CM Capital Partners

RIAState Registered

Total AUM

$15.3M

Discretionary

$11.1M

73% of AUM

Avg account

$207K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Millstone Township, New Jersey
CRD number: 291720
Website: cmcapitalpartners.com
Custodians: AXOS CLEARING LLC
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI76.47%
Individuals18.3%
Corporations / Businesses5.23%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

CM Capital Partners is an independent wealth adviser organized as a limited liability company that acts as a capital allocator for both individuals/families and institutional clients. The firm provides fee-based portfolio management for private clients and for businesses or institutions, and it also engages in selection of third‑party advisers and external managers. Its fee arrangements include percentage‑of‑AUM billing as well as fixed and performance‑linked fees, which aligns with its use of external alternative strategies alongside traditional public funds. The firm does not identify itself as an ESG investor.