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C.M. Capital Advisors, LLC
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Palo Alto, California
$1.5 billion AUM
1 office

C.M. Capital Advisors, LLC is based in Palo Alto, California and has $1.5 billion in assets under management.

Location
525 University Avenue
Suite 200
Palo Alto, CA 94301
$1.5 billion
AUM
20
Employees
AUM Share
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$1,503,579,332
Assets under management
2 clients
Number of clients
Average investment size is $751,789,666
50% are outside of the U.S.
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Pooled investment vehicles 4 $1,503,579,332 100% $375,894,833
Employees Share
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20
Employees
15
Investment analysts
75% of total employees
AUM per employee Share
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$1,503,579,332
Assets under management
$75,178,967
AUM per employee
$100,238,622
AUM per investment analyst
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Compensation

C.M. Capital Advisors, LLC makes money through the following ways:

  • Percentage of AUM
  • Performance-based fees
Services offered

C.M. Capital Advisors, LLC provides the following services:

  • Portfolio management for pooled investment vehicles
  • Selection of other advisers
Firm data Share
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CRD number 157,529
SEC number 801-72864
Legal structure Limited Liability Company
Legal governance Delaware, United States
Latest ADV filing date March 30, 2020

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