CM Wealth has 25+ years of experience investing in this space, with over $800 million committed to private investments. In that time, we have forged deep networks of professionals across private markets, helping us source and vet top opportunities. CM Wealth focuses on niche managers with a proven ability to drive value, often in inefficient markets that provide opportunity for outsized returns.
Experience and Networks Drive Private Market Returns
Private EquityPrivate OPPORTUNITIESA Balanced and Measured Approach to Private Investment
While traditional portfolios focus on liquid assets (public equities and fixed income), CM Wealth has included alternative asset classes in portfolios for over 25 years. We invest in private equity, venture capital, and other diversifying private classes through proprietary programs accessible to all appropriate clients. Our co-invest program directly invests in companies and other assets, enhancing returns and reducing client fees.
Top Private Opportunities, Sourced and Vetted for You
At CM Wealth, our detailed and methodical process—sourcing, screening, diligence, approval, and management—ensures each opportunity is vetted for uniqueness and strategic fit. We prioritize quality and precision to protect and grow wealth. We invest in less than 1% of opportunities evaluated—a testament to the breadth of our search and the particularity of our approval—bringing clients the most selective options.
Expert Perspectives on Private Market Trends
Explore CM Wealth’s insights and the latest trends in private investments, helping you make informed decisions and maximize your portfolio's potential.