Cantor Fitzgerald Investment Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,331,918,213
Clients
1,217
Advisors
32
across 3 offices
About
Cantor Fitzgerald Investment Advisors, L.P. provides discretionary investment management and advisory services to a broad client base that includes individual and high‑net‑worth investors, institutional clients, financial intermediaries, registered investment companies, and privately offered pooled vehicles. The firm also acts as an advisor, sub‑advisor, model portfolio provider, and research provider to sponsored programs, TAMPs, UMAs, and other third‑party platforms.
CFIA offers proprietary ETF model portfolios built using a three‑step process of asset allocation, portfolio construction, and periodic rebalancing, and implements strategic, tactical and opportunistic asset allocation informed by macroeconomic research while primarily utilizing index‑based ETFs for diversification. Its separate Value and Income strategies follow a large‑cap value orientation with fundamental analysis, dividend‑income emphasis and limited use of covered‑call option writing, and CFIA manages fixed‑income exposure with relatively shorter average maturities consistent with client objectives.
The firm is the adviser to multiple registered investment companies (including the Equity Dividend Plus, Infrastructure, Large Cap Focused, International Equity, Equity Opportunity, and High Income funds) and operates a continuously‑offered interval Infrastructure Fund that allocates to both private infrastructure funds and public infrastructure securities; CFIA also sponsors and advises private pooled funds that may pay performance‑based allocations. CFIA recently consolidated Smith Group Asset Management, LLC as a wholly owned subsidiary and discloses affiliations with a broker‑dealer in the Cantor Fitzgerald group and with affiliates that serve as general partners or hold interests in trading venues—relationships that the firm identifies in its brochure and addresses through disclosed policies and procedures.
Client services
Expertise
Fee options
$0 - $1,000,000: 0.75% annually $1,000,001 - $10,000,000: 0.60% annually $10,000,001+: 0.50% annually
Portfolio analysis and review provided at negotiable hourly rates.
Performance-based allocation fees charged for certain Private Funds; no performance fees for Managed ETF Portfolios, Value and Income Strategies, or Registered Funds.
Account minimum: $500,000 Fee-only: Advisory fees based on assets under management; no commissions for advisory services.
Main office
See office110 East 59th Street, 7th Floor
New York NY 10022
Advisors at this office
28
Offices (3)
Most active in
Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming
Also doing business as
Bsp Member Manager, LLC (Relying Advisor) · Cantor Fitzgerald Investment Advisors · Cantor Fitzgerald Investment Advisors, L.P. · Cdf Ii, LLC (Relying Advisor) · Cdmf, LLC (Relying Advisor) · Efficient Market Advisors · Flippin Bruce & Porter
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Advisors at this firm
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