CONSTANTINE BARRY ASSET MANAGEMENT (CBAM)

Overview

Constantine Barry Asset Management (Cbam) is a small, individually owned SEC-registered investment adviser that provides portfolio management primarily for individuals, families and small businesses. Registered with the SEC since 2008, the firm charges a combination of percentage-of-AUM and performance-based fees and is not positioned as a capital allocator or an active ESG investor. Its investment activity shows a clear tilt toward publicly traded equities, while discretionary authority is limited for most client relationships — the bulk of assets are managed on a non-discretionary basis. Advisory services focus on tailored portfolio construction and execution for private clients rather than large-scale institutional strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices