cm
C.m. Capital Advisors, LLC
SEC-regulated
Registered investment advisor
C.M. Capital Advisors, LLC, established in 2008, is a fee-only SEC-registered investment adviser based in Palo Alto, CA. The firm specializes in providing investment management services on both discretionary and non-discretionary bases to private investment funds. Notably, they manage the C.M.C. Absolute Return Fund, L.P., and the CMC Master Fund, LP. The Absolute Return Fund focuses on diversified hedge fund investments for long-term returns, while the Master Fund invests in a multi-asset class portfolio managed by independent third-party managers. C.M. Capital's investment decisions are based on a thorough due diligence process, including historical performance analysis and qualitative assessments.
The firm charges management fees ranging from 0.5% to 1.0% per annum for the Absolute Return Fund and 0.85% per annum for the Master Fund. Additionally, a performance-based fee of 5% of profits is charged for the Absolute Return Fund. The minimum investment in any of the Funds is $2,000,000, which may be waived at the firm's discretion. C.M. Capital has no reportable disciplinary events and does not charge performance-based fees for the Master Fund. The firm has custody of the Funds' assets and exercises investment discretion for the Absolute Return Fund. Clients receive regular performance reports and audited financial statements. C.M. Capital's Code of Ethics ensures fair treatment of clients and prohibits conflicts of interest in personal trading activities.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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