Avi Mandel

2 Years of Experience

Millstone Township, NJ

1 Disclosure

Avi Mandel is a registered investment advisor at Cm Capital Partners, based in Millstone Township, NJ, with 2 years of industry experience. Avi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Real Estate Investing. Their firm serves 59 clients with $15M in assets under management.

Cm Capital Partners

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

4 advisors

Number of Clients

59 clients

Average Client Portfolio

$259K average

Assets Under Management

$15.3M

Fee Structure

Minimum Investment:$250K

Investment management only (planning not offered)

Portfolio-Based Fees (Flat)

Portfolio Value	Annual Fee
Any	1.00%

Accredited Investors pay 2.00% of assets under management along with a 20.00% performance fee based on capital appreciation.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

View Full SEC Brochure

Location

6 Horseshoe Drive, Millstone Township, NJ, 08535

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History

Regulatory History (1)

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Criminal

September 2020

Final Disposition

View Full SEC Report How to Read Disclosures

Other Business Activities

During work hours, Avi works for Norkez Properties as a building manager and has an administrative position at CM Capital.

Employment History

Current Registrations

Cm Capital Partners

August 2023 - Present · 2 yrs 9 mos

State Registrations2 states

NJNY

Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams

No exam information available for this advisor.

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