CMK Partners, LLC

RIASEC Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
2
Advisory reps
4

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Edward Goldfarb

    Chief Compliance OfficeCRD 7327406

Contacts

3 of 3
  • Kushal Kshirsagar

    Managing DirectorCRD 5353100

  • John Mazarakis

    John Mazarakis

    Executive ChairmanCRD 7290861

  • Anthony Cappell

    Anthony Cappell

    PartnerCRD 7309105

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth