CBF ADVISORS, LLC

RIASEC RegisteredEst. 2019
Total AUM
$46.6M
Discretionary
$46.6M
100% of AUM
Avg account
$46.6M
Accounts
1
Employees
8
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
134079
Registered since
September 3, 2019
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

CBF Advisors, LLC is an SEC-registered investment adviser organized as an LLC and registered in 2019. The firm operates as a manager of pooled vehicles, combining hedge fund and venture capital strategies under a multifaceted fund-manager profile. Its client base is institutional, and it charges a mix of asset-based and performance-linked fees. CBF Advisors performs commodity pool operator/commodity trading adviser (CPO/CTA) activities and is listed as portfolio manager for pooled investment vehicles. The firm is not described as a capital allocator and is not an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Allison Daly

    Chief Strategy OfficerCRD 8068564

  • ELLIOTT WISLAR

    Chief Executive OfficerCRD 1492343

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
21 W 46th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth