C.M. Capital Management

Overview

C.M. Capital Advisors, LLC has its principal office in Palo Alto, California.² The firm provides individualized investment advice and works selectively with institutional-class investors seeking to enhance returns through alternative asset classes.² It has CRD number 157529 and SEC file number 801-72864.¹ Its SEC registration is listed as Approved, effective November 15, 2011. California is listed as its notice-filing jurisdiction, effective the same date.¹

The adviser operates as a subsidiary of C.M. Capital Corporation.² The corporation has operated from Silicon Valley since 1969 and provides investment insight and opportunities to the Cha family and affiliated Cha Group companies.³

History

C.M. Capital Advisors says it was founded in 2007 as a subsidiary of C.M. Capital Corporation to provide investment services.² C.M. Capital Corporation describes its origins as managing the Cha family’s United States real estate investments. It says the organization now assists with hundreds of global investments across asset classes.²

The Cha Group began in 1949 when Dr. Cha Chi Ming created China Dyeing Works. The group now includes businesses in textiles, manufacturing, real estate, technology and financial services.³ C.M. Capital Corporation describes its heritage through Chinese and California cultural roots, long term investing, change and innovation.³

Timeline

1. 1949The Cha Group began in 1949 when Dr.
2. 1969The corporation has operated from Silicon Valley since 1969 and provides investment insight and opportunities to the Cha family and affiliated Cha Group companies.
3. 2007Capital Advisors says it was founded in 2007 as a subsidiary of C.M.
4. 2011Its SEC registration is listed as Approved, effective November 15, 2011.

Leadership

C.M. Capital Advisors lists Paul Aiello as CEO, Johnson M.D. Cha as founder and chairman, John C. Couch as vice chairman, and Bruce W. Madding as vice chairman.²

Its investment team includes Biren Bhandari, EVP & MD, Private Equity; Daniel Eisenberg, Director, Private Equity; Diego Syrowicz, EVP & MD, Global Markets; Michael Potts, Associate Director, Global Markets; and Alice L. Singh, Associate Director, Private Equity.² Jenchyn Luh is listed as chair of the Investment Committee.²

C.M. Capital Corporation lists Rina Bhagwati as president, Charlie Acton and Matt Bernstein as vice presidents, Bella He as associate director, and Nicholas Wolfe as associate.³

Services

C.M. Capital Advisors provides individualized advice across alternative and traditional asset classes.² Its stated alternative asset focus includes venture capital, private equity and hedge funds.²

C.M. Capital Corporation says it invests directly in real estate and, through C.M. Capital Advisors, in venture capital, private equity and hedge funds.³

What the firm offers

• Private and alternative investments

Client focus

The firm says it works selectively with institutional-class investors seeking to enhance returns through alternative asset classes.² C.M. Capital Corporation describes its investment activities as serving the Cha family and affiliated Cha Group companies.³

Investment philosophy and approach

The firm describes its investment process as disciplined and considered. It says it acts as a principal while seeking long term partnerships with clients and investment partners.² Its corporate heritage emphasizes long term investing, change and innovation.³

FAQs

Related resources

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• GuideThe annual MFO review

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Sources

1. SEC IAPD firm summary , accessed October 23, 2026.
2. C.M. Capital Advisors , accessed October 23, 2026.
3. C.M. Capital Corporation , accessed October 23, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.