CS INVESTMENT MANAGEMENT LLC
Firm details
- Headquarters
- WILMINGTON, Delaware
- CRD number
- 298508
- Registered since
- December 9, 2019
Firm profile
FINTRXOverview
CS Investment Management LLC operates as a boutique investment manager and sponsor that primarily runs pooled, private investment vehicles. The firm registered with the SEC in 2019 and is owned by an individual. Its public filings classify it as an unclassified adviser and indicate it functions in roles typical of active fund sponsors — acting as an investment adviser, general partner and managing member for pooled investment vehicles. CS Investment Management does not list itself as an active ESG investor and is not registered as a multi-state adviser. The firm’s activity centers on private fund management rather than traditional advisory relationships. Its structure and affiliations point to hands-on management of private investments where the firm takes sponsor/GP responsibilities rather than providing fee-based financial planning or widespread retail advisory services.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2GARY MUELLER
Financial AdvisorCRD 5741555
JON EIN
ChairmanCRD 1885476
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WILMINGTON, DE
NEW CASTLE
Location
WILMINGTON, DE
Headquartered in WILMINGTON, DE, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the South.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- South
- County
- NEW CASTLE
- Address
- Co Foundry Eurocap Centervil Rd
- Time zone
- ET (UTC-5)
- Office locations
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