Investment adviser · CRD 129789
CSM CAPITAL CORPORATION
Investment adviser filing (IA)
NEW YORK, NY, United States · Form ADV filed Mar 31, 2026
- Regulatory AUM
- $1.85B Form ADV · Item 5.F
- Client accounts
- 28 Accounts, not individual clients
- Employees
- 9 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Corporations & businesses | 4 | $1,212,505,094 | 65.6% |
| High-net-worth individuals | 36 | $630,183,394 | 34.1% |
| Charities | 13 | $5,474,668 | 0.3% |
| Pooled investment vehicles | 2 | $0 | 0.0% |
Filing source
Form ADV 2089854 · Mar 31, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
3 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
FIRST NECK SELF STORAGE FUND LPPrivate Equity Fund · Last reported Mar 31, 2026$0Gross asset value
Form D fundraising filings
First Neck Self-Storage Fund, LP
Feeder funds
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
GRANT THORNTON
PCAOB 248
Fund details & source
- Fund ID
- 805-8213923993
- Reported beneficial owners
- 16
- Minimum commitment
- $250K
- Form D file number
- 021-305236
Form ADV 2089854 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
FIRST NECK OFFSHORE FUND, LTD.Hedge Fund · Last reported Mar 29, 2018$17.7MGross asset value
Form D fundraising filings
FIRST NECK OFFSHORE FUND, LTD.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
KPMG LLC
PCAOB 185
MORGAN STANLEY SMITH BARNEY LLC
SEC 8-68191
Fund details & source
- Fund ID
- 805-4800213339
- Reported beneficial owners
- 3
- Minimum commitment
- $500K
- Form D file number
- 021-76627
Form ADV 1188710 · Mar 29, 2018 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
FIRST NECK PARTNERS, LPHedge Fund · Last reported Mar 29, 2018$0Gross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
KPMG LLC
PCAOB 185
Fund details & source
- Fund ID
- 805-6054164538
- Reported beneficial owners
- 12
- Minimum commitment
- $500K
- Form D file number
- 021-77121
Form ADV 1188710 · Mar 29, 2018 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 31, 2026. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed · Performance-based
Principal office
654 MADISON AVENUE, 6TH FLOORNEW YORK, NY, 10065-8439, United States
CRD 129789
Filing source
Form ADV 2089854 · Mar 31, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.