CM INVESTMENT PARTNERS, LLC

Overview

CM Investment Partners, LLC is a privately held investment adviser that operates primarily as a manager of pooled investment vehicles with a focus on private-market strategies. The firm is structured as a limited liability company and has been SEC-registered since 2013. Its client base is institutional, and it runs fee schedules that combine a percentage-of-assets model with performance-based fees, consistent with private fund economics. Investment activity centers on sponsoring and managing pooled vehicles and private equity-style funds, and the firm formally lists portfolio management for investment companies and pooled investment vehicles as core advisory activities. It also identifies as an active ESG investor, indicating that environmental, social and governance factors are incorporated into some part of its investment process. CM Investment Partners maintains relationships across the financial ecosystem—acting alongside broker-dealers, other advisers, insurance companies and serving as sponsor, general partner and managing member of pooled vehicles—so its role typically spans manager selection, fund governance and direct portfolio management.

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