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CBP Advisory, LLC
CBP Advisory, LLC is a single-family office registered in the United States, managing private capital with a focus on direct investments and fund...
CBP Advisory, LLC
CBP Advisory, LLC is an SEC-registered investment adviser with its main office in Santa Monica, CA. The firm provides investment advice to clients. It is headquartered in California.
General information
Firm type
Single Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
—
Corporate office
United States
Frequently asked questions
Who runs investment decisions at CBP Advisory, LLC?
The principals and investment decision-makers at CBP Advisory are not publicly disclosed. As a single-family office, investment decisions are typically made by the family or a trusted advisor, but no names have been publicly linked to the firm.
Is CBP Advisory a single-family office or a multi-family office?
Based on public record, CBP Advisory operates as a single-family office. The firm is structured to manage capital for a single private family, and there is no evidence it accepts external capital or serves multiple families.
What types of investments does CBP Advisory make?
Public records suggest CBP Advisory focuses on private capital deployment, including private equity, real estate, and venture capital. The firm likely participates in direct investments and fund commitments, though specific deals are not disclosed.
How large is CBP Advisory's asset base?
CBP Advisory does not publicly disclose its assets under management. The firm's AUM is not reported to any regulator in a publicly accessible format, making an estimate impossible without further disclosure.
Where does the underlying wealth for CBP Advisory come from?
The origin of the wealth managed by CBP Advisory has not been publicly disclosed. The firm's structure as a family office suggests the capital was generated by the family through business or entrepreneurial activity, but no specific source is documented.
Does CBP Advisory maintain any philanthropic structures?
No philanthropic foundations or charitable entities have been publicly linked to CBP Advisory. The firm appears to operate solely as an investment vehicle for its parent family, with no disclosed charitable arm.
How can I find CBP Advisory's website or contact information?
CBP Advisory does not maintain a public website or a listed phone number. The firm operates without a prominent digital presence, which is common for single-family offices that prioritize privacy.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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