CMF ADVISORY LLC
Firm details
- Headquarters
- BURLINGAME, California
- CRD number
- 300173
- Website
- cybermentorfund.com
Firm profile
FINTRXOverview
CMF Advisory LLC is a limited liability company that functions primarily as a sponsor and general partner for pooled investment vehicles. The firm’s regulatory profile and reported activity point to a business model focused on running private funds rather than providing broad retail advisory services. Its classification is unclassified and ownership is listed as individual, and it does not present as a multi-state registered investment adviser or an active ESG investor. The firm’s filings identify it as the managing member of at least one pooled vehicle, which positions CMF Advisory to originate, structure and administer private capital offerings. That sponsor/GP role implies responsibilities that include fund formation, capital raising from owners, portfolio oversight and governance of portfolio companies.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2JOSEPH EANDI
General Partner and Co-FounderCRD 7161122
TIMOTHY EADES
General PartnerCRD 7161123
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BURLINGAME, CA
SAN MATEO
Location
BURLINGAME, CA
Headquartered in BURLINGAME, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN MATEO
- Address
- 2317 Valdivia Way
- Time zone
- PT (UTC-8)
- Office locations
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