C Cubed Capital Partners, LLC

RIASEC RegisteredEst. 2023

Total AUM

$363M

Discretionary

$363M

100% of AUM

Avg account

$121M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Boca Raton, Florida
CRD number: 328128
Registered since: October 23, 2023
Website: ccubedcapitalpartners.com
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 owned investment manager that focuses on pooled securitized strategies for institutional clients. The firm is organized as an LLC and registered with the SEC in 2023. Its advisory activity centers on managing portfolios for pooled investment vehicles and for business or institutional investors. C Cubed acts in sponsor and general partner capacities for pooled vehicles and charges a mix of assets-under-management fees and performance-based fees. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser or pension consultant.