RIA Intelligence

C.M. CAPITAL ADVISORS, LLC

CRD #157529 SEC #801-72864 PALO ALTO, CA 650-566-6499
SEC Registered Private Funds
Total AUM
$2.2B
Discretionary
$361.9M
Employees
18
Clients
--
Accounts
2

AUM Over Time

DateMar 2025
Total AUM$2.2B
Discretionary$361.9M
Non-Disc.$1.8B
Employees18
Clients0
DateMar 2024
Total AUM$2.2B
Discretionary$430.9M
Non-Disc.$1.7B
Employees21
Clients0
DateMar 2023
Total AUM$2.1B
Discretionary$433.9M
Non-Disc.$1.7B
Employees22
Clients0
DateMar 2022
Total AUM$2.4B
Discretionary$374.7M
Non-Disc.$2B
Employees19
Clients0
DateApr 2021
Total AUM$2B
Discretionary$354.7M
Non-Disc.$1.6B
Employees21
Clients0
DateMar 2020
Total AUM$1.5B
Discretionary$335M
Non-Disc.$1.2B
Employees20
Clients0
DateMar 2019
Total AUM$1.3B
Discretionary$306M
Non-Disc.$988.3M
Employees18
Clients0
DateMar 2018
Total AUM$1.3B
Discretionary$320.4M
Non-Disc.$951.8M
Employees18
Clients0
DateMar 2017
Total AUM$1.2B
Discretionary$311.4M
Non-Disc.$876.8M
Employees18
Clients1
DateMar 2016
Total AUM$1.1B
Discretionary$282.1M
Non-Disc.$857.5M
Employees18
Clients1
DateMar 2015
Total AUM$1.1B
Discretionary$275.1M
Non-Disc.$805.1M
Employees22
Clients1
DateJan 2015
Total AUM$995.5M
Discretionary$215.2M
Non-Disc.$780.3M
Employees23
Clients1
DateMar 2014
Total AUM$995.5M
Discretionary$215.2M
Non-Disc.$780.3M
Employees23
Clients1
DateMar 2013
Total AUM$911.7M
Discretionary$187M
Non-Disc.$724.7M
Employees21
Clients1
DateNov 2012
Total AUM$840.2M
Discretionary$170.4M
Non-Disc.$669.7M
Employees18
Clients1
DateMar 2012
Total AUM$840.2M
Discretionary$170.4M
Non-Disc.$669.7M
Employees11
Clients1