Cm Investment Partners, LLC

CM Investment Partners, LLC (CMIP) is a New York-based investment adviser registered with the SEC since 2013. Majority-owned by Investcorp International Holdings Inc., CMIP provides advisory services to a Business Development Company, private funds, and a Separately Managed Account. Led by CEO Suhail A. Shaikh, CMIP focuses on private middle-market companies, primarily through debt financing. The firm's assets under management total $264,327,304 in Private Fund assets and $520,325,941 in total assets as of December 31, 2024. CMIP earns management and incentive fees based on fund performance, with fees generally paid quarterly in arrears. The firm's investment strategy involves intensive research and analysis to deliver risk-adjusted returns and capital preservation. CMIP's investment process includes deal origination, underwriting, and investment approval by the Investment Committee. The firm's Code of Ethics emphasizes fiduciary duty, compliance with securities laws, and client interest prioritization. CMIP has discretion over client assets, accepts custody of certain client assets, and votes on client securities. The firm has no disciplinary events, engages in related industry activities, and does not have financial constraints affecting client commitments. For further details, clients can contact Paolo Cloma, Chief Compliance Officer.