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| CM Investment Partners LLC
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|---|---|
| CRD # | 168941 |
| SEC # | 801-78877 |
| CIK # | |
| AUM | 444.2 M (2026-03-31) |
| Employees | 14 (71% Investors, 7% Brokers) |
| Phone | 646-690-5034 |
| Address | 280 Park Avenue New York, NY 10017 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Investcorp BDC II Investment Trust | 2026-03-31 | 9.2 M | |
| PE | Investcorp Institutional Private Credit Fund I | 2025-03-28 | 66.0 M | |
| PE | Investcorp US Institutional Private Credit Fund | 2024-06-03 | 69.6 M | |
| PE | SP ALC Credit LP | 2021-03-31 | 133.2 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 2 | 235.9 |
| (f) Pooled investment vehicles | 3 | 208.3 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5 | 444.2 |
| By Discretionary | ||
| Discretionary | 5 | 444.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5 | 444.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 9.2 | |
| United States Persons | 435.0 | |
| Total | 5 | 444.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional |
| Fund Types | Private Equity |
| LEI | 549300JPHBD1PIJIS395 |
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