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CM20 Wealth Management
CM20 WEALTH MANAGEMENT is an SEC-registered investment adviser with approximately $20 million in regulatory assets under management. The firm has 1 employee...
CM20 Wealth Management
CM20 WEALTH MANAGEMENT is an SEC-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.
Is CM20 structured as a single family office or does it operate more like a venture firm?
CM20 is a multi-family office registered as an RIA. It serves multiple families rather than a single wealth origin, blending advisory with direct investment access. This differs from a pure family office that manages capital for one family.
Does CM20 participate in fund commitments or only direct deals?
CM20 focuses primarily on direct co-investments, not fund commitments. The firm curates individual deals for clients, typically alongside institutional partners in middle-market private credit and real estate.
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.
Does CM20 maintain philanthropic structures?
The firm has not publicly disclosed any affiliated foundation or philanthropic arm. Wealth management services focus on investment allocation rather than charity structuring.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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