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CSM Capital Corporation

EST. AUM
$1,848,163,156

CONTACTS
7

CLIENT ACCOUNTS
28

Firm Details

Metro area New York City
CRD Number 129789
Website csmcapitalcorp.com
Client types

Overview

CSM Capital Corporation is a New York-based, SEC-registered investment advisor founded in 2004. The firm provides comprehensive wealth management and investment advisory services to high-net-worth individuals, families, foundations, and institutions. CSM employs an institutional-style, multi-asset investment approach, integrating both public and private markets. The team emphasizes long-term, tax-efficient strategies tailored to each client's financial goals. Led by experienced professionals, CSM is known for its disciplined philosophy and client-centric focus.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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