CM Investment Partners, LLC

RIASEC RegisteredEst. 2013

Total AUM

$444M

Discretionary

$444M

100% of AUM

Avg account

$88.8M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 168941
Registered since: December 6, 2013
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Business Development Companies53.1%
Pooled Investment Vehicles46.9%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

CM Investment Partners, LLC is an SEC-registered private equity manager organized as an LLC and first registered in 2013. The firm operates primarily for institutional clients and structures its advisory work around pooled investment vehicles and investment companies. Its stated fee model combines asset-based charges with performance-linked compensation. The ownership profile includes both a domestic entity and individual owner(s). CM Investment Partners identifies as an active ESG investor and maintains industry linkages that include broker-dealers, other investment advisers, insurance companies, and roles as sponsor/GP or managing member of pooled vehicles.