CSM Advisors is an investment advisor in Pittsburgh with $9.09 bn assets under management.
Company profile
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
843346426
SEC advisor number
801-117641
FINRA CRD number
306128
AUM ?
$9.09 bn
(as of 31 Mar 22)
Accounts
278
(as of 31 Mar 22)
Employees
37
(13 investment advisory or research)
Office hours
Monday - Friday, 8:30AM - 4:30PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Molotsky, Alan, Eugene | CFO | 10/2019 | < 5% |
Goodwin, Mark, David | Chairman | 10/2019 | < 5% |
CSM Intermediate Holdings, LLC | Sole Member | 10/2019 | > 75% |
Nsi Holdco, LLC | Member | 10/2019 | > 75% |
Kang, Danny, Allan | Managing Director | 01/2018 | |
Estancia Capital Partners Fund II, L.P. | Member | 04/2018 | > 75% |
Estancia GP II, L.P. | General Partner | 01/2018 | |
Estancia Ugp II, LCC | General Partner | 01/2018 | |
Mendez, Michael, Casares | Managing Director | 01/2018 | |
Moriuchi, Takashi, Bayard | Managing Director | 01/2018 | |
Skreppen, Ulf, Arthur | CCO | 03/2020 | < 5% |
Gensheimer, Mark, Richard | President | 03/2020 | < 5% |
CSM Holdings, LLC | Sole Member of CSM Group Holdings, LLC | 10/2019 | > 75% |
CSM Group Intermediate Holdings LLC | Sole Member of CSM Intermediate Holdings, LLC | 03/2021 | > 75% |
CSM Group Holdings LLC | Sole Member of CSM Group Intermediate Holdings LLC | 03/2021 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
11 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR
Quarterly holdings report by institutional manager
9 Feb 22
13F-HR
Quarterly holdings report by institutional manager
15 Nov 21