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Chief Compliance Officer and Secretary · C.M. Capital Advisors, LLC

Peter G. Morrissey

CRD 2278711 · Named on Form ADV at one SEC-registered adviser

At a glance

C.M. Capital Advisors, LLC, an SEC-registered private fund adviser based in Palo Alto, CA with $2.0 billion in regulatory assets, lists Peter G. Morrissey on its Form ADV as Chief Compliance Officer and Secretary, a control person.

Firms and roles

  • C.M. Capital Advisors, LLCChief Compliance Officer and SecretaryPrivate fund adviser · Palo Alto, CA · $2.0B in regulatory assets

AtlasMembers

Peter’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Peter’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.