CM Group

CM Group

CM Group is a multi-family office headquartered in Nashville, Tennessee, founded to centralize investment management for a group of wealthy families. The firm's wealth origins are not publicly disclosed, nor are its founding year or named principals. Its structure functions as a shared investment platform, allowing member families to access larger-scale opportunities than each could pursue alone. The firm allocates capital across private equity, real estate, and private credit, with a focus on direct investments and co-investments alongside institutional partners. Deals are sourced through the families' networks and external GP relationships. Geographic scope centers on North America, with select exposure to other developed markets. Portfolio holdings and specific deals are not publicly listed. CM Group operates with an undisclosed number of professionals and reports no team headcount or additional office locations. As a multi-family office, it likely provides not only investment management but also tax, estate planning, and family governance services — a common service layer for such structures. No dated operational events from the last 24 months are publicly available. The firm's structural differentiator lies in its multi-family-office model: it is neither a pure single-family office nor an external asset manager. By aggregating capital from multiple families, CM Group can underwrite larger direct investments and negotiate better terms with fund managers, while each family retains its distinct legacy and governance priorities. This hybrid approach is increasingly common among wealth managers serving the ultra-high-net-worth segment.