SEC-Registered Investment Adviser
Csm Capital Corporation
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated March 31, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- January 16, 2004
- Principal office
- 654 Madison Avenue, 6th Floor, New York, NY 10065-8439
- Organized as
- Corporation, NY
- Fiscal year end
- December
Scale
- Regulatory AUM
- $1.8B
- Discretionary / non-discretionary
- $1.8B / $30.5M
- Attributable to non-US clients
- $1.2B
- Accounts
- 28
- Clients
- 0
- Employees
- 9, 5 in advisory roles
- Private funds advised
- 2
- Fund types
- 2 private equity funds
- Funds with Form D records
- 2 issuers in AltStreet's ledger
Business, clients and compensation, as filed
- Advisory activities
- 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 other advisory activities
- Compensated by
- a percentage of assets under management, fixed fees and performance-based fees
- Client types
- high net worth individuals (36); pooled investment vehicles (2); charitable organizations (13); corporations or other businesses (4)
- Related persons include
- a sponsor, general partner or managing member of pooled investment vehicles
Form ADV Item 11 disclosures
No yes answers on Item 11 as of the latest Form ADV (March 31, 2026). Item 11 covers the firm and its advisory affiliates.
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Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.