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CM INVESTMENT PARTNERS, LLC

NEW YORK, NY · CRD 168941 · IAPD ↗ · 212-703-1196

$444.2MRegulatory AUM
10Advisory reps
14Employees
0Clients
n/aPlanning clients
3Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

38
April 2024 — CM INVESTMENT PARTNERS, LLC shrank from 12 to 9 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2024 — CM INVESTMENT PARTNERS, LLC crossed $500M in regulatory AUM ($390.4M -> $515.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.