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CM Capital Partners

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Client assets under management

$14,500,000

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Clients

56

46% high-net-worth

Advisors

3

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

19

Very Low

Average account size

$258,929

About

CM Capital Partners (doing business as Centrade) provides portfolio management and advisory services to a mix of individual clients — including high-net-worth individuals — as well as businesses, pooled investment vehicles, banks, and investment companies. Its service set includes ongoing portfolio management with individualized Investment Policy Statements, business consulting, real estate advisory (from public REITs to private placements), and the option to select or act as a subadviser with third‑party managers.

The firm applies a blend of charting, fundamental, quantitative and technical analysis and employs both long- and short-term trading, tailoring implementation to each client’s stated goals, time horizon, and risk tolerance documented in an IPS. It also undertakes higher‑risk strategies at times — for example, private M&A transactions, purchases of debt with conversion to equity, and investments in private placements and venture/private equity vehicles — and manages both discretionary and non‑discretionary accounts.

CM Capital is notable among peers for publicly presenting advertised performance results and for offering performance‑based fee arrangements to accredited or qualified clients, practices that are relatively uncommon for supported firms. The brochure also discloses potential conflicts of interest — certain supervised persons sell commissionable products through an affiliated broker‑dealer — and the firm requires clients to use specified custodians (Interactive Brokers, Millennium Trust, and AXOS Financial), which can affect execution and custody choices.

Client services

Portfolio management Selection of other advisers

Expertise

Private / alternative investments Real estate investing Business ownership considerations Business exit / sale strategy

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Fee options

Fixed

Flat fees up to $10,000 per month for business consulting and real estate advisory services, negotiable.

Percentage

1.00% annually on all assets

Project-based

Real Estate Advisory and Business Consulting fees may be charged hourly, as part of flat fees or other fee structures to a maximum of $10,000 per month, negotiable.

Performance-based

For Accredited or Qualified Clients: Annual fee of 2.00% AUM plus 20% performance fee based on capital appreciation with a high water mark. Another section states 1.00% AUM plus 10% performance fee for Accredited/Qualified Clients; exact final schedule is in client contract.

Other

Account minimum: $250,000 (may be waived)

Main office location

CM Capital Partners

6 Horseshoe Drive

Millstone Township NJ 08535, United States

Number of offices

2

Most active in

More info

Florida · Louisiana · Nevada · New Jersey · New York

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 702-755-7304

Advisors at this firm

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user avatar

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. His background includes roles at Spencer Winston Securities and Coldwell Banker, as well as property management for Norkez Properties. He also teaches at Baruch College and Touro University. CM Capital Partners provides portfolio management and advisory services to individual and institutional clients, utilizing a blend of charting, fundamental, quantitative, and technical analysis tailored to each client’s investment goals. The firm is known for offering performance-based fee arrangements and publicly presenting advertised performance results.

Private / alternative investments Real estate investing Business ownership considerations Business exit / sale strategy
user avatar

Ulderico C

Series 63, Series 65

Millstone Township, NJ

CM Capital Partners

Ulderico Conte is a financial advisor at CM Capital Partners with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Spencer Winston Securities Corp, CIM Securities, and AEON Capital. Conte serves on the Board of Directors for Family Office of America. CM Capital Partners provides portfolio management and advisory services to individual and institutional clients, including high-net-worth individuals and pooled investment vehicles. The firm uses a combination of charting, fundamental, quantitative, and technical analysis to tailor investment strategies, offering both discretionary and non-discretionary account management.

Private / alternative investments Real estate investing Business ownership considerations Business exit / sale strategy
user avatar

Avi M

Series 65

Millstone Township, NJ

CM Capital Partners

Avi Mandel is a financial advisor at CM Capital Partners with a Series 65 designation and two years of industry experience. Prior to his current role, he has held positions including building manager at Norkez Properties and administrative work at CM Capital. His background also includes service in the Israeli military and several years in education. CM Capital Partners (operating as Centrade) provides portfolio management and advisory services to individuals, businesses, and investment entities, utilizing a combination of charting, fundamental, quantitative, and technical analysis. The firm offers tailored investment strategies and is noted for publicly presenting performance results and offering performance-based fee arrangements to qualified clients.

Private / alternative investments Real estate investing Business ownership considerations Business exit / sale strategy
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