SourcingSourcing

CM INVESTMENT PARTNERS LLC

C34
CRD 168941·SEC 801-78877·NEW YORK, NY
AUM
$444.2M
$100M-$500M
Est. Revenue
$4.4M
@ 1% on AUM
Est. EBITDA
$1.3M
@ 30% margin
Est. Deal Value
$10.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CM INVESTMENT PARTNERS LLC
CRD
168941
SEC file #
801-78877
EIN
—
DBA names
Cm Investment Partners, Llc

Economics

AUM
$444.2M
AUM band
$100M-$500M
AUM trajectory
'20'26
$302.0M → $444.2M▲ +47%
Client mix
Pooled Investment Vehicles3
Business Devel Companies2

Operations

Employees (total)
14
Advisory staff (per ADV)
10
Advisory staff (5-yr trend)
'20'26
7 advisors → 10 advisors▲ +43%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
U.S. Banklow confidence
Services offered
Portfolio mgmt — investment companiesPortfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

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

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
IVC CREDIT MANAGEMENT FINANCING,
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
IVC CREDIT MANAGEMENT FINANCING,
MMCMIP LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

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
U.s. Bank6
E*trade4
Bny Mellon2
Jpmorgan2
Fidelity1
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (3)

3
CLOMA, PAOLO, S
Executive Officer · 2.5%
6426721
ROBERT ANDREW MUNS
Executive Officer · 2.5%
4594903
SHAIKH, SUHAIL, AHMAD
Executive Officer · 2.5%
2796110