map pinNEW YORK, NY
Phone646-798-3850
NotebookSEC #801-69177
Total AUM
$138.6M
Employees
2
Clients
59

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
445 PARK AVENUE
9TH FLOOR
NEW YORK
NY 10022
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
646-798-3850
Other Offices
1

ReceiptFinancials

Total AUM
$138.6M
Accounts
59
Discretionary
$2M
Accounts
3
Non-Discretionary
$136.7M
Accounts
56

ContactClients

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Individual Clients
15
AUM
$1.4M
HNW Individual Clients
42
AUM
$114.3M
Charitable Organization Clients
2
AUM
$22.9M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementOther Services
Other Services
INVESTMENT CONSULTING
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
NHNYPA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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