CACM

RIASEC RegisteredEst. 2018
Total AUM
$513M
Discretionary
$513M
100% of AUM
Avg account
$39.5M
Accounts
13
Employees
2
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
298587
Registered since
October 15, 2018
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Cacm is a limited liability company that registered with the SEC in 2018 and operates as a private equity fund manager serving institutional clients. The firm provides portfolio management for pooled investment vehicles and charges fees as a percentage of assets under management. It is not structured as a capital allocator and does not self-identify as an active ESG investor. Ownership and operating roles include domestic entity and individual owners. Cacm also performs sponsor and general partner functions, acting as managing member of pooled investment vehicles and maintaining broker-dealer and sponsor affiliations tied to its fund activities.

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

2 of 2
  • PETER CALABRESE

    Chief Compliance OfficerCRD 4590054

  • FRANK INGRAHAM

    Chief Compliance OfficerCRD 2918519

Contacts

1 of 1
  • WALTER GINDIN

    General CounselCRD 7719072

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
48 Wall St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth