CM Capital Partners

Overview

CM Capital Partners is a state registered investment adviser based in Millstone Township, NJ, registered since 2018. It reports $15.3M in assets under management across 74 accounts, with 3 employees. It has 3 investment adviser representatives.

Reported AUM

$15.3M

Discretionary

73%

Accounts

74

Average account

$207K

Employees

3

Advisory reps

3

Registered since

2018

Jurisdictions

6

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Percentage of Assets and Performance-Based Fees

Executive officers 1 of 1

• Ulderico Conte Managing Member, Chief Compliance Officer CRD 2163160

Advisory reps 3 of 3

• Ulderico Conte Registered Rep · Investment Adviser Rep CRD 2163160
• Avi M Mandel Investment Adviser Rep CRD 7397516
• Ezri Shechter Investment Adviser Rep CRD 2772177

Location

Headquarters

6 Horseshoe Dr
Millstone Township, NJ 08535

County

Monmouth

Metro area

New York-Newark-Jersey City, NY-NJ-PA

Region

Northeast

Registrations

• State registered
• Registered in 6 jurisdictions
• Website: centrade.info

Every state, with registration dates

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