Csm Capital Corporation is an SEC registered investment adviser organized as a corporation with a primary office location in New York, NY. Its latest Form ADV filing, dated March 31, 2026, reports $1.8B in regulatory assets under management, 9 employees, and 28 accounts.
Assets Under Management
$1.8B
Employees
9
Offices
--
Total Clients
55
Primary office
NEW YORK, NY
654 MADISON AVENUE, 6TH FLOOR, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 65.5% of total clients.
Top client categories% of clientsClients
1
HNWI
65.5%
36
2
Charitable
23.6%
13
3
Corporations
7.3%
4
4
Pooled Investment Vehicles
3.6%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.8Bas of March 31, 2026
Discretionary98.4%
$1.8B
98% of total RAUM98.4%
Non-discretionary1.6%
$30M
2% of total RAUM1.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.8B
Total Accounts28
10Y AUM Change+$896M (+94.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee6:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.