C.M. Capital Advisors, Llc
- Regulatory AUM
- $2.0B
- Discretionary
- $0
- Clients
- 2
- Avg AUM / client
- $982M
- Accounts
- 2
- Employees
- 18
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 2 | $2.0B | 100.0% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $2.2B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| C.M.C. Master Fund, L.P. | Other Private Fund | Delaware | $1.7B | 9 |
| C.M.C. Absolute Return Fund, L.P. master | Hedge Fund | Cayman Islands | $431M | 4 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Sucre, Fernando, Rafael | Chief Financial Officer | Jul 2011 (15y) | Less than 5% | |
| Morrissey, Peter, Grover | Chief Compliance Officer And Secretary | Nov 2012 (14y) | Less than 5% | |
| Belytschko, Nicole, Marie | Chief Investment Officer | Mar 2019 (7y) | Less than 5% | |
| Paul, Aiello, Francis | Ceo | Mar 2021 (5y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| C.M. Capital Corporation | Member | Mar 2008 | A | 75% or more |
| C.M. Capital (De) Inc. | Wholly Owned Subsidiary | Mar 2000 | B | ≈ 56.25% – 100% via C.M. Capital Corporation |
| Alphamill Trust, By Alphamill Limited, Its Trustee | Wholly Owned | Mar 2000 | B | ≈ 42.19% – 100% via C.M. Capital (De) Inc. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- C.M. Capital (De) Inc.: 75% – 100% of C.M. Capital Corporation × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Alphamill Trust, By Alphamill Limited, Its Trustee: 75% – 100% of C.M. Capital (De) Inc. × 75% – 100% of C.M. Capital Corporation × 75% – 100% direct ≈ 42.19% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $2.2B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| C.M.C. Master Fund, L.P. | Other Private Fund | $1.7B | $2.0M | 9 |
| C.M.C. Absolute Return Fund, L.P. | Hedge Fund | $431M | $2.0M | 4 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.36 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗