# CUBIC ASSET MANAGEMENT, LLC

CUBIC ASSET MANAGEMENT, LLC of BOSTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 145169
- Type: SEC-registered investment adviser
- SEC file number: 801-68445
- 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](https://search.stillhousedata.com/person/758389) | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER; PRESIDENT, CHIEF COMPLIANCE OFFICER | — |


## Private funds (1)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| ASPERA LIMITED PARTNERSHIP | Other Private Fund | — | 48 | $30.6M | $50K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/145169/brochure
- Similar advisers: https://search.stillhousedata.com/firm/145169/similar
- Related entities: https://search.stillhousedata.com/firm/145169/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/145169

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.