CSM CAPITAL CORPORATION

Overview

CSM Capital Corporation is an independent RIA and capital allocator that combines public market investing with private fund sponsorship. The firm operates private equity funds and serves as sponsor/GP/managing member of pooled vehicles, while also providing portfolio management for individuals, small businesses, pooled investment vehicles and institutional clients. CSM Capital leans into listed equities as its primary exposure but maintains an active allocation program into alternatives, most notably real estate and private equity. The firm charges a mix of percentage-of-AUM, fixed fees and performance-based fees, reflecting both SMA-style relationships and pooled-fund economics. CSM Capital describes itself as an active ESG investor, which it applies across public and private allocations. It also selects third-party advisers where it prefers to outsource specific strategies or bring on specialized manager expertise.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices