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CUBIC ASSET MANAGEMENT, LLC

BOSTON, MA · CRD 145169 · IAPD ↗ · cubic-am.com · 617-456-1373

$679.3MRegulatory AUM
3Advisory reps
6Employees
0Clients
0Planning clients
1Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
August 2024 — CUBIC ASSET MANAGEMENT, LLC (BOSTON, MA) left the SEC roster (was $679.3M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.