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- Custodian
- Axos · Interactive Brokers · Millennium Trust
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-25-2018
- Office Locations
- 3
Office Locations
About CM Capital Partners
CM Capital Partners is a New Jersey boutique RIA serving entrepreneurs and high net worth families, alongside institutional clients such as family offices and PE/VC-oriented business owners. The firm provides wealth management and SMAs (including actively managed equity sleeves and private placements) plus corporate advisory for M&A, recapitalizations, and generational transitions. Offers deal-by-deal real estate alternative investments (not a fund). Custody includes Interactive Brokers and Axos.
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Owner & Executives
ULDERICO CONTE
Chief Compliance Officer, Managing Director, Managing Member
- CRD
- #2163160
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Avi M. Mandel
--
- CRD
- #7397516
EZRI SHECHTER
Advisor
- CRD
- #2772177
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,100,000 | -- |
| Non-Discretionary | $4,200,000 | -- |
| Total | $15,300,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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