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CM20 Wealth Management
CM20 WEALTH MANAGEMENT is a state-registered investment adviser with approximately $20 million in regulatory assets under management. The firm has 1 employee...
Overview
CM20 WEALTH MANAGEMENT is a state-registered investment adviser with approximately $20 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.
General information
Firm type
Multi Family Office
Year founded
2015
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Principals
Christopher Meyer
Founder & CEO
Sector focus
Frequently asked questions
Who runs investment decisions at CM20 Wealth Management?
Christopher Meyer, the founder and CEO, leads the firm's investment committee. Meyer previously spent 12 years at Goldman Sachs advising ultra-high-net-worth families.
How does CM20 Wealth Management source proprietary deal flow?
The firm leverages Meyer's network from Goldman Sachs and relationships with institutional partners like KKR and Blackstone. It sources direct co-investments in private credit, real estate, and infrastructure from these connections.
What investment stages does CM20 typically target?
The firm targets structured investments in private credit, real estate development or acquisition, infrastructure projects, and hedge fund allocations. It does not appear to invest in early-stage venture or public equities.
Where is CM20 Wealth Management located?
The firm is headquartered in New York City, specifically in Manhattan. It does not maintain publicly disclosed additional offices.
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