C.M. CAPITAL ADVISORS, LLC
Firm details
- Headquarters
- PALO ALTO, California
- CRD number
- 157529
- Registered since
- November 15, 2011
- Website
- www.cmcapitaladvisors.com
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
C.M. Capital Advisors, LLC is an independent, institutional-focused registered investment adviser that acts primarily as a capital allocator and sponsor/GP for pooled investment vehicles. The firm’s advisory activity centers on portfolio management for pooled vehicles and the selection of third‑party managers, indicating a hybrid model of operating its own funds while hiring external specialists where appropriate. Fee arrangements are based on a percentage of assets under management. Investment activity appears concentrated on structured pooled products rather than retail advisory mandates. The firm is not an active ESG investor and is not registered as a multi‑state adviser, which suggests a focused regulatory footprint and a client base that relies on customized institutional fund structures. C.M. Capital’s role as a sponsor and managing member of pooled vehicles points to operational control over fund terms, governance and manager selection rather than a large number of discretionary retail accounts.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1AIELLO PAUL
Chief Executive OfficerCRD 7359368
Contacts
2 of 2PETER MORRISSEY
Managing Director and General CounselCRD 2278711
Justin Estrera
Senior Vice PresidentCRD 8247343
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PALO ALTO, CA
SANTA CLARA
Location
PALO ALTO, CA
Headquartered in PALO ALTO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SANTA CLARA
- Address
- 525 University Ave
- Time zone
- PT (UTC-8)
- Office locations
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