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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 31, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ALISSA, DOUGLAS, CARNOTIDIRECTORNA Control
BELYTSCHKO, NICOLE, MARIEIDIRECTORNA Control
BELYTSCHKO, NICOLE, MARIEIDIRECTORNA Control
BELYTSCHKO, NICOLE, MARIEIDIRECTORNA Control
BELYTSCHKO, NICOLE, MARIEIMANAGING DIRECTORNA Control
BELYTSCHKO, NICOLE, MARIEIDIRECTORNA Control
BELYTSCHKO, NICOLE, MARIEIDIRECTORNA Control
BELYTSCHKO, NICOLE, MARIEIMANAGING DIRECTORNA Control
BELYTSCHKO, NICOLE, MARIEIMANAGING DIRECTORNA Control
BELYTSCHKO, NICOLE, MARIEIMANAGING DIRECTORNA Control
BELYTSCHKO, NICOLE, MARIEICHIEF INVESTMENT OFFICERNA Control
BELYTSCHKO, NICOLE, MARIEICHIEF INVESTMENT OFFICERNA Control
BELYTSCHKO, NICOLE, MARIEICHIEF INVESTMENT OFFICERNA Control
BELYTSCHKO, NICOLE, MARIEICHIEF INVESTMENT OFFICERNA Control
BELYTSCHKO, NICOLE, MARIEICHIEF INVESTMENT OFFICERNA Control
BELYTSCHKO, NICOLE, MARIEICHIEF INVESTMENT OFFICERNA Control
BELYTSCHKO, NICOLE, MARIEICHIEF INVESTMENT OFFICERNA Control
Cook, Christina, JICHIEF FINANCIAL OFFICER, INTERIMNA Control
HAMMACK, ELIZABETH, MAHREEICHIEF COMPLIANCE OFFICERNA Control
LOUIE, MARK, LAWRENCEIEXECUTIVE VICE PRESIDENTNA Control
LUH, JENCHYN, MAOIEXECUTIVE VICE PRESIDENT AND SECRETARYNA Control
LUH, JENCHYN, MAOIEXECUTIVE VICE PRESIDENT AND SECRETARYNA Control
LUH, JENCHYN, MAOIEXECUTIVE VICE PRESIDENTNA Control
LUH, JENCHYN, MAOIEXECUTIVE VICE PRESIDENTNA Control
MADDING, BRUCE, WALLACEICEONA Control
MADDING, BRUCE, WALLACEICEONA Control
MADDING, BRUCE, WALLACEICEONA Control
MADDING, BRUCE, WALLACEICEONA Control
MADDING, BRUCE, WALLACEICEONA Control
MADDING, BRUCE, WALLACEICEONA Control
MADDING, BRUCE, WALLACEICEONA Control
MADDING, BRUCE, WALLACEICEONA Control
MADDING, BRUCE, WALLACEICEONA Control
MADDING, BRUCE, WALLACEICEONA Control
MADDING, BRUCE, WALLACEICEONA Control
MORRISSEY, PETER, GROVERICHIEF COMPLIANCE OFFICERNA Control
MORRISSEY, PETER, GROVERICHIEF COMPLIANCE OFFICERNA Control
MORRISSEY, PETER, GROVERICHIEF COMPLIANCE OFFICER AND SECRETARYNA Control
MORRISSEY, PETER, GROVERICHIEF COMPLIANCE OFFICER AND SECRETARYNA Control
MORRISSEY, PETER, GROVERICHIEF COMPLIANCE OFFICER AND SECRETARYNA Control
MORRISSEY, PETER, GROVERICHIEF COMPLIANCE OFFICER AND SECRETARYNA Control
MORRISSEY, PETER, GROVERICHIEF COMPLIANCE OFFICER AND SECRETARYNA Control
MORRISSEY, PETER, GROVERICHIEF COMPLIANCE OFFICER AND SECRETARYNA Control
MORRISSEY, PETER, GROVERICHIEF COMPLIANCE OFFICER AND SECRETARYNA Control
MORRISSEY, PETER, GROVERICHIEF COMPLIANCE OFFICER AND SECRETARYNA Control
MORRISSEY, PETER, GROVERICHIEF COMPLIANCE OFFICER AND SECRETARYNA Control
MORRISSEY, PETER, GROVERICHIEF COMPLIANCE OFFICER AND SECRETARYNA Control
MORRISSEY, PETER, GROVERICHIEF COMPLIANCE OFFICER AND SECRETARYNA Control
MORRISSEY, PETER, GROVERICHIEF COMPLIANCE OFFICER AND SECRETARYNA Control
MORRISSEY, PETER, GROVERICHIEF COMPLIANCE OFFICER AND SECRETARYNA Control
PAUL, AIELLO, FRANCISICEONA Control
PAUL, AIELLO, FRANCISICEONA Control
PAUL, AIELLO, FRANCISICEONA Control
PAUL, AIELLO, FRANCISICEONA Control
PAUL, AIELLO, FRANCISICEONA Control
SEIBERT, KEITH, EDWARDIMANAGING DIRECTORNA Control
SEIBERT, KEITH, EDWARDIMANAGING DIRECTORNA Control
SEIBERT, KEITH, EDWARDIMANAGING DIRECTORNA Control
SEIBERT, KEITH, EDWARDIMANAGING DIRECTORNA Control
SEIBERT, KEITH, EDWARDIMANAGING DIRECTORNA Control
SEIBERT, KEITH, EDWARDIMANAGING DIRECTORNA Control
SUCRE, FERNANDO, RAFAELICHIEF FINANCIAL OFFICERNA Control
SUCRE, FERNANDO, RAFAELICHIEF FINANCIAL OFFICERNA Control
SUCRE, FERNANDO, RAFAELICHIEF FINANCIAL OFFICERNA Control
SUCRE, FERNANDO, RAFAELICHIEF FINANCIAL OFFICERNA Control
SUCRE, FERNANDO, RAFAELICHIEF FINANCIAL OFFICERNA Control
SUCRE, FERNANDO, RAFAELICHIEF FINANCIAL OFFICERNA Control
SUCRE, FERNANDO, RAFAELICHIEF FINANCIAL OFFICERNA Control
SUCRE, FERNANDO, RAFAELICHIEF FINANCIAL OFFICERNA Control
SUCRE, FERNANDO, RAFAELICHIEF FINANCIAL OFFICERNA Control
SUCRE, FERNANDO, RAFAELICHIEF FINANCIAL OFFICERNA Control
SUCRE, FERNANDO, RAFAELICHIEF FINANCIAL OFFICERNA Control
SUCRE, FERNANDO, RAFAELICHIEF FINANCIAL OFFICERNA Control
SUCRE, FERNANDO, RAFAELICHIEF FINANCIAL OFFICERNA Control
SUCRE, FERNANDO, RAFAELICHIEF FINANCIAL OFFICERNA Control
C.M. CAPITAL CORPORATIONDEOWNERE Control
C.M. CAPITAL CORPORATIONDEOWNERE Control
C.M. CAPITAL CORPORATIONDEOWNERE Control
C.M. CAPITAL CORPORATIONDEMEMBERE Control
C.M. CAPITAL CORPORATIONDEMEMBERE Control
C.M. CAPITAL CORPORATIONDEOWNERE Control
C.M. CAPITAL CORPORATIONDEMEMBERE Control
C.M. CAPITAL CORPORATIONDEMEMBERE Control
C.M. CAPITAL CORPORATIONDEMEMBERE Control
C.M. CAPITAL CORPORATIONDEMEMBERE Control
C.M. CAPITAL CORPORATIONDEMEMBERE Control
C.M. CAPITAL CORPORATIONDEMEMBERE Control
C.M. CAPITAL CORPORATIONDEMEMBERE Control
C.M. CAPITAL CORPORATIONDEMEMBERE Control
C.M. CAPITAL CORPORATIONDEMEMBERE Control
C.M. CAPITAL CORPORATIONDEMEMBERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
ALPHAMILL TRUST, BY ALPHAMILL LIMITED, ITS TRUSTEEDEC.M. CAPITAL (DE) INC.E Control
ALPHAMILL TRUST, BY ALPHAMILL LIMITED, ITS TRUSTEEDEC.M. CAPITAL (DE) INC.E Control
ALPHAMILL TRUST, BY ALPHAMILL LIMITED, ITS TRUSTEEDEC.M. CAPITAL (DE) INC.E Control
ALPHAMILL TRUST, BY ALPHAMILL LIMITED, ITS TRUSTEEDEC.M. CAPITAL (DE) INC.E Control
ALPHAMILL TRUST, BY ALPHAMILL LIMITED, ITS TRUSTEEDEC.M. CAPITAL (DE) INC.E Control
ALPHAMILL TRUST, BY ALPHAMILL LIMITED, ITS TRUSTEEDEC.M. CAPITAL (DE) INC.E Control
ALPHAMILL TRUST, BY ALPHAMILL LIMITED, ITS TRUSTEEDEC.M. CAPITAL (DE) INC.E Control
ALPHAMILL TRUST, BY ALPHAMILL LIMITED, ITS TRUSTEEDEC.M. CAPITAL (DE) INC.E Control
ALPHAMILL TRUST, BY ALPHAMILL LIMITED, ITS TRUSTEEDEC.M. CAPITAL (DE) INC.E Control
ALPHAMILL TRUST, BY ALPHAMILL LIMITED, ITS TRUSTEEDEC.M. CAPITAL (DE) INC.E Control
ALPHAMILL TRUST, BY ALPHAMILL LIMITED, ITS TRUSTEEDEC.M. CAPITAL (DE) INC.E Control
ALPHAMILL TRUST, BY ALPHAMILL LIMITED, ITS TRUSTEEDEC.M. CAPITAL (DE) INC.E Control
ALPHAMILL TRUST, BY ALPHAMILL LIMITED, ITS TRUSTEEDEC.M. CAPITAL (DE) INC.E Control
ALPHAMILL TRUST, BY ALPHAMILL LIMITED, ITS TRUSTEEDEC.M. CAPITAL (DE) INC.E Control
ALPHAMILL TRUST, BY ALPHAMILL LIMITED, ITS TRUSTEEDEC.M. CAPITAL (DE) INC.E Control
C.M. CAPITAL (DE) INC.DEC.M. CAPITAL CORPORATIONE Control
C.M. CAPITAL (DE) INC.DEC.M. CAPITAL CORPORATIONE Control
C.M. CAPITAL (DE) INC.DEC.M. CAPITAL CORPORATIONE Control
C.M. CAPITAL (DE) INC.DEC.M. CAPITAL CORPORATIONE Control
C.M. CAPITAL (DE) INC.DEC.M. CAPITAL CORPORATIONE Control
C.M. CAPITAL (DE) INC.DEC.M. CAPITAL CORPORATIONE Control
C.M. CAPITAL (DE) INC.DEC.M. CAPITAL CORPORATIONE Control
C.M. CAPITAL (DE) INC.DEC.M. CAPITAL CORPORATIONE Control
C.M. CAPITAL (DE) INC.DEC.M. CAPITAL CORPORATIONE Control
C.M. CAPITAL (DE) INC.DEC.M. CAPITAL CORPORATIONE Control
C.M. CAPITAL (DE) INC.DEC.M. CAPITAL CORPORATIONE Control
C.M. CAPITAL (DE) INC.DEC.M. CAPITAL CORPORATIONE Control
C.M. CAPITAL (DE) INC.DEC.M. CAPITAL CORPORATIONE Control
C.M. CAPITAL (DE) INC.DEC.M. CAPITAL CORPORATIONE Control
C.M. CAPITAL (DE) INC.DEC.M. CAPITAL CORPORATIONE Control

Registrations

Federal

IA
Mar 31, 2025 REGISTERED

Notice Filings (1)

CA

Address

525 UNIVERSITY AVENUE
SUITE 200
PALO ALTO, CA 94301
United States
Phone: 650-566-6499