Millstone Township, NJ Office
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CM Capital Partners
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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.
Based on CM Capital Partners
Expertise
Based on CM Capital Partners
Location
6 Horseshoe Drive
Millstone Township NJ 08535
Advisors at this office
3
Advisors at this office
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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