Private fund adviser · Boca Raton, FL
C Cubed Capital Partners, LLC
SEC-registered investment adviser · CRD 328128 · SEC 801-128940
At a glance
C Cubed Capital Partners, LLC is an SEC-registered investment adviser based in Boca Raton, Florida, with $363 million in regulatory assets under management as of its Form ADV filed March 31, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 3,383rd of 4,686 private fund advisers and 9,258th of 17,210 SEC-registered advisers by assets.
Main office 561-576-9145ccubedcapitalpartners.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $363M
- Rank among private fund advisers
- #3,383 of 4,686
- Rank among all SEC RIAs
- #9,258 of 17,210
- Rank in Florida
- #523 of 1,090
- Clients
- 3
- Accounts
- 3
- Discretionary
- 100% of AUM
- Employees
- 8
- Advisory staff
- 3
- Offices
- 2
Owners and executives on its Form ADV
- Alfredo Y. ChangManager,member
- Lisa DiDario JohnsonMember, Chief Compliance Officer
- Joshua GoldsteinGeneral Counsel
- Andrew FeldmanChief Underwriting Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 2 | $252M | 69% |
| Other | 1 | $111M | 31% |
Private funds
C Cubed Capital Partners, LLC reports 2 private funds with $252M in gross assets: securitized asset funds, other private funds (Form ADV Item 7.B).
Disciplinary disclosures
C Cubed Capital Partners, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗ccubedcapitalpartners.com ↗
AtlasMembers
The full record on C Cubed Capital Partners, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 2 years of filings
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- Growth over one, three and five years
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- Rank against 2,185 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does C Cubed Capital Partners, LLC manage?
C Cubed Capital Partners, LLC reports $363 million in regulatory assets under management across 3 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
What kind of firm is C Cubed Capital Partners, LLC?
C Cubed Capital Partners, LLC is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are C Cubed Capital Partners, LLC’s clients?
By assets, its largest client types are pooled investment vehicles ($252 million, 2 clients); other ($111 million, 1 clients).
Does C Cubed Capital Partners, LLC manage private funds?
Yes. It reports 2 private funds with $252 million in gross assets, including securitized asset funds, other private funds.
Does C Cubed Capital Partners, LLC have any disciplinary history?
C Cubed Capital Partners, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is C Cubed Capital Partners, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →