CM MANAGEMENT, LLC
CRD #162198 SEC #802-120887 205-298-0371
State Registered Exempt Reporting Private Funds
Total AUM
--
Discretionary
--
Employees
--
Clients
--
Accounts
--
Firm Details
- Organization Type
- --
- State of Formation
- --
- Fiscal Year End
- --
- Registration Date
- --
- Latest Filing
- Mar 19, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LILLY, MARK, RUSSELL | I | CHIEF ADMINISTRATIVE OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| SATTERFIELD, THOMAS, ADGER | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SATTERFIELD, THOMAS, ADGER | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SATTERFIELD, THOMAS, ADGER | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SATTERFIELD, THOMAS, ADGER | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SATTERFIELD, THOMAS, ADGER | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LILLY & CO., LLC | DE | MEMBER | D | Control |
| LILLY, MARK, RUSSELL | I | CHIEF ADMINISTRATIVE OFFICER, CHIEF COMPLIANCE OFFICER | D | Control |
| LILLY, MARK, RUSSELL | I | CHIEF ADMINISTRATIVE OFFICER, CHIEF COMPLIANCE OFFICER | D | Control |
| LILLY, MARK, RUSSELL | I | CHIEF ADMINISTRATIVE OFFICER, CHIEF COMPLIANCE OFFICER | D | Control |
| LILLY, MARK, RUSSELL | I | CHIEF ADMINISTRATIVE OFFICER, CHIEF COMPLIANCE OFFICER | D | Control |
| SATTERFIELD CM HOLDINGS, LLC | DE | MEMBER | D | Control |
| SATTERFIELD CM HOLDINGS, LLC | DE | MEMBER | D | Control |
| SATTERFIELD CM HOLDINGS, LLC | DE | MEMBER | D | Control |
| SATTERFIELD CM HOLDINGS, LLC | DE | MEMBER | D | Control |
| SATTERFIELD CM HOLDINGS, LLC | DE | MEMBER | D | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| SATTERFIELD, THOMAS, ADGER | I | SATTERFIELD CM HOLDINGS, LLC | E | Control |
| SATTERFIELD, THOMAS, ADGER | I | SATTERFIELD CM HOLDINGS, LLC | E | Control |
| SATTERFIELD, THOMAS, ADGER | I | SATTERFIELD CM HOLDINGS, LLC | E | Control |
| SATTERFIELD, THOMAS, ADGER | I | SATTERFIELD CM HOLDINGS, LLC | E | Control |
Registrations
Federal
ERA
Mar 19, 2025 REGISTERED
Address
Phone: 205-298-0371