Cm Investment Partners Llc
- Regulatory AUM
- $444M
- Discretionary
- $444M
- Clients
- 5
- Avg AUM / client
- $88.8M
- Accounts
- 5
- Employees
- 14
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 13, 2026
Who they serve
| Client type | Clients | AUM | % 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
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| 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)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| 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)
| Entity | Title / status | Since | Sch. | 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)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| 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)
| Form | Period | Size | |
|---|---|---|---|
| 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) ↗