CM Wealth Advisors was founded in 1983 as a single-family office, and the founding family, now spanning four generations, remains a client. It became a multi-client family office in 2002, serving a select number of ultra high-net worth families along with their charitable foundations and endowments. Its services suit families with a net worth above $25 Million, and it has over $1.7 Billion in assets under management. Since 1990, $325 Million has been committed to its Private Equity program.
| Investor | Type | Based in | Focus | AUM | Contacts |
|---|---|---|---|---|---|
| RJ Family Office | Multi family office | Singapore | Real estate | $3.7T | 1 |
| Norges Bank Investment Management | Sovereign Wealth Fund | Oslo, Norway | Core | $1.8T | 1 |
| Morgan Stanley Investment Management | Fund of Funds | New York | Debt & credit · Core · Co-investment | $1.6T | 1 |
| SEI Investments | Fund of Funds | Oaks | Multifamily · Industrial | $1.5T | 4 |
| Blackstone Group - Fund of Funds and Secondary | Fund of Funds | New York | Multifamily · Industrial · Core | $1.1T | 16 |
| National Pension Service | Public Pension Fund | Jeonju-si, South Korea | Core · Co-investment | $800B | 1 |
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