{ "crd_number": 328128, "slug": "c-cubed-capital-partners-llc-boca-raton-fl-328128", "primary_business_name": "C CUBED CAPITAL PARTNERS, LLC", "legal_name": "C CUBED CAPITAL PARTNERS, LLC", "dbas": [], "city": "Boca Raton", "state": "FL", "country": "United States", "cbsa_code": "33100", "metro": { "cbsa_code": "33100", "common_name": "Miami", "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL", "path": "/advisors/fl/miami" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2023-10-23", "years_registered": 2, "period": "2026-10-01", "filing_date": "2026-03-31", "carried_forward": false, "raum_total": 362669896.0, "raum_discretionary": 362669896.0, "raum_non_discretionary": 0.0, "raum_band": "100m_500m", "raum_band_label": "$100 million to $500 million", "total_employees": 8, "advisory_employees": 3, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "other": { "raum": 110688251.0, "count": 1, "description": "SEPARATELY MANAGED ACCOUNTS", "fewer_than_5": true }, "pooled_investment_vehicles": { "raum": 251981645.0, "count": 2 } }, "compensation_types": [ "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_businesses_institutional", "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "FL", "NY" ], "websites": [ "https://ccubedcapitalpartners.com", "https://linkedin.com/company/c-cubed-capital-partners-llc" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/328128", "city_as_filed": "BOCA RATON", "url": "https://advisorcensus.com/firm/c-cubed-capital-partners-llc-boca-raton-fl-328128", "display_name": "C Cubed Capital Partners, LLC", "summary": "C Cubed Capital Partners, LLC is an SEC-registered investment advisory firm in Boca Raton, FL, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.", "citation": "AdvisorCensus. C Cubed Capital Partners, LLC (CRD 328128): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)", "Portfolio management for businesses (other than small businesses) or institutional clients" ], "quick_answers": [ { "q": "How is C Cubed Capital Partners, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), C Cubed Capital Partners, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees." }, { "q": "How much does C Cubed Capital Partners, LLC charge?", "a": "Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: 1% to 2% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement." }, { "q": "Where is C Cubed Capital Partners, LLC located?", "a": "C Cubed Capital Partners, LLC's principal office is in Boca Raton, FL, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)." }, { "q": "Is C Cubed Capital Partners, LLC registered with the SEC or a state?", "a": "C Cubed Capital Partners, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 328128." }, { "q": "How much does C Cubed Capital Partners, LLC manage?", "a": "C Cubed Capital Partners, LLC reports $362,669,896 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)." }, { "q": "How have C Cubed Capital Partners, LLC's assets and staff changed since 2024?", "a": "In the Form ADV data for C Cubed Capital Partners, LLC: Regulatory assets under management: $187,532,554 in the October 2024 data and $362,669,896 in the October 2026 data, up 93%. Total employees: 10 in October 2024 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does C Cubed Capital Partners, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (2); other (1)." }, { "q": "Which custodians does C Cubed Capital Partners, LLC use?", "a": "C Cubed Capital Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists GPP Group as a custodian holding 10% or more of its separately managed account assets." }, { "q": "Does C Cubed Capital Partners, LLC report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/328128" }, { "q": "What changed in C Cubed Capital Partners, LLC's recent Form ADV filings?", "a": "In the April 2026 filing data: Regulatory assets under management went from $444,433,802 to $362,669,896 (-18%). Updated its list of owners and control persons (Schedule A)." } ], "filing_history": [ { "period": "2024-10-01", "regulatory_assets_under_management": 187532554.0, "total_employees": 10, "filing_date": "2024-06-12" }, { "period": "2025-10-01", "regulatory_assets_under_management": 444433802.0, "total_employees": 6, "filing_date": "2025-07-14" }, { "period": "2026-10-01", "regulatory_assets_under_management": 362669896.0, "total_employees": 8, "filing_date": "2026-03-31" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Regulatory assets under management went from $444,433,802 to $362,669,896 (-18%).", "Updated its list of owners and control persons (Schedule A)." ] } ], "fees_from_brochure": { "source": "Form ADV Part 2A brochure dated March 31, 2026", "provided_by_the_firm": false, "tiers": [], "flat_rate": null, "stated_range": "1% to 2% a year", "stated_maximum": null, "account_minimum": null, "account_minimum_may_be_waived": false, "minimum_annual_fee": null, "planning_fees": [], "figures": [ { "label": "Asset-based fee", "statements": [ "Asset-based fee: 1% to 2% a year (a range, as the brochure states it)" ], "quotes": [ "The management fee is generally between 1.0 % and 2.0%." ] } ], "values": { "tiers": [], "range_pct": [ 1.0, 2.0 ], "max_pct": null, "account_minimum": null, "minimum_annual_fee": null, "planning": [] }, "quotes": [ "The management fee is generally between 1.0 % and 2.0%." ], "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable." }, "custodians": [ { "name": "GPP Group", "name_as_filed": "GPP GROUP", "affiliated": false } ], "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.", "markdown_url": "https://advisorcensus.com/firm/c-cubed-capital-partners-llc-boca-raton-fl-328128.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 2, "fewer_than_5": false, "raum": 251981645.0 }, { "type": "other", "label": "Other", "count": 1, "fewer_than_5": true, "raum": 110688251.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/328128", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }