CANTOR FITZGERALD INVESTMENT ADVISORS, L.P.
DBA: CANTOR FITZGERALD INVESTMENT ADVISORS
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $3.24B |
| Discretionary | $3.24B100% of AUM |
| Client Accounts | 1,302 |
| Avg Account Size | $2.5M |
| Employees | 35 |
| Peak AUM | $4.37BFeb 2018 |
AUM by Client Type
Total AUM
$3.2B
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $3.2B | +35.9% | +10.6% | +3.6% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $3.24B |
| Discretionary | $3.24B |
| Employees | 35 |
| Client Accounts | 1302 |
| Client Range | More than 500 |
Contact & Location
Address
110 EAST 59TH STREET
NEW YORK NY 10022
Phone
(212) 915-1722
Filing History
55 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed FeesPerformance Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Portfolio Mgmt (Pooled)Portfolio Mgmt (Institutional)Pension ConsultingPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$3.2B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Non-US Client AUM
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pooled Vehicles
Risk & Structure
Regulatory Disclosures
⚠ Disclosures Reportedfirst noted Jan 2025
•SRO proceeding/bar
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
Broker-DealerInvestment AdviserBanking InstitutionLaw Firm