CMF ADVISORY LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BURLINGAME, California
CRD number
300173

Firm profile

FINTRX

Overview

CMF Advisory LLC is a limited liability company that functions primarily as a sponsor and general partner for pooled investment vehicles. The firm’s regulatory profile and reported activity point to a business model focused on running private funds rather than providing broad retail advisory services. Its classification is unclassified and ownership is listed as individual, and it does not present as a multi-state registered investment adviser or an active ESG investor. The firm’s filings identify it as the managing member of at least one pooled vehicle, which positions CMF Advisory to originate, structure and administer private capital offerings. That sponsor/GP role implies responsibilities that include fund formation, capital raising from owners, portfolio oversight and governance of portfolio companies.

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

2 of 2
  • JOSEPH EANDI

    General Partner and Co-FounderCRD 7161122

  • TIMOTHY EADES

    General PartnerCRD 7161123

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BURLINGAME, CA

SAN MATEO

Location

BURLINGAME, CA

Headquartered in BURLINGAME, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN MATEO
Address
2317 Valdivia Way
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth