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CSM CAPITAL CORPORATION
CRD 129789 · SEC 801-62672
654 MADISON AVENUE, 6TH FLOOR, NEW YORK, NY, 10065-8439, United States
Phone
212-400-9551
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.85B
Discretionary AUM
$1.82B
Team
9 total employees; 5 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisersFURNISHES INVESTMENT ADVICE THROUGH CONSULTATIONS.
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 36 | $630.2M |
| Pooled investment vehicles | 2 | $0 |
| Charitable organizations | 13 | $5.5M |
| Corporations/business entities | 4 | $1.21B |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD