CM Capital Partners

Overview

CM Capital Partners is an independent wealth advisory firm organized as a limited liability company that works with both individual/family clients and institutional accounts. The firm functions as a capital allocator and provides portfolio management for individuals, small businesses and larger business or institutional clients. It also performs manager selection, directing capital to outside advisers and third‑party fund managers when appropriate. The firm’s ownership is a mix of a domestic entity and an individual. Its fee arrangements include percentage‑of‑AUM pricing, fixed fees and performance‑based fees. CM Capital Partners does not identify itself as an ESG investor and is not listed as a multi‑state adviser in the provided data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices