CSM Capital

Finance · New York, United States · 11-50 Employees

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Overview

Headquarters

625 Madison Ave Frnt 3, New York, New Yo...

Phone Number

(212) 400-9550

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
2
1
1
2
1
1

About CSM Capital

CSM Capital Corporation provides unconflicted strategic advice and asset management services to a select group of U.S. and offshore families and foundations. Founded in 2004, the firm focuses on complex tax, estate, business, and wealth planning issues, offering a high level of service through a strong ratio of investment professionals to clients. Their typical clients are financially significant families with multi-generational assets, and the firm prides itself on maintaining long-term relationships and high client retention. As a privately-owned SEC Registered Investment Advisor, CSMCC emphasizes a partnership approach with its clients.Explore more
CSM Capital's Social MediaPopular SearchesCsm Capital CorpCms Capital Group IncCsm Capital LLCCs Madison West CorpCsm Capital NilesSIC Code 62,628NAICS Code 52,523Show more

CSM Capital Org Chart

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DK
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Managing Director

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EH
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Managing Director

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KB
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Team Member

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Assistant Vice President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

CSM Capital

<$5M
11-50
Private
-
2004
DK
David KenneyManaging Director
$6.3M
11-50
Private
-
1990
SM
Simone MeeksChief Financial Officer
$5.5M
11-50
Private
-
2008
JM
Joseph MarrenPresident, CEO & Chief Information Officer
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
2016
N/A
<$5M
1-10
Private
-
2008
SM
Sadie McCarthyInvestor Relations Marketing Analyst
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

CSM Capital is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

CSM Capital is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about CSM Capital.

CSM Capital Tech Stack

A closer look at the technologies used by CSM Capital

CSM Capital News & Media

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Frequently Asked Questions Regarding CSM Capital

What is CSM Capital's official website?
CSM Capital's official website is www.csmcapitalcorp.com
What is CSM Capital's Revenue?
CSM Capital's revenue is <$5 Million
What is CSM Capital's SIC code?
CSM Capital's SIC: 62,628
What is CSM Capital's NAICS code?
CSM Capital's NAICS: 52,523
How many employees does CSM Capital have?
CSM Capital has 11-50 employees
What industry does CSM Capital belong to?
CSM Capital is in the industry of: Finance, Securities Trading
What is CSM Capital competition?
CSM Capital top competitors include: Journey Capital Advisers, Stakeholders Capital, Delphin Investments, Gerber Taylor
What technology does CSM Capital use?
Some of the popular technologies that CSM Capital uses are: Drupal, AddToAny, Microsoft 365, Google Tag Manager
How do I contact CSM Capital?
CSM Capital contact info: Phone number: (212) 400-9550 Website: www.csmcapitalcorp.com
What does CSM Capital do?

CSM Capital Corporation provides unconflicted strategic advice and asset management services to a select group of U.S. and offshore families and foundations. Founded in 2004, the firm focuses on complex tax, estate, business, and wealth planning issues, offering a high level of service through a strong ratio of investment professionals to clients.... Their typical clients are financially significant families with multi-generational assets, and the firm prides itself on maintaining long-term relationships and high client retention. As a privately-owned SEC Registered Investment Advisor, CSMCC emphasizes a partnership approach with its clients.Read More

What are CSM Capital social media links?
CSM Capital Linkedin page
Is CSM Capital a public company?
CSM Capital is private company therefore does not currently have an official ticker symbol
See more information about CSM Capital

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