CUBIC ASSET MANAGEMENT, LLC
CUBIC ASSET MANAGEMENT, LLC of BOSTON, MA is an SEC-registered investment adviser (CRD 145169). Regulatory assets under management: $679.3M.
Registration
- CRD: 145169
- SEC file number: 801-68445
- Type: Registered investment adviser
- Location: 800 BOYLSTON STREET, SUITE 2830, BOSTON, MA, 02199-8090
- Phone: 617-456-1373
- Latest filing: 2024-03-13
- Regulatory AUM: $679.3M
- Discretionary AUM: $679.3M
- Clients: 6
- Accounts: 305
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| KAPLAN JAMES LAWRENCE | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER; PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
Private funds (1)
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|
| ASPERA LIMITED PARTNERSHIP | Other Private Fund | — | 48 | $30.6M | $50K |
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