SourcingSourcing

CSM CAPITAL CORPORATION

C40
CRD 129789·SEC 801-62672·NEW YORK, NY
AUM
$1.85B
$1B+
Est. Revenue
$18.5M
@ 1% on AUM
Est. EBITDA
$5.5M
@ 30% margin
Est. Deal Value
$44.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CSM CAPITAL CORPORATION
CRD
129789
SEC file #
801-62672
EIN
000000000
DBA names
—

Economics

AUM
$1.85B
AUM band
$1B+
AUM trajectory
'20'26
$962.5M → $1.85B▲ +92%
Client mix
Individuals High Net Worth36
Charitable Organizations13
Corporations4
Pooled Investment Vehicles2

Operations

Employees (total)
9
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
6 advisors → 5 advisors▼ -17%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
csmcapitalcorp.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MOORE, CHRISTOPHER, SOMERS
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
MOORE, CHRISTOPHER, SOMERS
THE EMERSON A. S. MOORE 2020
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CSMCAPITALCORP.COM
Rdap Domain Creation Date
2004-04-27T23:26:56Z
Rdap Firm Age Years
22
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001326091
Edgar Registered
Yes
Edgar Filing Count
12
Edgar First Filing Date
2005-05-02
Edgar Last Filing Date
2018-02-23
Edgar Form D Count
10
Edgar Form D Offerings
2018-02-232018-02-23 · 0000919574-18-002055
2017-02-232017-02-23 · 0000919574-17-002214
Edgar Former Names
First Neck Offshore Fund Ltd

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Pershing4
Northern Trust4
E*trade4
Edgar Addresses
Mailing
MOURANT CAYMAN CORPORATE SERVICES, LTD42 NORTH CHURCH STREET, PO BOX 1348GRAND CAYMAN, E9, KY1-1108
Business
MOURANT CAYMAN CORPORATE SERVICES, LTD42 NORTH CHURCH STREET, PO BOX 1348GRAND CAYMAN, E9, KY1-1108
Edgar EIN
000000000
Edgar Recent Filings
D/A2018-02-23 · 0000919574-18-002055
D/A2017-02-23 · 0000919574-17-002214
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-04-27T23:26:56Z
Rdap Domain Last Changed
2025-02-26T08:25:33Z
Rdap Nameservers
Ns35.worldnic.comNs36.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
1312808
Trust Company Affiliate
No

People (1)

1
MOORE, CHRISTOPHER, SOMERS
Direct Owner · 87.5%
1312808