Csm Capital Corporation
- Regulatory AUM
- $1.8B
- Discretionary
- $1.8B
- Clients
- 55
- Avg AUM / client
- $33.6M
- Accounts
- 28
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 36 | $630M | 34.1% |
| Pooled investment vehicles (non-investment companies) | 2 | $0 | — |
| Charitable organizations | 13 | $5.5M | 0.3% |
| Corporations and other businesses | 4 | $1.2B | 65.6% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $89.7M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| First Neck Self Storage Fund Lp master | Private Equity Fund | Delaware | $53.1M | 16 |
| First Neck Self Storage Feeder, Ltd feeder | Private Equity Fund | Delaware | $36.6M | 4 |
People (1)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Moore, Christopher, Somers | President, Chief Compliance Officer & Chief Investment Officer | Feb 2002 (25y) | 75% or more |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The Emerson A. S. Moore 2020 Irrevocable Trust | Timothy J. F. Moore, Trustee; Emerson A. S. Moore, Trustee | Jan 2021 | A | 5% – 10% |
| The Timothy J. F. Moore 2020 Irrevocable Trust | Emerson A. S. Moore, Trustee; Timothy J. F. Moore, Trustee | Jan 2021 | A | 5% – 10% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $89.7M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| First Neck Self Storage Fund Lp | Private Equity Fund | $53.1M | $250K | 16 |
| First Neck Self Storage Feeder, Ltd | Private Equity Fund | $36.6M | $250K | 4 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.34 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Pershing $748M (40% of AUM) Mar 2026
- Northern Trust $52.0M (4% of AUM) Mar 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗