Cmr Capital Management, Llc
- Regulatory AUM
- $275M
- Discretionary
- $275M
- Clients
- 10
- Avg AUM / client
- $27.5M
- Accounts
- 10
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 10 | $275M | 100.0% |
Private funds (8)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $116M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Gapl International Fund Llc master | Real Estate Fund | Delaware | $32.1M | 40 |
| Bellwood International Fund Llc master | Real Estate Fund | Delaware | $26.7M | 34 |
| Sofa Capital, Llc master | Real Estate Fund | Delaware | $17.1M | 3 |
| Rovena Mf Fund Llc master | Real Estate Fund | Delaware | $13.3M | 16 |
| Svmf Cjv, Llc master | Real Estate Fund | Delaware | $8.2M | 2 |
| Txmf Cjv Ii, Llc master | Real Estate Fund | Delaware | $7.1M | 2 |
| Mgeg I Investor, Llc master | Private Equity Fund | Delaware | $5.6M | 2 |
| Cmr Mf Fund V, Llc feeder | Real Estate Fund | Delaware | $5.6M | 15 |
People (1)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Xu, Susan | Chief Compliance Officer, President | Jun 2016 (10y) | ≈ 56.25% – 100% via Cmr Capital Group, Llc |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Cmr Capital Group, Llc | Managing Member | Jun 2017 | A | 75% or more |
| Cmrsx Manager, Inc. | Class A Member | Jun 2017 | A | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Xu, Susan: 75% – 100% of Cmr Capital Group, Llc × 75% – 100% direct ≈ 56.25% – 100% 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 (8, $116M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Gapl International Fund Llc | Real Estate Fund | $32.1M | $800K | 40 |
| Bellwood International Fund Llc | Real Estate Fund | $26.7M | $800K | 34 |
| Sofa Capital, Llc | Real Estate Fund | $17.1M | $100K | 3 |
| Rovena Mf Fund Llc | Real Estate Fund | $13.3M | $800K | 16 |
| Svmf Cjv, Llc | Real Estate Fund | $8.2M | $100K | 2 |
| Txmf Cjv Ii, Llc | Real Estate Fund | $7.1M | $100K | 2 |
| Mgeg I Investor, Llc | Private Equity Fund | $5.6M | $100K | 2 |
| Cmr Mf Fund V, Llc | Real Estate Fund | $5.6M | $200K | 15 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/10/2026 | 2.42 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 pooled investment vehicles
Custody
Firm reports it does not have 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: Mar 10, 2026.
View current Form ADV (SEC/IAPD) ↗