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CAPITAL MARKET STRATEGIES LLC, CRD 286579
PALM BEACH GARDENS, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| LYMAN, CURTIS, LEE | MANAGING MEMBER | E | yes | 11/2005 | Feb 16, 2017 | Mar 12, 2024 |
| West, Stephanie, Lynn | CHIEF COMPLIANCE OFFICER | Na | no | 01/2023 | Feb 8, 2023 | Mar 12, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2024 | Mar 28, 2025 | $267M | $266M | 5 | 4 | 2 | n/a | n/a |
| 2023 | Mar 12, 2024 | $228M | $228M | 5 | 4 | 1 | n/a | n/a |
| 2022 | Feb 8, 2023 | $197M | $197M | 5 | 3 | 1 | n/a | n/a |
| 2021 | Feb 10, 2022 | $211M | $211M | 5 | 3 | 1 | n/a | n/a |
| 2020 | Mar 3, 2021 | $170M | $170M | 4 | 4 | 2 | n/a | n/a |
| 2019 | Mar 6, 2020 | $145M | $145M | 3 | 3 | 2 | n/a | n/a |
| 2018 | Feb 6, 2019 | $131M | $131M | 3 | 3 | 2 | n/a | n/a |
| 2017 | Mar 22, 2018 | $149M | $149M | 4 | 4 | 2 | n/a | n/a |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2024 | $267M | $228M | 17.1% | $211M | 8.2% | 5 | 5 | 2 | 1 |