9AT: C CUBED CAPITAL PARTNERS, LLC

C CUBED CAPITAL PARTNERS, LLC

C CUBED CAPITAL PARTNERS, LLC

Adviser Profile

As of Date	03/31/2026
Registration	SEC, Approved, 10/23/2023
Other registrations (1)	SEC, 120-Day Approval, 10/23/2023
ADV Location	BOCA RATON, FL, United States
Contact Info	561 xxxxxxx
Websites

AUM^*	362,669,896 93%
of that, discretionary	362,669,896 93%
Number of Employees	8 -20%
of those in investment advisory functions	3 -40%
Private Fund GAV^*	251,981,646 -27%
Avg Account Size	120,889,965 29%
SMA’s	No
Private Funds	2 1

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles
- Other

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

444M 381M 317M 254M 190M 127M 63M

2023 2024 2025 2026

Discretionary

Non-discretionary

Private Funds

GAV Count

Employees

Private Funds Structure

	Count	GAV
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Pie Radar

GAV Count

Brochure Summary

Overview

A. Description of the Advisory Firm C Cubed Capital Partners, LLC (“C Cubed Capital” or the “Firm”), a Delaware limited liability company, with its principal place of business in Boca Raton, Florida. C Cubed Capital was formed in March 2022. Lisa DiDario and Alfredo Chang are the principal owners and Founders of C Cubed Capital. B. Types of Advisory Services C Cubed Capital will serve as the investment adviser, with discretionary trading authority, to a private investment fund (the “Fund”) and separately managed accounts (each a “Fund”, and collectively, the “Funds”). C Cubed Capital may decide in the future to sponsor or manage additional private investment funds (collectively with the Funds, the “Clients”). C Cubed Capital’s investment decisions and advice with respect to the Funds are subject to each Fund’s investment objectives and guidelines, as set for them in each Fund’s “Offering Documents”. The Funds will offer interests (“Interests”) to certain qualified investors as described in response to Item 7, below (such investors are referred to herein as “Investors”) C. Client Tailored Services and Client Imposed Restrictions The descriptions set forth in this Brochure of specific advisory services that C Cubed Capital offers to its clients, investment strategies pursued, and investments

made by us on behalf of its clients, should not be understood to limit in any way its investment activities. C Cubed Capital may offer any advisory services, engage in any investment strategy, and make any investment, including any not described in this Brochure, that C Cubed Capital considers appropriate, subject to each client’s investment objectives and guidelines. The investment strategies that C Cubed Capital pursues are speculative and entail substantial risks. Fund Investors should be prepared to bear a substantial loss of capital. There can be no assurance that the investment objectives of any client will be achieved. D. Wrap Fee Programs C Cubed Capital does not participate in wrap fee programs. E. Amounts Under Management As a newly formed investment adviser, C Cubed Capital currently does not have regulatory assets under management. C Cubed Capital expects to have regulatory assets under management sufficient to be eligible for registration with the SEC within 120 days of the effective date of its initial registration with the SEC as an investment adviser. It is noted that the assets under management does not and will not include proprietary assets which are excluded in calculating the “assets under management” for SEC registration purposes.

C CUBED CAPITAL PARTNERS, LLC

C CUBED CAPITAL PARTNERS, LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Private Funds Structure

Brochure Summary

Overview

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