C CUBED CAPITAL PARTNERS, LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents100%
Owners & executives
1 of 1Andrew Feldman
Chief Underwriting OfficerCRD 8245505
Contacts
3 of 3Joshua Goldstein
General CounselCRD 8245500
Lisa DiDario Johnson
PartnerCRD 7806028
ALFREDO CHANG
PartnerCRD 5349224
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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