Cbam Partners, LLC is a large advisory firm based in New York. It manages $10.57 billion of regulatory assets for 16 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of California, New York, and South Carolina.
Cbam Partners provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Cbam Partners, LLC is $10.57 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 235% since the beginning of its operation, and $9.21 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Cbam Partners, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to insurance companies and pooled investment vehicles. The largest group of clients of Cbam Partners is pooled investment vehicles with 11 clients and $9.21 billion of assets under management. Among the 11 most similar advisory firms, Cbam Partners has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $10.57 billion for 16 clients. 69% of the firm’s clients are foreign persons or businesses.
Cbam Partners also advises several private funds. Namely, eleven securitized asset funds. The minimum investment commitment required of non-related persons is $250,000 for each fund.
The company employs 26 people that are either part- or full-time employees. 85 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Cbam Partners, LLC performs its advisory services is located at 51 Astor Place, New York, NY 10003, which is also the mailing address of the firm. An additional office of the firm is in West Hollywood, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212 603 3100. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at cbam.com.