Constantine Barry Asset Management (CBAM)
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$115,705,466
Clients
57
Advisors
1
of 2 employees
About
Constantine Barry Asset Management (CBAM) advises individuals (including high‑net‑worth clients), charitable organizations, corporations and institutions in sub‑advisory relationships. The firm offers investment supervisory services and individual portfolio management (available on both discretionary and non‑discretionary bases), model portfolio sub‑advisory for institutions, and consulting engagements.
CBAM’s process begins with data gathering on objectives, time horizon, risk tolerance, liquidity and tax factors and it uses fundamental analysis and mutual fund/ETF analysis to construct portfolios. While it can exercise discretion, the vast majority of client assets were managed on a non‑discretionary basis as of 12/31/2025 (approximately $1.96 million discretionary versus $136.67 million non‑discretionary).
Compared with many peers, CBAM accepts performance‑based fee arrangements for qualified clients and discloses the related conflicts of interest and eligibility requirements tied to those arrangements. The firm also serves a significant non‑U.S. client base—using and accommodating non‑U.S. custodians and offering currency‑adjusted performance calculations—and combines institutional sub‑advisory model work with a consulting practice that can be structured on fixed, asset‑based or hourly terms.
Client services
Expertise
Fee options
Fixed consulting fees up to $500,000 annually
$0 - $15,000,000: 1.00% annually $15,000,001 - $50,000,000: 0.75% annually $50,000,001+: Negotiable
Up to $500 per hour for consulting services
Up to 25% of performance above an appropriate index or typically 20% of net profits above hurdle rate; only for clients with net worth of at least $2,200,000 or $1,100,000 under management
Account minimum: $1,100,000 Fee-only: Fixed fee, asset-based fee or hourly fee for consulting services; generally up to $500,000 annually fixed, or 0.10% to 1.00% asset-based, or up to $500/hour hourly rate
Main office
590 Madison Avenue, Suite 1800
New York NY 10022
Advisors at this office
1
Most active in
New Hampshire · New York · Pennsylvania
Also doing business as
Cb Capital Advisors, LLC · Constantine Barry Asset Management (Cbam)
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)