CM CAPITAL PARTNERS

Overview

CM Capital Partners is a small, privately held limited liability company that acts as a capital allocator and investment adviser to both individuals/families and institutional clients. The firm provides portfolio management for individuals, small businesses and institutions and also performs manager selection — indicating it commonly sources third‑party managers rather than running all strategies in‑house. Its fee arrangements include percentage‑of‑AUM fees, fixed fees and performance‑based fees. The firm does not identify as an active ESG investor. Service delivery is oriented toward discretionary portfolio management but also accommodates non‑discretionary mandates and the selection of external advisers when clients need access to specialized strategies.

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Investments & Alternatives

Location & Offices