RIA Intel›Advisers›New York›CM INVESTMENT PARTNERS LLC

CM INVESTMENT PARTNERS LLC

Advisory

N·NEW YORK, NY

Data as of Jul 13, 2026 · Source: SEC Form ADV

Total AUM
$444M
1-Year AUM Growth
0.0%
3-Year CAGR
+21.8%
Employees
10
Assets Under Management
Total AUM$444M
Discretionary AUM$444M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients4
Team
Total Employees10
Investment Advisers14
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record26
First FilingNov 22, 2013
Latest FilingJul 13, 2026
🔒 Full AUM trend chart and 26 historical filings spanning 13+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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