CS INVESTMENT MANAGEMENT LLC

Exempt Reporting AdvisorFINRA MemberEst. 2019
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
WILMINGTON, Delaware
CRD number
298508
Registered since
December 9, 2019

Firm profile

FINTRX

Overview

CS Investment Management LLC operates as a boutique investment manager and sponsor that primarily runs pooled, private investment vehicles. The firm registered with the SEC in 2019 and is owned by an individual. Its public filings classify it as an unclassified adviser and indicate it functions in roles typical of active fund sponsors — acting as an investment adviser, general partner and managing member for pooled investment vehicles. CS Investment Management does not list itself as an active ESG investor and is not registered as a multi-state adviser. The firm’s activity centers on private fund management rather than traditional advisory relationships. Its structure and affiliations point to hands-on management of private investments where the firm takes sponsor/GP responsibilities rather than providing fee-based financial planning or widespread retail advisory services.

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

2 of 2
  • GARY MUELLER

    Financial AdvisorCRD 5741555

  • JON EIN

    ChairmanCRD 1885476

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

WILMINGTON, DE

NEW CASTLE

Location

WILMINGTON, DE

Headquartered in WILMINGTON, DE, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the South.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
South
County
NEW CASTLE
Address
Co Foundry Eurocap Centervil Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth