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CM CAPITAL PARTNERS
CRD 291720
6 HORSESHOE DRIVE, MILLSTONE TOWNSHIP, NJ, 08535, United States
Phone
702-755-7304
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$15.3M
Discretionary AUM
$11.1M
Team
3 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-06-04
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 30 | $2.8M |
| High net worth individuals | 26 | $11.7M |
| Corporations/business entities | 3 | $800K |
All web addresses on file
Official SEC filing: View on IAPD