United States · Investor

Cumberland Advisors

No observed cheques in the sources we track. That is a limit of our coverage, not a finding about this organisation.

AngelUnknown

AdviceConsulting

Cheques on record

No rounds observed yetA limit of the sources we read, not a finding about the firm.

Pitch Cumberland Advisors

What they do

Type
Angel (from a list, unverified)
Cheque size
Not stated
Sectors
AdviceConsulting
Based in
Sarasota, United States
Cold pitches
Not stated

The record

No rounds observed yet. That is a limit of the sources we read, not a finding about the firm. If it has invested, a round will put it here. Know a round it was in? Tell us.

The team

Named by the firm itself, on a filing, its Form ADV or its company registration15 named

BCBenjamin Curtis PeaseManaging Director - Fixed Income & Chief Innovation OfficeriForm ADV
DGDaisy Gloria LopezExecutive Vice President, Director, ShareholderiForm ADV
DEDavid Emerson SparksChairman, ShareholderiForm ADV
DRDavid Raphael KotokCIO, Director & ShareholderiForm ADV
JIJerome Irwin MarcusDirector, ShareholderiForm ADV
JRJohn Robert MousseauCEO, Director, ShareholderiForm ADV
LELawrence Edward DonatoDirector, ShareholderiForm ADV
MNMaribel No Middle Name EchevarriaSr. Vice President, ShareholderiForm ADV
MJMark James MyersChief Operating Officer, ShareholderiForm ADV
MCMatthew Craig McaleerPresident, Director, ShareholderiForm ADV
MDMichael Dennis McnivenSr. Vice President, ShareholderiForm ADV
PMPatricia Mary HealySr Vice President, ShareholderiForm ADV
PAPhyllis Ann StreitCFO, Secretary, Treasurer, Director, ShareholderiForm ADV
RARobert Allen EisenbeisVice Chairman, Director, ShareholderiForm ADV
TJTimothy James LyleChief Compliance OfficeriForm ADV

We also hold 30 people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.

What the register says

From the firm's own filings with the SEC, which it must file accurately by law

$3.2Bassets it managesOct 2026
Registeredinvestment adviserfull reporting to the SEC
Legal name
Cumberland Advisors, LLC
SEC number
CRD 107964

What they claim to have backed

From their own portfolio page (on their website)

0 of 1 we have independently watched raise

Career Opportunities

Weaker than a round we watched, stronger than a list somebody sold us. A firm is far less willing to put a company on its own site that it never funded.

Quick answers about Cumberland Advisors

What does Cumberland Advisors invest in?

Cumberland Advisors says it invests in Advice and Consulting.

Is Cumberland Advisors investing now?

No investments in the last 12 months.

What kind of investor is Cumberland Advisors?

Cumberland Advisors is an angel based in Sarasota, United States.

How much does Cumberland Advisors manage?

About $3.2B, as regulatory assets under management (Oct 2026).

When was Cumberland Advisors founded?

Cumberland Advisors was founded in 1973.

Where does this information on Cumberland Advisors come from?

From public registers and its own website, checked and rebuilt every night.

Raising now?

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Built from the rounds we watched, its filings and its own website, refreshed every night. How we count · Report a correction · Is this your firm? Claim it