CRD: 147242
Constantine Barry Asset Management (Cbam)
$138.6M Total AUM
$2.0M Disc. AUM
13.2% 3Y CAGR
2 Employees
59 ADV. Clients
18 yrs Firm Age
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- Custodian
- Morgan Stanley · RBC · Royal Bank
- Clients
- Retail and Institutional
- Platforms
- Unison radial
- Established Date
- 05-01-2008
- Office Locations
- 2
Office Locations
445 Park Avenue 9TH Floor NEW York NY
590 Madison Avenue, Suite 1800 NEW York NY
About Constantine Barry Asset Management (Cbam)
Constantine Barry Asset Management (CBAM) is a New York-based investment adviser serving individuals and families seeking a long-term, quality-focused investment process. The firm designs bespoke portfolios built around publicly traded equities and fixed income, guided by established investor methodologies, with high-touch service and a custody framework centered on security, transparency, and accessibility.
Team overview
-- AVG AGE
$69.3M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
15.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
1 RIA Reps
18yrs Firm Age
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Asset Classes
Pathway wave Unison Alpha Pioneer harbor
Client Personas
Harbor vertex
Custodian
Delta Ridge Element Harbor momentum
Investment Themes
Oak delta
Investment Vehicles
Matrix wave Vital
Platform
Frontier harbor
Services
Quantum zenith Catalyst oak Element
Technology
Fusion alpha
Owner & Executives
D
DEAN BARRY
Managing Member, Owner
- CRD
- --
- Ownership
- 75% or more
(389) 911-2025
quantum.vital@alphacapital.com
in linkedin.com/in/momentum-timber
LAURENCE MITCHELL GUBERMAN
Chief Compliance Officer
- CRD
- #2160348
- Ownership
- Less than 5%
(285) 606-9736
vertex.north@catalystcapital.com
in linkedin.com/in/horizon-wave
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,963,920 | $654,640 |
| Non-Discretionary | $136,668,286 | $2,440,505 |
| Total | $138,632,206 | $2,349,698 |
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Separately Managed Accounts
Total SMA Asset: $138,632,206
Equity - Exchange:
24.3% U.S. Government/Agency:
11.6% Cash:
18.2% Other:
15.1% Municipal Bonds:
24.5% Public Funds:
6.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,186,425,546 | 24.3% |
| U.S. Government/Agency | $566,359,520 | 11.6% |
| Cash | $888,598,557 | 18.2% |
| Other | $737,243,858 | 15.1% |
| Municipal Bonds | $1,196,190,366 | 24.5% |
| Public Funds | $307,591,809 | 6.3% |
| Total | $4,882,409,656 | 100.0% |