CM Capital Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$14,500,000
Clients
56
Advisors
4
across 2 offices
About
CM Capital Partners provides advisory services to individual and high‑net‑worth clients as well as a range of institutional and business clients, including corporations, pooled investment vehicles, banks, and other advisers. The firm offers ongoing portfolio management, business consulting, real‑estate advisory, and selection/subadvisory services, and documents client objectives in an Investment Policy Statement with a customary account minimum of $250,000 (waivable).
The firm combines charting, fundamental, quantitative and technical analysis and uses both long‑ and short‑term trading, while integrating alternatives such as REITs, private placements, hedge funds, private equity and venture capital where appropriate. CM Capital can manage accounts on a discretionary or non‑discretionary basis, performs at least monthly internal reviews, and provides quarterly custodian reports to clients.
CM Capital is unusual among peers in that it advertises performance results and offers performance‑based fee arrangements to accredited/qualified clients (a management fee plus a performance fee measured annually with a high‑water‑mark), a structure that can create different risk incentives. The firm also charges negotiable flat fees for business and real‑estate advisory work (up to $25,000/month), and several personnel engage in outside brokerage and business activities and fee‑sharing relationships that create potential conflicts of interest.
Client services
Expertise
Fee options
Flat fees for business consulting and real estate advisory services up to $25,000 per month (negotiable)
Up to 2.00% annually
Commissions received by registered representatives for sale of investment products; not primary source of compensation
Potential hourly fees for real estate advisory services on a case-by-case basis
Up to 20.00% performance-based fee based on capital appreciation for Accredited/Qualified Clients, along with up to 2.00% asset management fee; subject to high-water mark and measured over at least one year
Account minimum: $250,000 (may be waived in discretion) Fee-only: Flat fee for business consulting services up to $25,000 per month (negotiable)
Main office
See office6 Horseshoe Drive
Millstone Township NJ 08535
Advisors at this office
3
Offices (2)
Most active in
Florida · Louisiana · Maryland · Nevada · New Jersey · New York
Also doing business as
Centrade · Cm Capital Partners
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Daniel B
Series 63, Series 65
Baltimore, MD
CM Capital Partners
Daniel Basch is a financial advisor with CM Capital Partners in Baltimore, MD, holding Series 63 and Series 65 designations and 24 years of industry experience. His career includes roles at Spencer Winston Securities Corp., Breck Capital, and multiple tenures at CM Capital Partners. CM Capital Partners provides advisory services to individual, high-net-worth, institutional, and business clients, offering portfolio management, business consulting, real estate advisory, and subadvisory services. The firm employs a combination of charting, fundamental, quantitative, and technical analysis, integrating alternatives like REITs and private equity, and offers both discretionary and non-discretionary account management.
Ezri S
Series 63, Series 65
Millstone Township, NJ
CM Capital Partners
Ezri Shechter is a financial advisor with CM Capital Partners, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Spencer Winston Securities and Coldwell Banker and also teaches at Baruch College and Touro University. In addition to his advisory role, he is a licensed real estate broker and manages properties through Norkez Properties. CM Capital Partners provides advisory and portfolio management services to individual, high-net-worth, institutional, and business clients, employing a combination of fundamental, quantitative, and technical analysis alongside alternative investments. The firm offers discretionary and non-discretionary account management, with performance-based fee arrangements available for qualified clients.
Ulderico C
Series 63, Series 65
Millstone Township, NJ
CM Capital Partners
Ulderico Conte is a financial advisor with CM Capital Partners, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Spencer Winston Securities Corp, CIM Securities, AEON Capital, and several other firms. He serves on the Board of Directors for Family Office of America, a publicly traded company. CM Capital Partners provides advisory services to individual, high-net-worth, and institutional clients, offering portfolio management, business consulting, and real estate advisory. The firm uses a combination of charting, fundamental, quantitative, and technical analysis, incorporating alternative investments and offering both discretionary and non-discretionary account management.
Avi M
Series 65
Millstone Township, NJ
CM Capital Partners
Avi Mandel is a financial advisor at CM Capital Partners with three years of industry experience. He holds a Series 65 designation and has worked at CM Capital Partners since 2023. Outside of advising, Mandel is involved in building management and administrative roles with Norkez Properties and CM Capital. CM Capital Partners provides advisory services to individual, high-net-worth, institutional, and business clients, offering portfolio management, business consulting, and real estate advisory. The firm uses a combination of charting, fundamental, quantitative, and technical analysis, integrating alternative investments, and offers performance-based fee arrangements for qualified clients.
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