C4M GLOBAL ADVISORS LLC

RIASEC RegisteredEst. 2023
Total AUM
$16.3M
Discretionary
$16.3M
100% of AUM
Avg account
$16.3M
Accounts
1
Employees
3
Advisory reps
2

Firm details

Headquarters
ARLINGTON, Virginia
CRD number
326942
Registered since
June 26, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

C4M Global Advisors LLC is a small, SEC-registered hedge fund adviser that provides portfolio management for pooled investment vehicles to institutional clients. The firm is organized as a limited liability company, is owner-operated, and registered with the SEC in 2023. Its business model centers on managing a single pooled vehicle and charging a mix of percentage-of-AUM and performance-based fees rather than acting as a multi-manager allocator. The adviser is not positioned as an ESG investor and does not present itself as a pension consultant or multi-state adviser. Its regulatory and business affiliations identify it as a manager and sponsor/GP of pooled vehicles and as a related adviser to other investment entities and insurance-company-affiliated structures.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • KEVIN COPE

    Chief Investment OfficerCRD 2171115

Contacts

1 of 1
  • JOSEPH COPE

    Co-Founder & Managing PartnerCRD 4777695

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

ARLINGTON, VA

ARLINGTON

Location

ARLINGTON, VA

Headquartered in ARLINGTON, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
ARLINGTON
Address
1700 N Moore St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth