CANTOR FITZGERALD INVESTMENT ADVISORS

CANTOR FITZGERALD INVESTMENT ADVISORS, L.P.

CRD 159296 · SEC 801-72852

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110 EAST 59TH STREET, 7TH FLOOR, NEW YORK, NY, 10022, United States

Phone

(212) 915-1722

Fax

(212) 829-4772

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$3.24B

Discretionary AUM

$3.24B

Team

35 total employees; 7 advisory reps

Clients

More than 500

Fees

Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees; ASSETS UNDER A RESEARCH PROVIDER ARRANGEMENT

Org form

Limited Partnership

Filing date

2026-05-13

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers

Client types

Type	Clients	AUM
Individuals	592	$187.6M
High net worth individuals	625	$1.14B
Investment companies	6	$1.68B
Pooled investment vehicles	3	$114.6M
Pension/profit sharing plans	10	$21.8M
Charitable organizations	35	$46.0M
Corporations/business entities	24	$47.2M

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

Official SEC filing: View on IAPD