CM Capital Partners

Overview

CM Capital Partners is an independent RIA organized as a limited liability company that acts as a capital allocator for both individual/family and institutional clients. Its advisory mandate covers discretionary and non-discretionary portfolio management for individuals, small businesses and institutions, and the firm also performs manager selection — i.e., it places client capital with third-party advisers. The firm’s fee model includes AUM-based fees, fixed fees and the ability to charge performance-based fees. The snapshot flags the adviser as not actively pursuing ESG integration. SEC registration year is not listed in the available data. The ownership structure is recorded as a domestic entity and individual ownership.

Assets & Accounts

Investments & Alternatives

Location & Offices