Constantine Barry Asset Management (Cbam)
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Learn more about Constantine Barry Asset Management (Cbam)
Overview
Constantine Barry Asset Management (Cbam) is located at 590 Madison Avenue, New York, NY. The firm employs 2 financial advisors to manage client portfolios and provide financial guidance. Constantine Barry Asset Management (Cbam) is not a registered broker-dealer.
Constantine Barry Asset Management (Cbam) oversees $110.3 million in assets under management across 53 accounts, of which 4 are discretionary and 49 are non-discretionary. The services offered include portfolio management for individuals and small businesses, as well as other services. The firm caters to retail investors, high net worth investors, and charitable organizations, with high net worth investors being the largest client type by accounts. The fee structure at Constantine Barry Asset Management (Cbam) includes asset-based and performance-based fees. The firm has 39 high net worth clients.
Constantine Barry Asset Management (Cbam) is registered in the states of New Hampshire, New York, and Pennsylvania.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Constantine Barry Asset Management (Cbam) by the Numbers
$110.3 million
2
53
$2.1 million
Fee Structure
Fees for financial management usually are based on the type of services offered. Fees billed by Constantine Barry Asset Management (Cbam) can include any blend of the following fee types: asset-based or performance-based.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company provides services to retail investors, high net worth investors, and charitable organizations. Out of its 3 clients, Constantine Barry Asset Management (Cbam)'s largest client type by number of accounts is high net worth investors, although it also caters to 39 high-net-worth individuals. The SEC defines a high-net-worth individual as a person who has at least $750,000 under management or a net worth of at least $1,50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 73.58%
- Other Individuals - 22.64%
- Corporations - 0%
- Charitable Organizations - 3.77%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Constantine Barry Asset Management (Cbam) does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Constantine Barry Asset Management (Cbam)
New York, NY
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