# CBF Advisors, LLC

> CBF Advisors, LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 134079
- Filed as: CBF ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/134079
- AdvisorCensus page: https://advisorcensus.com/firm/cbf-advisors-llc-new-york-ny-134079

## Quick answers

**How is CBF Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), CBF Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is CBF Advisors, LLC located?**
CBF Advisors, LLC's principal office is in New York, NY, according to its Form ADV.

**Is CBF Advisors, LLC registered with the SEC or a state?**
CBF Advisors, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 134079.

**How much does CBF Advisors, LLC manage?**
CBF Advisors, LLC reports $46,625,534 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have CBF Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for CBF Advisors, LLC: Regulatory assets under management: $56,835,156 in the October 2021 data and $46,625,534 in the October 2026 data, down 18%. Total employees: 8 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does CBF Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1).

**Does CBF Advisors, LLC report any disciplinary disclosures?**
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/134079

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $46,625,534
- Discretionary: $46,625,534
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $46,625,534 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2019 (7 years)
- Employees: 8 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- clearbrookglobal.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $56,835,156 | 8 | August 5, 2021 |
| October 2022 | $42,555,450 | 8 | September 9, 2022 |
| October 2023 | $38,826,172 | 8 | September 13, 2023 |
| October 2024 | $41,353,591 | 8 | March 30, 2024 |
| October 2025 | $46,625,534 | 8 | April 1, 2025 |
| October 2026 | $46,625,534 | 8 | March 31, 2026 |

Regulatory assets under management: $56,835,156 in the October 2021 data and $46,625,534 in the October 2026 data, down 18%.
Total employees: 8 in October 2021 and 8 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. CBF Advisors, LLC (CRD 134079): Form ADV filing data as of October 2026.