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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

C.M. CAPITAL ADVISORS, LLC

CRD 157529

PALO ALTO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:16edac54-101b-ef58-853b-7e7f61607294

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 4
On other graphs: 1
Observed: Mar 29, 2012 to Mar 31, 2026
17 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Independent Sponsorsidentity

C.M. Capital Advisors, LLC

Capital provider to sponsors · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $2.0BItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 18
Advisory employees: 11
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 2
Private funds: 2Schedule D 7.B(1)
Custody, client assets: $2.0B
SEC number: 801-72864
CIK: 1471662
CRD: 157529
Filings on the tape: 17
First filed: Mar 29, 2012
Latest filed: Mar 31, 2026
Organised: Limited Liability Company, DE

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
C.M.C. MASTER FUND, L.P.	Other Private Fund	$1.7B	Mar 29, 2024	9	Mar 29, 2012	reported	n/a
C.M.C. ABSOLUTE RETURN FUND, L.P.	Hedge Fund	$431M	Mar 29, 2024	4	Mar 29, 2012	reported	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ALPHAMILL TRUST, BY ALPHAMILL LIMITED, ITS TRUSTEE	WHOLLY OWNED	E	yes	03/2000	Mar 29, 2012	Mar 29, 2024
BELYTSCHKO, NICOLE, MARIE	CHIEF INVESTMENT OFFICER	Na	yes	03/2019	Mar 29, 2012	Mar 29, 2024
C.M. CAPITAL (DE) INC.	WHOLLY OWNED SUBSIDIARY	E	yes	03/2000	Mar 29, 2012	Mar 29, 2024
C.M. CAPITAL CORPORATION	Member	E	yes	03/2008	Mar 29, 2012	Mar 29, 2024
MORRISSEY, PETER, GROVER	CHIEF COMPLIANCE OFFICER AND SECRETARY	Na	yes	11/2012	Nov 28, 2012	Mar 29, 2024
PAUL, AIELLO, FRANCIS	Ceo	Na	yes	03/2021	Mar 31, 2021	Mar 29, 2024
SUCRE, FERNANDO, RAFAEL	CHIEF FINANCIAL OFFICER	Na	yes	07/2011	Nov 28, 2012	Mar 29, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
C.M.C. AR PARTNERS, L.P.	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$2.0B	$0	18	11	0	2	n/a
2024	Mar 31, 2025	$2.2B	$362M	18	11	0	2	n/a
2023	Mar 29, 2024	$2.2B	$431M	21	15	0	2	$2.2B
2022	Mar 31, 2023	$2.1B	$434M	22	16	0	2	$2.1B
2021	Mar 31, 2022	$2.4B	$375M	19	14	0	2	$2.4B
2020	Mar 31, 2021	$2.0B	$355M	21	16	0	2	$2.0B
2019	Mar 30, 2020	$1.5B	$335M	20	15	0	2	$1.5B
2018	Mar 28, 2019	$1.3B	$306M	18	12	0	2	$1.3B
2017	Mar 29, 2018	$1.3B	$320M	18	10	0	2	$1.3B
2016	Mar 31, 2017	$1.2B	$311M	18	10	n/a	2	$1.2B
2015	Mar 29, 2016	$1.1B	$282M	18	7	n/a	2	$1.1B
2014	Mar 31, 2015	$1.1B	$275M	22	6	n/a	2	$1.1B
2013	Mar 28, 2014	$995M	$215M	23	6	n/a	2	$995M
2012	Mar 28, 2013	$912M	$187M	21	6	n/a	2	$912M
2011	Mar 29, 2012	$840M	$170M	n/a	n/a	n/a	2	$840M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$2.0B	$2.2B	-10.2%	$2.1B	-2.2%	18	18	0	0

Relationships

Advises (2)

→ C.M.C. ABSOLUTE RETURN FUND, L.P.Private fundHedge Fund, IA
Mar 29, 2012 to presentfactForm ADV
→ C.M.C. MASTER FUND, L.P.Private fundOther Private Fund, IA
Mar 29, 2012 to presentfactForm ADV

Controls (6)

← MORRISSEY, PETER, GROVEROwnerCHIEF COMPLIANCE OFFICER AND SECRETARY, ownership code NA, individual
Nov 28, 2012 to Mar 29, 2024factForm ADV
← BELYTSCHKO, NICOLE, MARIEOwnerCHIEF INVESTMENT OFFICER, ownership code NA, individual
Mar 29, 2012 to Mar 29, 2024factForm ADV
← SUCRE, FERNANDO, RAFAELOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Nov 28, 2012 to Mar 29, 2024factForm ADV
← PAUL, AIELLO, FRANCISOwnerCEO, ownership code NA, individual
Mar 31, 2021 to Mar 29, 2024factForm ADV
← ALPHAMILL TRUST, BY ALPHAMILL LIMITED, ITS TRUSTEEOwnerWHOLLY OWNED, ownership code E, domestic entity
Mar 29, 2012 to Mar 29, 2024factForm ADV
← C.M. CAPITAL (DE) INC.OwnerWHOLLY OWNED SUBSIDIARY, ownership code E, domestic entity
Mar 29, 2012 to Mar 29, 2024factForm ADV

Dated events

Occurred
Mar 31, 2021
Regulatory AUM changed
C.M. Capital Advisors, Llc reported RAUM $2.0B, up 32% from $1.5B (2020-03-30 to 2021-03-31)
Form ADVobserved 6 days ago
$475M
Occurred
Mar 31, 2021
Control person left
Wallace Bruce Madding (Ceo) no longer on Schedule A of C.M. Capital Advisors, Llc (listed 2020-03-30, absent 2021-03-31)
Form ADVobserved 6 days ago
Occurred
Mar 31, 2021
Control person left
Edward Keith Seibert (Managing Director) no longer on Schedule A of C.M. Capital Advisors, Llc (listed 2020-03-30, absent 2021-03-31)
Form ADVobserved 6 days ago
Occurred
Mar 31, 2021
Control person joined
Francis Aiello Paul (Ceo) appeared on Schedule A of C.M. Capital Advisors, Llc
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:16edac54-101b-ef58-853b-7e7f61607294
First observed: Mar 29, 2012
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

C.M. CAPITAL ADVISORS, LLC

CRD 157529

PALO ALTO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:16edac54-101b-ef58-853b-7e7f61607294

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:15 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

C.M.C. MASTER FUND, L.P.

Other Private Fund

$1.7B

Mar 29, 2024

Mar 29, 2012

reported

n/a

C.M.C. ABSOLUTE RETURN FUND, L.P.

Hedge Fund

$431M

Mar 29, 2024

Mar 29, 2012

reported

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ALPHAMILL TRUST, BY ALPHAMILL LIMITED, ITS TRUSTEE

WHOLLY OWNED

yes

03/2000

Mar 29, 2012

Mar 29, 2024

BELYTSCHKO, NICOLE, MARIE

CHIEF INVESTMENT OFFICER

yes

03/2019

Mar 29, 2012

Mar 29, 2024

C.M. CAPITAL (DE) INC.

WHOLLY OWNED SUBSIDIARY

yes

03/2000

Mar 29, 2012

Mar 29, 2024

C.M. CAPITAL CORPORATION

Member

yes

03/2008

Mar 29, 2012

Mar 29, 2024

MORRISSEY, PETER, GROVER

CHIEF COMPLIANCE OFFICER AND SECRETARY

yes

11/2012

Nov 28, 2012

Mar 29, 2024

PAUL, AIELLO, FRANCIS

Ceo

yes

03/2021

Mar 31, 2021

Mar 29, 2024

SUCRE, FERNANDO, RAFAEL

CHIEF FINANCIAL OFFICER

yes

07/2011

Nov 28, 2012

Mar 29, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

C.M.C. AR PARTNERS, L.P.

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$2.0B

n/a

2024

Mar 31, 2025

$2.2B

$362M

n/a

2023

Mar 29, 2024

$2.2B

$431M

$2.2B

2022

Mar 31, 2023

$2.1B

$434M

$2.1B

2021

Mar 31, 2022

$2.4B

$375M

$2.4B

2020

Mar 31, 2021

$2.0B

$355M

$2.0B

2019

Mar 30, 2020

$1.5B

$335M

$1.5B

2018

Mar 28, 2019

$1.3B

$306M

$1.3B

2017

Mar 29, 2018

$1.3B

$320M

$1.3B

2016

Mar 31, 2017

$1.2B

$311M

n/a

$1.2B

2015

Mar 29, 2016

$1.1B

$282M

n/a

$1.1B

2014

Mar 31, 2015

$1.1B

$275M

n/a

$1.1B

2013

Mar 28, 2014

$995M

$215M

n/a

$995M

2012

Mar 28, 2013

$912M

$187M

n/a

$912M

2011

Mar 29, 2012

$840M

$170M

n/a

$840M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$2.0B

$2.2B

-10.2%

$2.1B

-2.2%