CITYMARK CAPITAL MANAGEMENT COMPANY LLC

RIASEC RegisteredEst. 2018
Total AUM
$583M
Discretionary
$583M
100% of AUM
Avg account
$291M
Accounts
2
Employees
12
Advisory reps
1

Firm details

Headquarters
CLEVELAND, Ohio
CRD number
291405
Registered since
February 12, 2018
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Citymark Capital Management Company LLC is a real estate-focused investment adviser that primarily runs pooled investment vehicles for institutional clients. The firm is structured as a limited liability company and has been SEC-registered since 2018. Its business model centers on acting as sponsor, general partner and managing member of funds and other pooled vehicles rather than operating as a broad capital allocator across outside managers. Investment activity is concentrated in real estate strategies delivered through closed-end or commingled funds. The firm charges fees based on a percentage of assets under management together with performance-based fees, consistent with typical private fund economics. Citymark is not identified as an active ESG investor and it does not position itself as a multi-state adviser or pension consultant.

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
  • MATTHEW MURRAY

    CRD 6006996

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CLEVELAND, OH

CUYAHOGA

Location

CLEVELAND, OH

Headquartered in CLEVELAND, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.

Metro area
Cleveland-Akron-Canton, OH
Region
Midwest
County
CUYAHOGA
Address
1375 E 9th St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth