A complete list of active advisors currently associated with CM Capital Partners

Warmer can help you find a great advisor at CM Capital Partners or one who fits your needs even better.

CM Capital Partners (doing business as Centrade) provides portfolio management and advisory services to a mix of individual clients — including high-net-worth individuals — as well as businesses, pooled investment vehicles, banks, and investment companies. Its service set includes ongoing portfolio management with individualized Investment Policy Statements, business consulting, real estate advisory (from public REITs to private placements), and the option to select or act as a subadviser with third‑party managers. The firm applies a blend of charting, fundamental, quantitative and technical analysis and employs both long- and short-term trading, tailoring implementation to each client’s stated goals, time horizon, and risk tolerance documented in an IPS. It also undertakes higher‑risk strategies at times — for example, private M&A transactions, purchases of debt with conversion to equity, and investments in private placements and venture/private equity vehicles — and manages both discretionary and non‑discretionary accounts. CM Capital is notable among peers for publicly presenting advertised performance results and for offering performance‑based fee arrangements to accredited or qualified clients, practices that are relatively uncommon for supported firms. The brochure also discloses potential conflicts of interest — certain supervised persons sell commissionable products through an affiliated broker‑dealer — and the firm requires clients to use specified custodians (Interactive Brokers, Millennium Trust, and AXOS Financial), which can affect execution and custody choices.

To learn more about the advisors currently working at CM Capital Partners, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.