CMK Partners, LLC

The firm provides discretionary investment management and integrated financial planning to high‑net‑worth and ultra‑high‑net‑worth individuals, families, trusts, and related entities, primarily through separately managed accounts (SMAs). It also sponsors and advises special purpose vehicles (SPVs) and serves as an investment adviser to life insurance carriers with respect to separate account assets underlying private placement life insurance (PPLI) policies.

Its investment approach emphasizes access to private, income‑oriented and family‑office opportunities—including direct lending, asset‑based lending, royalties, litigation finance, sports‑franchise equity, specialty finance, secondaries, co‑investments, real assets, and selective public‑market holdings—and it uses written diligence and investment‑committee approval before committing capital. Financial planning is provided as part of SMA engagements at no separate charge, covering asset allocation, liquidity and distribution planning, concentrated stock treatment, and coordination with clients’ tax and legal advisers.

Noteworthy features include an affiliation with a FINRA‑registered broker‑dealer and with affiliated advisers that manage private credit funds and a business development company, and a stated practice of sponsoring SPVs that may charge performance fees while waiving firm‑level fees on affiliated vehicles—arrangements the firm discloses as creating conflicts of interest and that it addresses through allocation and approval procedures. The firm has not yet commenced operations and has no active SEC‑registered advisors, and its chief compliance officer also performs compliance functions for the affiliated advisers, factors the firm identifies as relevant to governance and potential conflicts.