SourcingSourcing

C CUBED CAPITAL PARTNERS, LLC

C47
CRD 328128·SEC 801-128940·BOCA RATON, FL
AUM
$362.7M
$100M-$500M
Est. Revenue
$3.6M
@ 1% on AUM
Est. EBITDA
$1.1M
@ 30% margin
Est. Deal Value
$8.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
C CUBED CAPITAL PARTNERS, LLC
CRD
328128
SEC file #
801-128940
EIN
—
DBA names
—

Economics

AUM
$362.7M
AUM band
$100M-$500M
AUM trajectory
'25'26
$444.4M → $362.7M▼ -18%
Client mix
Pooled Investment Vehicles2
Other1

Operations

Employees (total)
8
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
3 advisors → 3 advisors▬ 0%
Primary office
BOCA RATON FL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
ccubedcapitalpartners.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CHANG, ALFREDO, YIP
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
CHANG, ALFREDO, YIP
DiDario Johnson, Lisa
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CCUBEDCAPITALPARTNERS.COM
Rdap Domain Creation Date
2022-04-06T17:12:22Z
Rdap Firm Age Years
4
Rdap Firm Age Band
<5y
Rdap Registrar
Squarespace Domains II LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-04-06T17:12:22Z
Rdap Domain Last Changed
2026-03-22T18:06:55Z
Rdap Nameservers
Maciej.ns.cloudflare.comNicole.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer Prohibited
Top Owner CRD
5349224
Trust Company Affiliate
No

People (4)

4
CHANG, ALFREDO, YIP
Direct Owner · 37.5%
5349224
DiDario Johnson, Lisa
Direct Owner · 37.5%
7806028
Feldman, Andrew
Executive Officer · 2.5%
8245505
Goldstein, Joshua
Executive Officer · 2.5%
8245500