|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| CSM Capital Corporation
✚
|
|
|---|---|
| CRD # | 129789 |
| SEC # | 801-62672 |
| CIK # | |
| AUM | $1.7 B (2025-03-26) |
| Employees | 10 (50% Investors, 0% Brokers) |
| Phone | 212-400-9551 |
| Address | 654 Madison Avenue New York, NY 10065-8439 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | First NECK Self-Storage Feeder Ltd | [2018-03-29] | 0.0 | 36.6 |
| PE | First NECK SELF Storage Fund LP | [2018-03-29] | 0.0 | 53.0 |
| 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 ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 30 | 597.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 53.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 14 | 5.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 1,079.3 |
| (n) Other | 0 | 0.0 |
| Total | 49 | 1,735.4 |
| By Discretionary | ||
| Discretionary | 46 | 1,704.8 |
| Non-Discretionary | 3 | 30.5 |
| Total | 49 | 1,735.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 1,079.3 | |
| United States Persons | 656.0 | |
| Total | 49 | 1,735.4 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Christopher Moore | 220 | ||
| First NECK Self-Storage GP LLC | 2 | ||
| CSM Self-Storage LLC | 1 | ||
| SSCP Management LLC | 1 | ||
| Jake Ramage | 1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Point Olema Capital Partners LP
✚
|
CA | 2.0 |
|
NFC Investments LLC
✚
|
TN | 2.0 |
|
A16Z Perennial Management LP
✚
|
CA | 1.8 |
|
View Capital RIA LP
✚
|
TX | 1.8 |
|
Alternative Investment Management LLC
✚
|
NY | 1.7 |
|
Glynn Capital Management LLC
✚
|
CA | 1.6 |
|
Main Management LLC
✚
|
CA | 1.6 |
|
Spring Mountain Capital LP
✚
|
NY | 1.6 |
|
Avestar Capital LLC
✚
|
NY | 1.5 |
|
Titan Advisors LLC
✚
|
CT | 1.5 |