CM CAPITAL PARTNERS
WEALTH MANAGEMENT FOR ENTREPRENEURS & HIGH NET WORTH FAMILIES
CM CAPITAL PARTNERS
WEALTH MANAGEMENT FOR ENTREPRENEURS & HIGH NET WORTH FAMILIES
WEALTH MANAGEMENT FOR ENTREPRENEURS & HIGH NET WORTH FAMILIES
WEALTH MANAGEMENT FOR ENTREPRENEURS & HIGH NET WORTH FAMILIES
At CM Capital Partners, we provide advice and assistance to investment bankers, family offices, private equity firms, venture capital firms, business owners, entrepreneurs, and boards-of-directors investing in public or private debt and equity. CM Capital Partners offers advisory services in the areas of sale, merger & acquisition, recapitalization, and generational transition of privately-held or family-owned companies. We primarily focus in the corporate services, retail, franchising, restaurants, consumer products & services, and real estate sectors.
CMCP Real Estate is not a fund, we instead structure each opportunity as a standalone investment. We assist clients with evaluating and executing on opportunities in real estate as an alternative investment. This is not only to ensure that investors are taking the proper steps to diversify their assets, but also so that they are using these assets to benefit their investment portfolio, their business, and future financial investments.
CM Capital Partners is your partner when navigating your path to financial independence. Whether you are interested in growth and income investments for your portfolio, or require more in-depth analysis, CM Capital Partner has extensive relationships to help guide you to make the best choices for you and your family.
CM Capital Partners also offers separately managed accounts, specialized accounts for investors who prefer our advisors to actively manage specific assets, such as an 'alpha' stock portfolio or a portfolio of private placements. These accounts are best geared toward investors with a risk appetite but do not want to employ 'commission' only financial professionals
Our team is comprised of people with various levels of financial experience, but we all have this in common--a commitment to ethics and integrity. We’re all fully licensed and credentialed. You can count on unbiased recommendations and impartial guidance.
CM Capital Partners was created in 2017, with a vision and purpose to serve clients. CM Capital Partners was founded by entrepreneur Rico Conte who spent decades on Wall Street raising capital, founding new enterprises, investing and trading for clients, during which he raised hundreds of millions of dollars in funding.
As a serial entr
CM Capital Partners was created in 2017, with a vision and purpose to serve clients. CM Capital Partners was founded by entrepreneur Rico Conte who spent decades on Wall Street raising capital, founding new enterprises, investing and trading for clients, during which he raised hundreds of millions of dollars in funding.
As a serial entrepreneur and investment banker Rico understands the transactional nature of Wall Street, and the often and inherent adversarial broker/client relationship it fosters. To address this, he set out to create a new financial firm where the advisor/client relationship was truly aligned from all vantage points.
In 2018 CM Capital Partners became a state registered investment advisor focused on delivering top quality advise at a fair price. The boutique firm focuses on a number of client centric verticals, and since its founding, CM Capital Partners now manages millions in client assets and growing quickly.
Rico began his investment career as a financial services professional in 1991 working in capital markets, capital introductions, and wealth management. During his tenure as a financial services executive, he collaborated on a number of business advisory transactions and raised millions of dollars in capital for growth companies. He then
Rico began his investment career as a financial services professional in 1991 working in capital markets, capital introductions, and wealth management. During his tenure as a financial services executive, he collaborated on a number of business advisory transactions and raised millions of dollars in capital for growth companies. He then added operational experience as CEO of a 300-store retail chain which he co-founded, navigated through two equity rounds as a private company, and managed the IPO process. Rico received a Bachelor of Business Administration from Rider University, a master's in business administration from University of Phoenix, and a Masters in Banking and Finance from Boston University.
Vincent “Vince” Bruno began his career in the securities industry in 1985. Mr. Bruno has been a Chief Compliance Officer for various broker-dealers since 1992. He has recently served as a CEO of a broker-dealer. During the 1990’s he was CCO for three affiliated broker-dealers with over 300 registered representatives. Since 2002, after t
Vincent “Vince” Bruno began his career in the securities industry in 1985. Mr. Bruno has been a Chief Compliance Officer for various broker-dealers since 1992. He has recently served as a CEO of a broker-dealer. During the 1990’s he was CCO for three affiliated broker-dealers with over 300 registered representatives. Since 2002, after the enactment of the U.S. PATRIOT ACT, Mr. Bruno became a FINRA certified AML Compliance Officer and has been serving each broker-dealer, (he has been registered with), in that capacity since 2002.
In January 2006, Mr. Bruno formed his own compliance consulting company and has since worked with numerous broker-dealers in the areas of general and specific compliance practices and procedures, branch examinations and independent AML Audits.
Ezri Shechter is the lead developer for Norkez Lakhani, a real estate development firm that specializes in the Northern New Jersey market, with a concentration in Downtown Jersey City. Ezri brings with him a wealth of local ground-up development, having executed on several projects in the Northern New Jersey market. Ezri is also a Profes
Ezri Shechter is the lead developer for Norkez Lakhani, a real estate development firm that specializes in the Northern New Jersey market, with a concentration in Downtown Jersey City. Ezri brings with him a wealth of local ground-up development, having executed on several projects in the Northern New Jersey market. Ezri is also a Professor of Real Estate and Finance at Baruch College, and a member of the Englewood Historic Preservation Committee
Avi Mandel is an investment advisor and has been working with CM Capital for 4 years. He is in charge of back-office administration, managing the day-to-day operations, including account opening, maintenance, and data filing. Avi has a master's in education from Hebrew College, and is currently pursuing his PhD.
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WARRANTIES & DISCLAIMERS
There are no warranties implied.
CM Capital Partners (“RIA Firm”) is a registered investment adviser located in Millstone Township New Jersey. CM Capital Partners may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. CM Capital Partner’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of CM Capital Partner’s web site on the Internet should not be construed by any consumer and/or prospective client as CM Capital Partner’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by CM Capital Partners with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of RIA Firm Name, please contact the state securities regulators for those states in which CM Capital Partners maintains a registration filing. A copy of CM Capital Partner’s current written disclosure statement discussing CM Capital Partner’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from CM Capital Partners upon written request. CM Capital Partners does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to CM Capital Partner’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.
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