Csm Advisors, Llc
SEC-registered
Investment Adviser · Large ($10B–$100B)
CRD 306128
· SEC file 801-117641
· Warrendale, PA
· www.linkedin.com
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ADV data as of May 21, 2026
- Regulatory AUM
- $11.7B
- Discretionary
- $11.7B
- Clients
- 554
- Avg AUM / client
- $21.0M
- Accounts
- 554
- Employees
- 44
AUM over time
$6.9B
$11.7B
Dec 2019
May 2026
Annual snapshots from Form ADV filings · as of May 21, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 0 | $0 | — |
| High net worth individuals | 0 | $0 | — |
| Banking or thrift institutions | 0 | $0 | — |
| Investment companies | 7 | $1.1B | 9.69% |
| Pension and profit sharing plans | 131 | $3.7B | 32.1% |
| Charitable organizations | 24 | $306M | 2.63% |
| State or municipal government entities | 320 | $4.2B | 35.8% |
| Other investment advisers | 0 | $0 | — |
| Insurance companies | 17 | $1.2B | 9.98% |
| Sovereign wealth funds and foreign official institutions | 0 | $0 | — |
| Corporations and other businesses | 19 | $927M | 7.96% |
| Other | 36 | $214M | 1.84% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| General Building Laborers' Local 66 Pension Fund Board Of Trustees General Building Local 66 Pension Fund | 2024 | |
| U. A. Local 38 Defined Contribution Pension Plan Board Of Trustees Of U.A. Local 38 Trust Funds | 2024 | |
| Southern California Ufcw Unions And Food Employers Joint Pension Trust Fund Board Of Trustees, So Ca Ufcw Unions & Food Employers | 2024 | |
| Wakemed Pension Plan Wakemed | 2024 | |
| Warehouse Employees Union Local No. 730 Pension Trust Fund Board Of Trustees Of Warehouse Employees Local No. 730 Pension Trust F | 2024 | |
| Local 1102 Amalgamated Pension Fund Board Of Trustees Of Local 1102 Amalgamated Pension Fund | 2024 | |
| Sw Oh Regional Council Of Carpenters Pension Plan Sw Oh Regional Council Of Carpenters | 2024 | |
| Ironworkers Local #597 Pension Plan Board Of Trustees Ironworkers Local #597 Pension Plan | 2024 | |
| Midwestern Teamsters Pension Trust Fund Trustees Midwestern Teamsters Pension Trust Fund | 2024 |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kang, Danny, Allan | Managing Director | Jan 2018 (9y) | GP / trustee / elected manager of Estancia Ugp Ii, Lcc (indirect) | |
| Mendez, Michael, Casares | Managing Director | Jan 2018 (9y) | GP / trustee / elected manager of Estancia Ugp Ii, Lcc (indirect) | |
| Moriuchi, Takashi, Bayard | Managing Director | Jan 2018 (9y) | GP / trustee / elected manager of Estancia Ugp Ii, Lcc (indirect) | |
| Goodwin, Mark, David | Chairman | Oct 2019 (7y) | Less than 5% | |
| Molotsky, Alan, Eugene | Chief Legal Officer | Oct 2019 (7y) | Less than 5% | |
| Gensheimer, Mark, Richard | President | Mar 2020 (6y) | Less than 5% | |
| Skreppen, Ulf, Arthur | Chief Operating Officer And Chief Compliance Officer | Mar 2020 (6y) | Less than 5% | |
| Allen, Brian, Scott | Chief Investment Officer | Jul 2023 (3y) | Less than 5% | |
| Cox, Bradley, William | Chief Financial Officer | Jul 2023 (3y) | Less than 5% | |
| Clayton Walker Wilkin | Registered representative | CFA | Oct 2023 (3y) | |
| Bradley Adam Thompson | Registered representative | CFA | Nov 2023 (3y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Csm Intermediate Holdings, Llc | Sole Member | Oct 2019 | A | 75% or more |
| Nsi Holdco, Llc | Member | Oct 2019 | B | ≈ 23.73% – 100% via Csm Holdings, Llc |
| Estancia Capital Partners Fund Ii, L.P. | Member | Apr 2018 | B | ≈ 17.8% – 100% via Nsi Holdco, Llc |
| Csm Holdings, Llc | Sole Member Of Csm Group Holdings, Llc | Oct 2019 | B | ≈ 31.64% – 100% via Csm Group Holdings Llc |
| Csm Group Intermediate Holdings Llc | Sole Member Of Csm Intermediate Holdings, Llc | Mar 2021 | B | ≈ 56.25% – 100% via Csm Intermediate Holdings, Llc |
| Csm Group Holdings Llc | Sole Member Of Csm Group Intermediate Holdings Llc | Mar 2021 | B | ≈ 42.19% – 100% via Csm Group Intermediate Holdings Llc |
| Estancia Gp Ii, L.P. | General Partner | Jan 2018 | B | GP / trustee / elected manager of Estancia Capital Partners Fund Ii, L.P. (indirect) |
| Estancia Ugp Ii, Lcc | General Partner | Jan 2018 | B | GP / trustee / elected manager of Estancia Gp Ii, L.P. (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Nsi Holdco, Llc: 75% – 100% of Csm Holdings, Llc × 75% – 100% of Csm Group Holdings Llc × 75% – 100% of Csm Group Intermediate Holdings Llc × 75% – 100% of Csm Intermediate Holdings, Llc × 75% – 100% direct ≈ 23.73% – 100% of the firm
- Estancia Capital Partners Fund Ii, L.P.: 75% – 100% of Nsi Holdco, Llc × 75% – 100% of Csm Holdings, Llc × 75% – 100% of Csm Group Holdings Llc × 75% – 100% of Csm Group Intermediate Holdings Llc × 75% – 100% of Csm Intermediate Holdings, Llc × 75% – 100% direct ≈ 17.8% – 100% of the firm
- Csm Holdings, Llc: 75% – 100% of Csm Group Holdings Llc × 75% – 100% of Csm Group Intermediate Holdings Llc × 75% – 100% of Csm Intermediate Holdings, Llc × 75% – 100% direct ≈ 31.64% – 100% of the firm
- Csm Group Intermediate Holdings Llc: 75% – 100% of Csm Intermediate Holdings, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Csm Group Holdings Llc: 75% – 100% of Csm Group Intermediate Holdings Llc × 75% – 100% of Csm Intermediate Holdings, Llc × 75% – 100% direct ≈ 42.19% – 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.
Retirement plans served (9)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| General Building Laborers' Local 66 Pension Fund | Board Of Trustees General Building Local 66 Pension Fund | 561 | $218M | 07/01/2024 |
| U. A. Local 38 Defined Contribution Pension Plan | Board Of Trustees Of U.A. Local 38 Trust Funds | 1,240 | $211M | 07/01/2024 |
| Southern California Ufcw Unions And Food Employers Joint Pension Trust Fund | Board Of Trustees, So Ca Ufcw Unions & Food Employers | 55,507 | $6.5B | 04/01/2024 |
| Wakemed Pension Plan | Wakemed | 1,702 | $96.9M | 01/01/2024 |
| Warehouse Employees Union Local No. 730 Pension Trust Fund | Board Of Trustees Of Warehouse Employees Local No. 730 Pension Trust F | 313 | $151M | 01/01/2024 |
| Local 1102 Amalgamated Pension Fund | Board Of Trustees Of Local 1102 Amalgamated Pension Fund | 310 | $54.3M | 01/01/2024 |
| Sw Oh Regional Council Of Carpenters Pension Plan | Sw Oh Regional Council Of Carpenters | 1,599 | $421M | 01/01/2024 |
| Ironworkers Local #597 Pension Plan | Board Of Trustees Ironworkers Local #597 Pension Plan | 154 | $30.1M | 01/01/2024 |
| Midwestern Teamsters Pension Trust Fund | Trustees Midwestern Teamsters Pension Trust Fund | 72 | $39.6M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/21/2026 | 1.26 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 individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- Northern Trust $2.1B (18% of AUM) May 2026
- BNY Mellon $729M (10% of AUM) Sep 2021
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: May 21, 2026.
View current Form ADV (SEC/IAPD) ↗