Csm Capital Corporation (New York)

Name: Csm Capital Corporation
Address: 625 Madison Avenue, New York, NY, 10022 1801
Telephone: 212-400-9551

Csm Capital Corporation is a large advisory firm based in New York. It manages $962.5 million of regulatory assets for 25 client accounts. It has been registered with the SEC as an adviser since 2004.

Csm Capital Corporation provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, selection of other advisers, and furnishes investment advice through consultations.. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Csm Capital Corporation: assets under management

The assets under management (AUM) of Csm Capital Corporation is $962.5 million. The firm's AUM has grown by 420% since the beginning of its operation, and $752.93 million of the total AUM is attributable to clients outside of the United States.

The firm manages $736.43 million in discretionary accounts and $226.07 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $35.07 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $56.52 million.

Investments

The firm invests in exchange traded securities the most. They account for 48% of the total AUM. The second-largest asset type is pooled investment vehicles, which make up 46% of the firm’s portfolio. Investments in cash and cash equivalents form 4% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Csm Capital Corporation for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Csm Capital Corporation serves?

The firm provides services to high net worth individuals, pooled investment vehicles, and corporations or other businesses. The largest group of clients of Csm Capital Corporation is corporations or other businesses with 8 clients and $733.7 million of assets under management. Among the 10 most similar advisory firms, Csm Capital Corporation has the highest percentage of corporations or other businesses out of all clients.

The amount of regulatory assets under management is $962.5 million for 26 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 35% of the firm’s clients are foreign persons or businesses.

Csm Capital Corporation also advises several private funds. Namely, two private equity funds. The minimum investment commitment required of non-related persons is $250,000 for each fund.

Careers at Csm Capital Corporation

The company employs 10 people that are either part- or full-time employees. 60 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Christopher Somers Moore	President, chief compliance officer & chief investment officer	1 Feb 2002	75% - 100%	1312808

Based in New York

The principal office where Csm Capital Corporation performs its advisory services is located at 625 Madison Avenue, New York, NY 10022 1801, 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 212-400-9551 or by fax 212-813-9242. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at csmcapitalcorp.com.