Cbdc Advisors, LLC (Los Angeles)

Cbdc Advisors, LLC is an investment adviser to a business development company based in Los Angeles. It manages $698.75 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of California, Massachusetts, and New York.

Cbdc Advisors provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cbdc Advisors: assets under management

The assets under management (AUM) of Cbdc Advisors, LLC is $698.75 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 154% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $698.75 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $698.75 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cbdc Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Jonathan Insull serves?

The only and largest group of clients of Jonathan Insull is business development companies with 1 clients and $698.75 million of assets under management. Among the 7 most similar advisory firms, Cbdc Advisors has the highest percentage of business development companies out of all clients.

The amount of regulatory assets under management is $698.75 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Cbdc Advisors doesn't advise any private funds.

Careers at Cbdc Advisors, LLC

Jonathan Insull has been acting as President since 1 Mar 2015. Michael Lawrence Wilhelms joined the executive team most recently as the Chief Financial Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
George Pusey Hawley	General counsel	1 Jul 2012	Other	6159719
Joseph A (Mi Only) Hanlon	Chief compliance officer	1 Jul 2014	Other	4863662
Crescent Capital Group Lp	Member / managing member	1 Feb 2015	75% - 100%	153966
Joseph John Keenan	Chief financial officer	1 Mar 2015	Other	5914884
Jason Alexander Breaux	Chief executive officer	1 Mar 2015	Other	4026556
Jonathan Insull	President	1 Mar 2015	Other	6462967
Jonathan Robert Insull	President	1 Mar 2015	Other	6462967
Michael Lawrence Wilhelms	Chief financial officer	1 Oct 2015	Other	6617809

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Crescent Capital Gp Llc	General partner	1 May 2010	Other	27-2697837
Crescent Capital Group Holdings Lp	Limited partner	1 May 2010	75% - 100%	90-0794027
Jean Marc Chapus	Member	1 May 2010	50% - 75%	1404444
Mark Louis Attanasio	Member	1 May 2010	50% - 75%	1455403

Based in Los Angeles

The principal office where Cbdc Advisors, LLC performs its advisory services is located at 11100 Santa Monica Blvd., Los Angeles, CA 90025, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 310-235-5900. The normal business hours are 8:00am - 5:00pm on Monday - Friday.