CMR CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2016
Total AUM
$275M
Discretionary
$275M
100% of AUM
Avg account
$27.5M
Accounts
10
Employees
6
Advisory reps
1

Firm details

Headquarters
PASADENA, California
CRD number
284054
Registered since
August 8, 2016
Website
cmrcap.com
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

CMR Capital Management, LLC is a privately organized investment manager that operates primarily as an adviser to pooled investment vehicles, with a clear emphasis on real estate funds and a smaller private equity footprint. The firm is structured as a limited liability company and has been SEC-registered since 2016. Its client base is institutional, and its business model includes acting as sponsor and managing member for pooled vehicles, which points to hands-on asset and fund-level management rather than a pure advisory-only role. Fee arrangements combine a percentage-of-AUM component with fixed fees and performance-based compensation, indicating alignment with typical fund manager economics (management fees plus carry or incentive fees). CMR does not report itself as an active ESG investor and is not set up as a multi-state adviser, which aligns with a focused, single-office operating model.

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

Contacts

1 of 1
  • Susan Xu

    PresidentCRD 6678825

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

PASADENA, CA

LOS ANGELES

Location

PASADENA, CA

Headquartered in PASADENA, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
800 E Colorado Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth