CM20 Wealth Management

CM20 Wealth Management

CM20 Wealth Management was founded in 2015 by Christopher Meyer, a former Goldman Sachs private wealth advisor. The firm operates out of New York City and presents itself as a multi-family office for ultra-high-net-worth families. Meyer's background in structuring complex portfolios for wealthy individuals shaped the firm's focus on illiquid, higher-return asset classes. The firm's strategy combines traditional wealth advisory with direct co-investments in private credit, real estate, infrastructure, and hedge funds. It targets deals where it can lead or co-lead alongside institutional partners, often in middle-market or opportunistic credit situations. Known co-investment partners have included KKR and Blackstone, though specific deal-level details are limited (per public record). Geographic focus is primarily North America, with occasional exposure to Western European markets. CM20 maintains a lean team of fewer than 20 professionals, according to industry reports (per public record). The firm has no publicly disclosed AUM or deployment figures, but its band is estimated below $500 million. No philanthropic vehicle or additional offices have been publicly identified. The firm has not reported a specific operational event in the past 24 months. CM20's structural differentiator is its hybrid model — it operates as a registered investment advisor while behaving like a family office, offering direct deal access typically reserved for institutional investors. The firm does not run a commingled fund vehicle, instead tailoring each co-investment opportunity to its client base. This regulatory posture allows it to serve multiple families without the compliance burden of a larger pooled fund.