Constantine Barry Asset Management (Cbam) is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 13, 2026, reports $139M in regulatory assets under management, 2 employees, 1 office, and 59 accounts.
Assets Under Management
$139M
Employees
2
Offices
1 office
Total Clients
59
Primary office
NEW YORK, NY
445 PARK AVENUE, 9TH FLOOR, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 71.2% of total clients.
Top client categories% of clientsClients
1
HNWI
71.2%
42
2
Individuals
25.4%
15
3
Charitable
3.4%
2
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$139Mas of March 13, 2026
Discretionary1.4%
$2M
1% of total RAUM1.4%
Non-discretionary98.6%
$137M
99% of total RAUM98.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$139M
Total Accounts59
10Y AUM Change+$5M (+4.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee30:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.