C.M. CAPITAL ADVISORS, LLC

RIASEC RegisteredEst. 2011
Total AUM
$2B
Discretionary
$0
0% of AUM
Avg account
$982M
Accounts
2
Employees
18
Advisory reps
3

Firm details

Headquarters
PALO ALTO, California
CRD number
157529
Registered since
November 15, 2011
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • AIELLO PAUL

    Chief Executive OfficerCRD 7359368

Contacts

2 of 2
  • PETER MORRISSEY

    Managing Director and General CounselCRD 2278711

  • Justin Estrera

    Senior Vice PresidentCRD 8247343

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth