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Building 2CSM CAPITAL CORPORATION

Map pinNEW YORK, NY
Phone212-400-9551
NotebookSEC #801-62672
Total AUM
$1.8B
Employees
9
Clients
55

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
654 MADISON AVENUE
6TH FLOOR
NEW YORK
NY 10065-8439
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
212-400-9551

ReceiptFinancials

Total AUM
$1.8B
Accounts
28
Discretionary
$1.8B
Accounts
25
Non-Discretionary
$30.5M
Accounts
3

ContactClients

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HNW Individual Clients
36
AUM
$630.2M
Pooled Vehicle Clients
2
AUM
$0
Charitable Organization Clients
13
AUM
$5.5M
Corporation or Business Clients
4
AUM
$1.2B

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
FURNISHES INVESTMENT ADVICE THROUGH CONSULTATIONS.
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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