Overview
Assets Under Management: $139 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 42
Average Client Assets: $2.7 million
Frequently Asked Questions
CONSTANTINE BARRY ASSET MANAGEMENT (CBAM) is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #147242), CONSTANTINE BARRY ASSET MANAGEMENT (CBAM) is subject to fiduciary duty under federal law.
CONSTANTINE BARRY ASSET MANAGEMENT (CBAM) is headquartered in NEW YORK, NY.
CONSTANTINE BARRY ASSET MANAGEMENT (CBAM) serves 42 high-net-worth clients according to their SEC filing dated March 13, 2026. View client details ↓
According to their SEC Form ADV, CONSTANTINE BARRY ASSET MANAGEMENT (CBAM) offers portfolio management for individuals. View all service details ↓
CONSTANTINE BARRY ASSET MANAGEMENT (CBAM) manages $139 million in client assets according to their SEC filing dated March 13, 2026.
According to their SEC Form ADV, CONSTANTINE BARRY ASSET MANAGEMENT (CBAM) serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 42
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.44%
Average Client Assets: $2.7 million
Total Client Accounts: 59
Discretionary Accounts: 3
Non-Discretionary Accounts: 56
Regulatory Filings
CRD Number: 147242
Filing ID: 2045213
Last Filing Date: 2026-03-13 16:28:44