CM Capital Partners

RIAState Registered
Total AUM
$15.3M
Discretionary
$11.1M
73% of AUM
Avg account
$207K
Accounts
74
Employees
4
Advisory reps
4

Firm details

Headquarters
Millstone Township, New Jersey
CRD number
291720
Custodians
AXOS CLEARING LLC
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • HNWI76.47%
  • Individuals18.3%
  • Corporations / Businesses5.23%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

CM Capital Partners is an independent wealth adviser organized as a limited liability company that acts as a capital allocator for both individuals/families and institutional clients. The firm provides fee-based portfolio management for private clients and for businesses or institutions, and it also engages in selection of third‑party advisers and external managers. Its fee arrangements include percentage‑of‑AUM billing as well as fixed and performance‑linked fees, which aligns with its use of external alternative strategies alongside traditional public funds. The firm does not identify itself as an ESG investor.

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

Asset composition

Asset composition: Public Funds/Mutual Funds 41%, Exchange Traded Equities 26%, Investment Grade Corp Bonds 24%, Other 6%, Cash & Cash Equivalents 3%41%
  • Public Funds/Mutual Funds41%
  • Exchange Traded Equities26%
  • Investment Grade Corp Bonds24%
  • Other6%
  • Cash & Cash Equivalents3%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Millstone Township, NJ

Monmouth

Location

Millstone Township, NJ

Headquartered in Millstone Township, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Monmouth
Address
6 Horseshoe Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth