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C CUBED CAPITAL PARTNERS, LLC

BOCA RATON, FL · CRD 328128 · IAPD ↗ · ccubedcapitalpartners.com · 561-576-9145

$362.7MRegulatory AUM
3Advisory reps
8Employees
0Clients
n/aPlanning clients
2Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

38
April 2025 — C CUBED CAPITAL PARTNERS, LLC shrank from 5 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
53
April 2025 — C CUBED CAPITAL PARTNERS, LLC now reports custody of client assets ($343.8M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
58
April 2025 — C CUBED CAPITAL PARTNERS, LLC reported RAUM up 137% ($187.5M -> $444.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
27
March 2024 — C CUBED CAPITAL PARTNERS, LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
35
March 2024 — C CUBED CAPITAL PARTNERS, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
52
March 2024 — C CUBED CAPITAL PARTNERS, LLC grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
March 2024 — C CUBED CAPITAL PARTNERS, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
55
March 2024 — C CUBED CAPITAL PARTNERS, LLC now reports 1 private fund(s) ($87.5M gross).
Firm reports private funds for the first time.
Fund administrationCompliance

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