|
⚲
|
| CSM Capital Corporation
✚
|
|
|---|---|
| CRD # | 129789 |
| SEC # | 801-62672 |
| CIK # | |
| AUM | $1.8 B (2026-03-31) |
| Employees | 9 (56% Investors, 0% Brokers) |
| Phone | 212-400-9551 |
| Address | 654 Madison Avenue New York, NY 10065-8439 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | First NECK Self-Storage Feeder Ltd | [2018-03-29] | 0.0 | 0.0 |
| PE | First NECK SELF Storage Fund LP | [2018-03-29] | 0.0 | 0.0 |
| HF | First NECK Offshore Fund Ltd | 2012-03-30 | 17.7 | |
| HF | First NECK Partners LP | 2012-03-30 | 0.0 |
| 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) | 36 | 630.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 13 | 5.5 |
| (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 | 4 | 1,212.5 |
| (n) Other | 0 | 0.0 |
| Total | 28 | 1,848.2 |
| By Discretionary | ||
| Discretionary | 25 | 1,817.7 |
| Non-Discretionary | 3 | 30.5 |
| Total | 28 | 1,848.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 1,212.5 | |
| United States Persons | 635.7 | |
| Total | 28 | 1,848.2 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Christopher Moore | 234 | 7 | ||
| First NECK Self-Storage GP LLC | 2 | 1 | ||
| CSM Self-Storage LLC | 1 | 1 | ||
| SSCP Management LLC | 1 | 1 | ||
| Jake Ramage | 1 | 1 |
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|---|---|---|
|
Kintegral Advisory LLC
✚
|
NY | 2.1 |
|
NFC Investments LLC
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|
TN | 2.1 |
|
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NY | 2.1 |
|
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CA | 2.0 |
|
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CA | 1.9 |
|
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MA | 1.9 |
|
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✚
|
TX | 1.8 |
|
Alternative Investment Management LLC
✚
|
NY | 1.8 |
|
LGL Partners LLC
✚
|
PA | 1.7 |
|
Intellectus Partners LLC
✚
|
CA | 1.6 |