C
CRD: 130212
Cubic PYE Capital Management, Inc.
Atlanta, GA
4047459600
$84.0M Total AUM
$84.0M Disc. AUM
-- 3Y CAGR
2 Employees
14 ADV. Clients
22 yrs Firm Age
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- Custodian
- American Funds ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Vital
- Established Date
- 01-20-2004
- Office Locations
- 2
Office Locations
-- Atlanta GA
-- Belfast ME
About Cubic PYE Capital Management, Inc.
Cubic PYE Capital Management, Inc. is a Atlanta-based RIA with 2 offices. The firm has been operating for 22 years. Managing $84.0M in total assets under management, with 1 advisory representatives. They custody assets with American Funds and Charles Schwab & Company. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$84.0M AVG AUM / ADVISOR
$6.0M AVG AUM / CLIENT
15 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
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Investment Themes
Legacy
Investment Vehicles
Oak delta
Services
Oak wave Pathway Unison Glacier quantum Timber North Momentum eagle
Technology
Quantum pathway
Owner & Executives
N
NICHOLAS IAN PYE
Investment Advisor, President
- CRD
- #4751596
- Ownership
- 75% or more
(840) 957-3597
prime.wave@frontiercapital.com
in linkedin.com/in/glacier-wave
H
Hayley Samantha Winn
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
(223) 650-1548
delta.matrix@eaglecapital.com
in linkedin.com/in/vertex-harbor
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $83,989,566 | -- |
| Non-Discretionary | $0 | -- |
| Total | $83,989,566 | -- |
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Separately Managed Accounts
Total SMA Asset: $83,989,566
Public Funds:
32.6% Equity - Exchange:
26.4% Cash:
27.5% Municipal Bonds:
13.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $721,164,540 | 32.6% |
| Equity - Exchange | $584,010,548 | 26.4% |
| Cash | $608,344,321 | 27.5% |
| Municipal Bonds | $298,641,757 | 13.5% |
| Total | $2,212,161,166 | 100.0% |