Cacm

CanAm Capital Management, LLC is an investment adviser based in New York, established in 2010. The firm specializes in providing investment advisory services to Limited Partnerships involved in the EB-5 Immigrant Investor Program. Clients grant discretionary authority to CACM and its sub-advisers to manage their assets, selecting and retaining unaffiliated sub-advisers to provide investment services across various asset classes. The firm charges asset-based fees ranging from 1.75% to 1.00% per annum based on the client's account value. CACM does not charge performance-based fees or engage in side-by-side management. The firm offers advice on equity securities, municipal securities, and investments related to the EB-5 Program. CACM conducts due diligence on sub-advisers, considering factors like trading experience, risk management, and historical performance. Clients are provided with regular account performance reports and have the option to choose their custodian. CACM does not pay referral fees and does not participate in soft dollar arrangements. The firm does not expect to trade directly for clients but may consider best execution practices when selecting broker-dealers. CACM has implemented a Code of Ethics to prevent improper personal trading and the misuse of material non-public information. The firm does not have custody of client assets but arranges for independent verification and delivers account statements quarterly. CACM receives discretionary authority from clients and may exercise proxy voting authority through sub-advisers. The firm has not been involved in any legal or disciplinary events in the past 10 years.