CONSTANTINE BARRY ASSET MANAGEMENT (CBAM)
SEC RegisteredThe goal of Constantine Barry Asset Management and the driving passion of the service we provide is to secure and further the quality of life of individuals and families for perpetuity.
About the firm
Constantine Barry Asset Management (CBAM) designs bespoke portfolios of the world's leading publicly traded investments for individuals and families. CBAM's core principle is that a client's entire investment architecture should be imbued with elements of leading quality, encompassing leading service, thought, assets, and structure.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Design of bespoke portfolios consisting of leading quality equities and bonds, held within secure custodial structures, supported by high levels of personal attention, with a focus on preserving and compounding purchasing power over the long-term.
Who they serve
Individuals and families who wish to upgrade their investment process and accumulate wealth through strategies that build value for the long-term.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 15 | $1.4M |
| High Net Worth Individuals | 42 | $114M |
| State/Municipal Entities | 2 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of March 13, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CONSTANTINE BARRY ASSET MANAGEMENT (CBAM) has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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