Cms Fund Advisers, LLC (Wynnewood)
Cms Fund Advisers, LLC is a related adviser based in Wynnewood. It manages $6.04 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Delaware and Pennsylvania.
Cms Fund Advisers provides portfolio management for pooled investment vehicles and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Cms Fund Advisers: assets under management
The assets under management (AUM) of Cms Fund Advisers, LLC is $6.04 million. The company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Cms Fund Advisers, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients Paul Silberberg serves?
The only and largest group of clients of Paul Silberberg is pooled investment vehicles with 2 clients and $6.04 million of assets under management. Among the 3 most similar advisory firms, Cms Fund Advisers has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $6.04 million for 2 clients. None of the firm’s clients are foreign persons or businesses.
Cms Fund Advisers also advises several private funds. Namely, four real estate funds and nine private equity funds. The minimum investment commitment required of non-related persons ranges from $2,500 to $150,000.
Careers at Cms Fund Advisers, LLC
The company employs 7 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 5 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Paul Silberberg has been acting as President since 1 Sep 2010. John Tucker Adams joined the executive team most recently as the Treasurer, Vice President.
Direct owners and executive officers
Based in Wynnewood
The principal office where Cms Fund Advisers, LLC performs its advisory services is located at 308 E. Lancaster Avenue, Wynnewood, PA 19096 2145, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 610-896-3000 or by fax 610-896-3083. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at cmsco.com.
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