Constantine Barry Asset Management (CBAM)
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$115,705,466
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
57
74% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
57
HighAverage account size
$2,029,920
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
Portfolio management
Investment consulting
Expertise
Active portfolio management
Options & derivatives strategies
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 location
Constantine Barry Asset Management (CBAM)
445 Park Avenue, 9 Th Floor
New York NY 10022, United States
Number of offices
2
Most active in
Constantine Barry Asset Management (CBAM) has reported serving >5 clients in these states in the last 12 months.
New Hampshire · New York · Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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