C.M. CAPITAL ADVISORS, LLC

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C.m. Capital Advisors is based out of Palo Alto. C.m. Capital Advisors is a hedge fund with 4 clients and discretionary assets under management (AUM) of $354,729,833 (Form ADV from 2021-03-31).

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Contact Info

c.m. capital advisors, llc
525 UNIVERSITY AVENUE
PALO ALTO CA    94301

Business Phone: 650-326-6480

Recent SEC Filings

View Last Form Adv Compilation Report on Record

C.M. CAPITAL ADVISORS, LLC
525 UNIVERSITY AVENUE SUITE 200
PALO ALTO CA    94301
Country: United States

Business Phone: 650-566-6499
Fax: (650) 566-6498
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 21
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Performance-based fees
Amount of client funds and securities: 0
Total Number of Clients: 4
Amount of client funds and securities by related persons: 2,332,730,000
Total Number of clients from related persons: 4
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Insider Transactions in the past year

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C.M. CAPITAL ADVISORS, LLC

ownership team - last updated 2021-03-31
Name Title Start Date Direct/Indirect % Ownership
BELYTSCHKO, NICOLE, MARIE CHIEF INVESTMENT OFFICER 03/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
C.M. CAPITAL ADVISORS, LLC DIRECTOR direct 2005-12-01
C.M. CAPITAL ADVISORS, LLC MANAGING DIRECTOR direct 2014-04-01
C.M. CAPITAL CORPORATION MEMBER 03/01/2008 Direct 75% or more
Fund Name Position direct/indirect start date end date
C.M. CAPITAL ADVISORS, LLC OWNER direct 2008-03-01
C.M. CAPITAL ADVISORS, LLC MEMBER direct 2008-03-01
MORRISSEY, PETER, GROVER CHIEF COMPLIANCE OFFICER AND SECRETARY 11/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
C.M. CAPITAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2012-11-01
C.M. CAPITAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER AND SECRETARY direct 2012-11-01
SUCRE, FERNANDO, RAFAEL CHIEF FINANCIAL OFFICER 07/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
CAPRICORN INVESTMENT GROUP LLC DIRECTOR OF FINANCE / CHIEF COMPLIANCE OFFICER direct 2007-04-01
CAPRICORN INVESTMENT GROUP LLC MANAGING DIRECTOR OF FINANCE / CHIEF COMPLIANCE OFFICER direct 2007-04-01
C.M. CAPITAL ADVISORS, LLC CHIEF FINANCIAL OFFICER direct 2011-07-01
PAUL, AIELLO, FRANCIS CEO 03/01/2021 Direct less than 5%
Fund Name Position direct/indirect start date end date
C.M. CAPITAL ADVISORS, LLC CEO direct 2021-03-01
BELYTSCHKO, NICOLE, MARIE CHIEF INVESTMENT OFFICER 03/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
C.M. CAPITAL ADVISORS, LLC DIRECTOR direct 2005-12-01
C.M. CAPITAL ADVISORS, LLC MANAGING DIRECTOR direct 2014-04-01
C.M. CAPITAL CORPORATION MEMBER 03/01/2008 Direct 75% or more
Fund Name Position direct/indirect start date end date
C.M. CAPITAL ADVISORS, LLC OWNER direct 2008-03-01
C.M. CAPITAL ADVISORS, LLC MEMBER direct 2008-03-01
MORRISSEY, PETER, GROVER CHIEF COMPLIANCE OFFICER AND SECRETARY 11/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
C.M. CAPITAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2012-11-01
C.M. CAPITAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER AND SECRETARY direct 2012-11-01
SUCRE, FERNANDO, RAFAEL CHIEF FINANCIAL OFFICER 07/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
CAPRICORN INVESTMENT GROUP LLC DIRECTOR OF FINANCE / CHIEF COMPLIANCE OFFICER direct 2007-04-01
CAPRICORN INVESTMENT GROUP LLC MANAGING DIRECTOR OF FINANCE / CHIEF COMPLIANCE OFFICER direct 2007-04-01
C.M. CAPITAL ADVISORS, LLC CHIEF FINANCIAL OFFICER direct 2011-07-01
PAUL, AIELLO, FRANCIS CEO 03/01/2021 Direct less than 5%
Fund Name Position direct/indirect start date end date
C.M. CAPITAL ADVISORS, LLC CEO direct 2021-03-01
C.M. CAPITAL (DE) INC. WHOLLY OWNED SUBSIDIARY C.M. CAPITAL CORPORATION 03/01/2000 Indirect 75% or more
Fund Name Position direct/indirect start date end date
C.M. CAPITAL ADVISORS, LLC WHOLLY OWNED SUBSIDIARY indirect 2000-03-01
ALPHAMILL TRUST, BY ALPHAMILL LIMITED, ITS TRUSTEE WHOLLY OWNED C.M. CAPITAL (DE) INC. 03/01/2000 Indirect 75% or more
Fund Name Position direct/indirect start date end date
C.M. CAPITAL ADVISORS, LLC WHOLLY OWNED indirect 2000-03-01
C.M. CAPITAL (DE) INC. WHOLLY OWNED SUBSIDIARY C.M. CAPITAL CORPORATION 03/01/2000 Indirect 75% or more
Fund Name Position direct/indirect start date end date
C.M. CAPITAL ADVISORS, LLC WHOLLY OWNED SUBSIDIARY indirect 2000-03-01
ALPHAMILL TRUST, BY ALPHAMILL LIMITED, ITS TRUSTEE WHOLLY OWNED C.M. CAPITAL (DE) INC. 03/01/2000 Indirect 75% or more
Fund Name Position direct/indirect start date end date
C.M. CAPITAL ADVISORS, LLC WHOLLY OWNED indirect 2000-03-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
C.M.C. ABSOLUTE RETURN FUND, L.P. Cayman Islands 805-8560418735 Hedge Fund 354,729,833 2,000,000 Master Fund Fund of Funds
C.M.C. MASTER FUND, L.P. United States 805-7433716154 Other Private Fund VENTURE & PE FUND OF FUNDS 1,623,555,265 2,000,000 Fund of Funds

C.M. CAPITAL ADVISORS, LLC

ownership team - last updated 2020-03-30
Name Title Start Date Direct/Indirect % Ownership

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
C.M.C. MASTER FUND, L.P. United States 805-7433716154 Other Private Fund VENTURE & PE FUND OF FUNDS 1,168,569,354 2,000,000 Fund of Funds
C.M.C. ABSOLUTE RETURN FUND, L.P. Cayman Islands 805-8560418735 Hedge Fund 335,009,978 2,000,000 Master Fund Fund of Funds

C.M. CAPITAL ADVISORS, LLC

ownership team - last updated 2019-03-28
Name Title Start Date Direct/Indirect % Ownership
MADDING, BRUCE, WALLACE CEO 07/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
C.M. CAPITAL ADVISORS, LLC CEO direct 2010-07-01
C.M. CAPITAL ADVISORS, LLC CEO direct 2011-01-01
BELYTSCHKO, NICOLE, MARIE CHIEF INVESTMENT OFFICER 03/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
C.M. CAPITAL ADVISORS, LLC DIRECTOR direct 2005-12-01
C.M. CAPITAL ADVISORS, LLC MANAGING DIRECTOR direct 2014-04-01
C.M. CAPITAL CORPORATION MEMBER 03/01/2008 Direct 75% or more
Fund Name Position direct/indirect start date end date
C.M. CAPITAL ADVISORS, LLC OWNER direct 2008-03-01
C.M. CAPITAL ADVISORS, LLC MEMBER direct 2008-03-01
MORRISSEY, PETER, GROVER CHIEF COMPLIANCE OFFICER AND SECRETARY 11/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
C.M. CAPITAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2012-11-01
C.M. CAPITAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER AND SECRETARY direct 2012-11-01
SUCRE, FERNANDO, RAFAEL CHIEF FINANCIAL OFFICER 07/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
CAPRICORN INVESTMENT GROUP LLC DIRECTOR OF FINANCE / CHIEF COMPLIANCE OFFICER direct 2007-04-01
CAPRICORN INVESTMENT GROUP LLC MANAGING DIRECTOR OF FINANCE / CHIEF COMPLIANCE OFFICER direct 2007-04-01
C.M. CAPITAL ADVISORS, LLC CHIEF FINANCIAL OFFICER direct 2011-07-01
SEIBERT, KEITH, EDWARD MANAGING DIRECTOR 04/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
C.M. CAPITAL ADVISORS, LLC MANAGING DIRECTOR direct 2014-04-01
C.M. CAPITAL (DE) INC. WHOLLY OWNED SUBSIDIARY C.M. CAPITAL CORPORATION 03/01/2000 Indirect 75% or more
Fund Name Position direct/indirect start date end date
C.M. CAPITAL ADVISORS, LLC WHOLLY OWNED SUBSIDIARY indirect 2000-03-01
ALPHAMILL TRUST, BY ALPHAMILL LIMITED, ITS TRUSTEE WHOLLY OWNED C.M. CAPITAL (DE) INC. 03/01/2000 Indirect 75% or more
Fund Name Position direct/indirect start date end date
C.M. CAPITAL ADVISORS, LLC WHOLLY OWNED indirect 2000-03-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
C.M.C. MASTER FUND, L.P. United States 805-7433716154 Other Private Fund VENTURE & PE FUND OF FUNDS 988,272,426 2,000,000 Fund of Funds
C.M.C. ABSOLUTE RETURN FUND, L.P. Cayman Islands 805-8560418735 Hedge Fund 306,032,392 2,000,000 Master Fund Fund of Funds

C.M. CAPITAL ADVISORS, LLC

ownership team - last updated 2017-03-31
Name Title Start Date Direct/Indirect % Ownership
MADDING, BRUCE, WALLACE CEO 07/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
C.M. CAPITAL ADVISORS, LLC CEO direct 2010-07-01
C.M. CAPITAL ADVISORS, LLC CEO direct 2011-01-01
BELYTSCHKO, NICOLE, MARIE MANAGING DIRECTOR 04/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
C.M. CAPITAL ADVISORS, LLC DIRECTOR direct 2005-12-01
C.M. CAPITAL ADVISORS, LLC MANAGING DIRECTOR direct 2014-04-01
C.M. CAPITAL CORPORATION MEMBER 03/01/2008 Direct 75% or more
Fund Name Position direct/indirect start date end date
C.M. CAPITAL ADVISORS, LLC OWNER direct 2008-03-01
C.M. CAPITAL ADVISORS, LLC MEMBER direct 2008-03-01
MORRISSEY, PETER, GROVER CHIEF COMPLIANCE OFFICER AND SECRETARY 11/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
C.M. CAPITAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2012-11-01
C.M. CAPITAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER AND SECRETARY direct 2012-11-01
SUCRE, FERNANDO, RAFAEL CHIEF FINANCIAL OFFICER 07/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
CAPRICORN INVESTMENT GROUP LLC DIRECTOR OF FINANCE / CHIEF COMPLIANCE OFFICER direct 2007-04-01
CAPRICORN INVESTMENT GROUP LLC MANAGING DIRECTOR OF FINANCE / CHIEF COMPLIANCE OFFICER direct 2007-04-01
C.M. CAPITAL ADVISORS, LLC CHIEF FINANCIAL OFFICER direct 2011-07-01
SEIBERT, KEITH, EDWARD MANAGING DIRECTOR 04/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
C.M. CAPITAL ADVISORS, LLC MANAGING DIRECTOR direct 2014-04-01
C.M. CAPITAL (DE) INC. WHOLLY OWNED SUBSIDIARY C.M. CAPITAL CORPORATION 03/01/2000 Indirect 75% or more
Fund Name Position direct/indirect start date end date
C.M. CAPITAL ADVISORS, LLC WHOLLY OWNED SUBSIDIARY indirect 2000-03-01
ALPHAMILL TRUST, BY ALPHAMILL LIMITED, ITS TRUSTEE WHOLLY OWNED C.M. CAPITAL (DE) INC. 03/01/2000 Indirect 75% or more
Fund Name Position direct/indirect start date end date
C.M. CAPITAL ADVISORS, LLC WHOLLY OWNED indirect 2000-03-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
C.M.C. MASTER FUND, L.P. United States 805-7433716154 Other Private Fund VENTURE & PE FUND OF FUNDS 876,844,455 2,000,000 Fund of Funds
C.M.C. ABSOLUTE RETURN FUND, L.P. Cayman Islands 805-8560418735 Hedge Fund 311,381,745 2,000,000 Master Fund Fund of Funds

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