CBF ADVISORS, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 134079
- Registered since
- September 3, 2019
- Website
- www.clearbrookglobal.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2Allison Daly
Chief Strategy OfficerCRD 8068564
ELLIOTT WISLAR
Chief Executive OfficerCRD 1492343
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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