CM INVESTMENT PARTNERS LLC
Legal name: CM INVESTMENT PARTNERS, LLC
CRD #168941 SEC #801-78877 NEW YORK, NY 646-690-5047
SEC Registered Private Funds
Total AUM
$520.3M
Discretionary
$520.3M
Employees
16
Clients
--
Accounts
4
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $520.3M | $520.3M | $0 | 16 | 0 |
| Mar 2025 | $520.3M | $520.3M | $0 | 16 | 0 |
| Dec 2024 | $515.6M | $515.6M | $0 | 13 | 0 |
| Dec 2024 | $515.6M | $515.6M | $0 | 13 | 0 |
| Jun 2024 | $515.6M | $515.6M | $0 | 13 | 0 |
| Apr 2024 | $515.6M | $515.6M | $0 | 13 | 0 |
| Apr 2024 | $515.6M | $515.6M | $0 | 13 | 0 |
| Jul 2023 | $390.4M | $390.4M | $0 | 15 | 0 |
| Jun 2023 | $390.4M | $390.4M | $0 | 15 | 0 |
| Mar 2023 | $390.4M | $390.4M | $0 | 15 | 0 |
| Mar 2022 | $308.8M | $308.8M | $0 | 11 | 1 |
| Sep 2021 | $271.5M | $271.5M | $0 | 11 | 1 |
| May 2021 | $271.5M | $271.5M | $0 | 11 | 1 |
| Mar 2021 | $271.5M | $271.5M | $0 | 11 | 1 |
| Mar 2020 | $339.3M | $339.3M | $0 | 10 | 1 |
| Sep 2019 | $302M | $302M | $0 | 10 | 1 |
| Mar 2019 | $302M | $302M | $0 | 10 | 1 |
| Dec 2018 | $299.1M | $299.1M | $0 | 10 | 1 |
| Mar 2018 | $299.1M | $299.1M | $0 | 10 | 1 |
| Mar 2017 | $308M | $308M | $0 | 10 | 1 |
| Sep 2016 | $320M | $320M | $0 | 10 | 1 |
| Jul 2016 | $333.7M | $333.7M | $0 | 10 | 1 |
| Mar 2016 | $333.7M | $333.7M | $0 | 10 | 1 |
| Feb 2016 | $333.7M | $333.7M | $0 | 19 | 1 |
| Mar 2015 | $356.3M | $356.3M | $0 | 19 | 1 |
| Mar 2014 | $211.3M | $211.3M | $0 | 19 | 0 |
DateAug 2025
Total AUM$520.3M
Discretionary$520.3M
Non-Disc.$0
Employees16
Clients0
DateMar 2025
Total AUM$520.3M
Discretionary$520.3M
Non-Disc.$0
Employees16
Clients0
DateDec 2024
Total AUM$515.6M
Discretionary$515.6M
Non-Disc.$0
Employees13
Clients0
DateDec 2024
Total AUM$515.6M
Discretionary$515.6M
Non-Disc.$0
Employees13
Clients0
DateJun 2024
Total AUM$515.6M
Discretionary$515.6M
Non-Disc.$0
Employees13
Clients0
DateApr 2024
Total AUM$515.6M
Discretionary$515.6M
Non-Disc.$0
Employees13
Clients0
DateApr 2024
Total AUM$515.6M
Discretionary$515.6M
Non-Disc.$0
Employees13
Clients0
DateJul 2023
Total AUM$390.4M
Discretionary$390.4M
Non-Disc.$0
Employees15
Clients0
DateJun 2023
Total AUM$390.4M
Discretionary$390.4M
Non-Disc.$0
Employees15
Clients0
DateMar 2023
Total AUM$390.4M
Discretionary$390.4M
Non-Disc.$0
Employees15
Clients0
DateMar 2022
Total AUM$308.8M
Discretionary$308.8M
Non-Disc.$0
Employees11
Clients1
DateSep 2021
Total AUM$271.5M
Discretionary$271.5M
Non-Disc.$0
Employees11
Clients1
DateMay 2021
Total AUM$271.5M
Discretionary$271.5M
Non-Disc.$0
Employees11
Clients1
DateMar 2021
Total AUM$271.5M
Discretionary$271.5M
Non-Disc.$0
Employees11
Clients1
DateMar 2020
Total AUM$339.3M
Discretionary$339.3M
Non-Disc.$0
Employees10
Clients1
DateSep 2019
Total AUM$302M
Discretionary$302M
Non-Disc.$0
Employees10
Clients1
DateMar 2019
Total AUM$302M
Discretionary$302M
Non-Disc.$0
Employees10
Clients1
DateDec 2018
Total AUM$299.1M
Discretionary$299.1M
Non-Disc.$0
Employees10
Clients1
DateMar 2018
Total AUM$299.1M
Discretionary$299.1M
Non-Disc.$0
Employees10
Clients1
DateMar 2017
Total AUM$308M
Discretionary$308M
Non-Disc.$0
Employees10
Clients1
DateSep 2016
Total AUM$320M
Discretionary$320M
Non-Disc.$0
Employees10
Clients1
DateJul 2016
Total AUM$333.7M
Discretionary$333.7M
Non-Disc.$0
Employees10
Clients1
DateMar 2016
Total AUM$333.7M
Discretionary$333.7M
Non-Disc.$0
Employees10
Clients1
DateFeb 2016
Total AUM$333.7M
Discretionary$333.7M
Non-Disc.$0
Employees19
Clients1
DateMar 2015
Total AUM$356.3M
Discretionary$356.3M
Non-Disc.$0
Employees19
Clients1
DateMar 2014
Total AUM$211.3M
Discretionary$211.3M
Non-Disc.$0
Employees19
Clients0