C/M CAPITAL PARTNERS, LP

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MIAMI, Florida
CRD number
332641
Registered since
August 27, 2024

Firm profile

FINTRX

Overview

C/M Capital Partners, LP is organized as a limited partnership and registered as an SEC adviser in 2024. The firm is owned by a combination of a domestic entity and an individual and is classified in the data as unclassified. It does not identify as a multi-state adviser or an active ESG investor, and it is not listed as a capital allocator, pension consultant, or related adviser. Public filings and the snapshot data show the firm operates in the capacity of sponsor and general partner for pooled vehicles, indicating its primary role is managing private investment funds rather than providing retail advisory services. The firm’s stated industry affiliations include acting as another investment adviser and sponsor, serving as a general partner, and being the managing member of pooled investment vehicles. Those roles align with a fund-manager profile focused on forming and operating private funds.

Assets & Accounts

Investments & Alternatives

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
  • OSCAR RODRIGUEZ

    Chief Compliance OfficerCRD 6303245

Contacts

2 of 2
  • JONATHAN JUCHNO

    General PartnerCRD 5389448

  • THOMAS WALSH

    General PartnerCRD 7402771

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MIAMI, FL

MIAMI DADE

Location

MIAMI, FL

Headquartered in MIAMI, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
MIAMI DADE
Address
1111 Brickell Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth