C
CRD: 174967
Cubed Systems
LAS Vegas, NV
7022721359
$61.7M Total AUM
$40.7M Disc. AUM
-- 3Y CAGR
1 Employees
41 ADV. Clients
10 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-28-2015
- Office Locations
- 1
Office Locations
-- LAS Vegas NV
About Cubed Systems
Cubed Systems is a LAS Vegas-based RIA. The firm has been operating for 10 years. Managing $61.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Charitable Giving, Financial Planning.
Team overview
-- AVG AGE
$61.7M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
10.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Zenith Optima Foundation matrix Quantum crest Legacy Unison timber Legacy
Client Personas
Summit delta
Investment Themes
Pioneer Delta Oak Atlas Glacier
Investment Vehicles
Signal ember Harbor radial
Services
Frontier unison Ridge Value Prime Timber Vector eagle Meridian vital
Owner & Executives
R
ROBERT PATRICK BAFFA JR
Director, PRINCIPAL
- CRD
- #2367531
- Ownership
- 75% or more
(583) 224-8707
legacy.summit@vertexcapital.com
in linkedin.com/in/oak-timber
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,700,000 | -- |
| Non-Discretionary | $21,000,000 | -- |
| Total | $61,700,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $61,700,000
Equity - Exchange:
9.3% Private Funds:
24.6% Public Funds:
21.2% Cash:
9.2% Other:
27.4% Corporate - Non-Investment Grade:
8.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $244,679,718 | 9.3% |
| Private Funds | $647,217,319 | 24.6% |
| Public Funds | $557,764,519 | 21.2% |
| Cash | $242,048,754 | 9.2% |
| Other | $720,884,331 | 27.4% |
| Corporate - Non-Investment Grade | $218,370,071 | 8.3% |
| Total | $2,630,964,712 | 100.0% |