C.M. Capital Advisors, LLC
Firm details
- Headquarters
- Palo Alto, California
- CRD number
- 157529
- Registered since
- November 15, 2011
- Website
- www.cmcapitaladvisors.com
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
C.M. Capital Advisors, LLC is an institutional registered investment adviser organized as an LLC and SEC-registered since 2011. The firm serves institutional clients and describes itself as a capital allocator that provides portfolio management for pooled investment vehicles and the selection of other advisers. It also sponsors and acts as a general partner/managing member for pooled vehicles. The firm charges fees as a percentage of assets under management and does not identify as an active ESG investor.
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 1Aiello Paul
Chief Executive OfficerCRD 7359368
Contacts
2 of 2
Peter Morrissey
Managing Director and General CounselCRD 2278711
Justin Estrera
Senior Vice PresidentCRD 8247343
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Palo Alto, CA
Santa Clara
Location
Palo Alto, CA
Headquartered in Palo Alto, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Santa Clara
- Address
- 525 University Ave
- Time zone
- PT (UTC-8)
- Office locations
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