CMD Global Partners, LLC

Broker-DealerFINRA MemberEst. 2020
Total AUM
Advisory reps
17
Avg account
$0

Firm details

Headquarters
Chicago, Illinois
CRD number
306063
Registered since
September 30, 2020

Firm profile

FINTRX

Overview

CMD Global Partners, LLC is organized as a limited liability company and is classified in the dataset as an investment bank. The firm registered with the SEC in 2020 and is owned by an individual. The available records do not describe the firm’s advisory mandate, fee schedule, or typical client base, and there are no disclosed affiliations or activity details in the dataset. The profile notes several negative-designation items: CMD Global Partners does not identify as a capital allocator, is not listed as an active ESG investor, and is not designated a multi-state adviser, pension consultant, or related adviser in the provided data. Those designations, together with the lack of published advisory detail, suggest the organization’s primary positioning is more transactional or advisory within investment banking rather than as a traditional asset manager.

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

3 of 17
  • Thomas Shea

    Thomas Shea

    Senior ConsultantCRD 2299633

  • Scott George

    Scott George

    Co-Founder & Managing DirectorCRD 836997

  • John Adams

    John Adams

    Managing DirectorCRD 1377936

Unlock 14 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
123 N Wacker Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth