CSM CAPITAL CORPORATION
Adviser information for CSM CAPITAL CORPORATION last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | New York, United States |
Employees
| Total Number of Employees | 9 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 41 | $1.5B |
| Non-Discretionary | 3 | $25.8M |
| Total | 44 | $1.5B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 32 | $525.4M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 2 | $53.0M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 16 | $609,197 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 5 | $949.3M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 14 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)FURNISHES INVESTMENT ADVICE THROUGH CONSULTATIONS. |
|---|---|
| Compensation | % of AUMFixed feesPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-62672 |
|---|---|
| SEC ERA File Number | 801-62672 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 129789 |
| Legal Entity Identifier | None |
Principal Office
625 MADISON AVENUE3RD FLOOR
NEW YORK
NY
United States
Monday - Friday, 9:00 A.M. - 5:00 P.M.
Tel: 212-400-9551, Fax: 212-813-9242
Websites
Chief Compliance Officer
CHRISTOPHER S MOORE
PRESIDENT
625 MADISON AVENUE
3RD FLOOR
NEW YORK
NY
United States
Tel:
(212) 400-9550
Fax:
(212) 813-9242
C*****@*****************M
(Full email address available in API data)
Regulatory Contact
KERRY J. BROSKY
SENIOR VICE PRESIDENT
625 MADISON AVENUE
3RD FLOOR
NEW YORK
NY
United States
Tel:
(212) 400-9551
Fax:
(212) 813-9242
K******@*****************M
(Full email address available in API data)
Industry Affiliates
| FIRST NECK SELF-STORAGE GP LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| FIRST NECK SELF STORAGE FUND LP | Private Equity Fund | $53.0M | $0.3M | 16 |
| FIRST NECK SELF-STORAGE FEEDER, LTD | Private Equity Fund | $36.6M | $0.3M | 4 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MOORE, CHRISTOPHER, SOMERS | Individual | – | PRESIDENT, CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | 02/2002 | > 75% |
| THE EMERSON A. S. MOORE 2020 IRREVOCABLE TRUST | Domestic Entity | – | TIMOTHY J. F. MOORE, TRUSTEE; EMERSON A. S. MOORE, TRUSTEE | 01/2021 | 5-10% |
| THE TIMOTHY J. F. MOORE 2020 IRREVOCABLE TRUST | Domestic Entity | – | EMERSON A. S. MOORE, TRUSTEE; TIMOTHY J. F. MOORE, TRUSTEE | 01/2021 | 5-10% |