CMK Partners, LLC
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 343111
- Registered since
- September 11, 2026
- Fee structure
- Percentage of AUM, Performance Based Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
CMK Partners, LLC is a limited liability company that registered with the SEC in 2026 and is owned by an individual. The firm provides financial planning and portfolio management services across three client types: individuals and small businesses, as well as pooled investment vehicles. Its fee arrangements include both a percentage-of-AUM component and performance-based fees. CMK Partners is not identified as an active ESG investor, is not a multi-state adviser, and does not serve as a pension consultant. The profile flags the firm as a related adviser and notes industry affiliations that include a broker‑dealer, other investment adviser relationships, and roles as sponsor/GP/managing member of pooled investment vehicles.
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
Owners & executives
1 of 1Edward Goldfarb
Chief Compliance OfficeCRD 7327406
Contacts
3 of 3Kushal Kshirsagar
Managing DirectorCRD 5353100

John Mazarakis
Executive ChairmanCRD 7290861

Anthony Cappell
PartnerCRD 7309105
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Chicago, IL
Cook
Location
Chicago, IL
Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 420 N Wabash Ave
- Time zone
- CT (UTC-6)
- Office locations
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