AUMdb
CI

Cm Investment Partners Llc

SEC-registered Private Fund Manager · Small ($100M–$1B) CRD 168941 · SEC file 801-78877 · New York, NY
☆ Save with Pro ADV data as of Jul 13, 2026
Regulatory AUM
$444M
Discretionary
$444M
Clients
5
Avg AUM / client
$88.8M
Accounts
5
Employees
14

AUM over time

$211M $520M
Mar 20, 2014 Jul 13, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Jul 13, 2026

Who they serve

Client typeClientsAUM% of AUM
Business development companies 2 $236M 53.1%
Pooled investment vehicles (non-investment companies) 3 $208M 46.9%

Private funds (2)

Reported in Form ADV Section 7.B.(1), filing of Dec 2024 · $249M combined gross assets

FundTypeDomicileGross assetsOwners
Sp Alc Credit, L.P. Private Equity Fund Delaware $180M 3
Investcorp Us Institutional Private Credit Fund master Private Equity Fund Delaware $69.6M 5

People (3)

NameRole / titleCredentialsWith firm sinceOwnership
Mauer, Michael, Charles Member Aug 2013 (13y) ≈ 7.5% – 25% via Mmcmip Llc
Cloma, Paolo, S Chief Compliance Officer Mar 2024 (2y) Less than 5%
Shaikh, Suhail, Ahmad Chief Investment Officer May 2024 (2y) Less than 5%

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
Ivc Credit Management Financing, Llc Managing Member Dec 2024 A 75% or more
Mmcmip Llc Member Nov 2013 A 10% – 25%
Investcorp International Holdings Inc. Managing Member Jun 2023 B ≈ 56.25% – 100% via Ivc Credit Management Financing, Llc
Investcorp S.A. Shareholder Aug 2005 B ≈ 42.19% – 100% via Investcorp International Holdings Inc.
Investcorp Holdings Ltd. Shareholder Aug 2005 B ≈ 31.64% – 100% via Investcorp S.A.
Cp Holdings Ltd. Shareholder Aug 2005 B ≈ 23.73% – 100% via Investcorp Holdings Ltd.
Sipco Ltd. Shareholder Nov 2024 B ≈ 17.8% – 100% via Cp Holdings Ltd.
Iesip Holdings Ltd Shareholder Dec 2020 B ≈ 3.34% – 50% via Iesip Investments Spc Ltd
Sipco Holdings Ltd Shareholder Jun 2023 B ≈ 2.5% – 50% via Iesip Holdings Ltd
Iesip Investments Spc Ltd Shareholder Dec 2020 B ≈ 4.45% – 50% via Sipco Ltd.

Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.

Estimated effective ownership (look-through of filed bands):

  • Mauer, Michael, Charles: 75% – 100% of Mmcmip Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm
  • Investcorp International Holdings Inc.: 75% – 100% of Ivc Credit Management Financing, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
  • Investcorp S.A.: 75% – 100% of Investcorp International Holdings Inc. × 75% – 100% of Ivc Credit Management Financing, Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
  • Investcorp Holdings Ltd.: 75% – 100% of Investcorp S.A. × 75% – 100% of Investcorp International Holdings Inc. × 75% – 100% of Ivc Credit Management Financing, Llc × 75% – 100% direct ≈ 31.64% – 100% of the firm
  • Cp Holdings Ltd.: 75% – 100% of Investcorp Holdings Ltd. × 75% – 100% of Investcorp S.A. × 75% – 100% of Investcorp International Holdings Inc. × 75% – 100% of Ivc Credit Management Financing, Llc × 75% – 100% direct ≈ 23.73% – 100% of the firm
  • Sipco Ltd.: 75% – 100% of Cp Holdings Ltd. × 75% – 100% of Investcorp Holdings Ltd. × 75% – 100% of Investcorp S.A. × 75% – 100% of Investcorp International Holdings Inc. × 75% – 100% of Ivc Credit Management Financing, Llc × 75% – 100% direct ≈ 17.8% – 100% of the firm
  • Iesip Holdings Ltd: 75% – 100% of Iesip Investments Spc Ltd × 25% – 50% of Sipco Ltd. × 75% – 100% of Cp Holdings Ltd. × 75% – 100% of Investcorp Holdings Ltd. × 75% – 100% of Investcorp S.A. × 75% – 100% of Investcorp International Holdings Inc. × 75% – 100% of Ivc Credit Management Financing, Llc × 75% – 100% direct ≈ 3.34% – 50% of the firm
  • Sipco Holdings Ltd: 75% – 100% of Iesip Holdings Ltd × 75% – 100% of Iesip Investments Spc Ltd × 25% – 50% of Sipco Ltd. × 75% – 100% of Cp Holdings Ltd. × 75% – 100% of Investcorp Holdings Ltd. × 75% – 100% of Investcorp S.A. × 75% – 100% of Investcorp International Holdings Inc. × 75% – 100% of Ivc Credit Management Financing, Llc × 75% – 100% direct ≈ 2.5% – 50% of the firm
  • Iesip Investments Spc Ltd: 25% – 50% of Sipco Ltd. × 75% – 100% of Cp Holdings Ltd. × 75% – 100% of Investcorp Holdings Ltd. × 75% – 100% of Investcorp S.A. × 75% – 100% of Investcorp International Holdings Inc. × 75% – 100% of Ivc Credit Management Financing, Llc × 75% – 100% direct ≈ 4.45% – 50% of the firm

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, $249M gross assets)

FundTypeGross assetsMin. investmentOwners
Sp Alc Credit, L.P. Private Equity Fund $180M $100M 3
Investcorp Us Institutional Private Credit Fund Private Equity Fund $69.6M $10.0M 5

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 07/13/2026 3.64 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
  • Performance-based fees

Services

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles

Custody

Firm reports having custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 13, 2026.

View current Form ADV (SEC/IAPD) ↗