C CUBED CAPITAL PARTNERS, LLC

RIASEC RegisteredEst. 2023
Total AUM
$363M
Discretionary
$363M
100% of AUM
Avg account
$121M
Accounts
3
Employees
8
Advisory reps
4

Firm details

Headquarters
BOCA RATON, Florida
CRD number
328128
Registered since
October 23, 2023
Custodians
GPP GROUP
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles69.48%
  • Other30.52%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

C Cubed Capital Partners, LLC is a privately held limited liability company registered with the SEC in 2023 and organized to manage pooled investment vehicles with a focus on securitized assets. The firm serves institutional clients and provides portfolio management for pooled vehicles and for businesses or institutions. It also acts as sponsor, general partner and managing member of pooled investment vehicles it advises. Compensation is reported as a combination of a percentage-of-assets fee and performance-based fees. The firm does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Cash & Cash Equivalents 100%100%
  • Cash & Cash Equivalents100%

Owners & executives

1 of 1
  • Andrew Feldman

    Chief Underwriting OfficerCRD 8245505

Contacts

3 of 3
  • Joshua Goldstein

    General CounselCRD 8245500

  • Lisa DiDario Johnson

    PartnerCRD 7806028

  • ALFREDO CHANG

    PartnerCRD 5349224

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BOCA RATON, FL

PALM BEACH

Location

BOCA RATON, FL

Headquartered in BOCA RATON, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
PALM BEACH
Address
1800 N Military Trl
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth