Cm Capital Partners

Public-record details

Address

6 Horseshoe Drive, Millstone Township, NJ 08535

Phone

(702) 755-7304

Listed under

Flat / fixed fees, % of assets managed

CRD number

291720

Registration

State registered: FL, LA, MD, NJ, NV, NY

Compensation (Form ADV 5.E)

Percentage of assets under management; Fixed fees; Performance-based fees

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Portfolio management for individuals/small businesses; Selection of other advisers

Regulatory assets under management

$15.3 million

Accounts managed

74

Clients reported (Form ADV 5.D)

59

Individual / high-net-worth clients

30 / 26

Employees

3

Other business activities (Form ADV 6.A)

None reported

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-07-30

State registered (FL, LA, MD…) investment adviser, CRD 291720, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 291720 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.
• Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.