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C.M. CAPITAL ADVISORS, LLC
CRD 157529 · SEC 801-72864
525 UNIVERSITY AVENUE, SUITE 200, PALO ALTO, CA, 94301, United States
Phone
650-566-6499
Fax
(650) 566-6498
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.96B
Discretionary AUM
$0
Team
18 total employees; 11 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (pooled vehicles)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 2 | $1.96B |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD