Cs Capital Management Inc (El Segundo)

Name: Cs Capital Management Inc
Address: 2274 E Maple Ave, El Segundo, CA, 90245 6507
Telephone: 310-988-7300

Cs Capital Management Inc is a large advisory firm based in El Segundo. It manages $959.29 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2001.

Cs Capital Management provides portfolio management for businesses and institutional clients and real estate investment advisory. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cs Capital Management: assets under management

The assets under management (AUM) of Cs Capital Management Inc is $959.29 million. The firm's AUM has grown by 394% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $52.04 thousand in discretionary accounts and $959.24 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $52.04 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $479.62 million.

Cs Capital Management has custody of $16.29 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in other assets the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cs Capital Management Inc for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Cs Capital Management Inc

The company employs 6 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Raymond Michael Surenkamp has been acting as President since 1 Dec 1993. Michael Lawrence Mchargue joined the executive team most recently as the Chief Executive Officer & President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Paul Hunt Saylor	Chief executive officer	1 Jan 1992	50% - 75%	1226787
Roel Sison Carandang	Sec/tres	1 Dec 1993	50% - 75%	1065121
Raymond Michael Surenkamp	President	1 Dec 1993	50% - 75%	1019675
Donald Gregory Wylin	Vice president	1 Jun 1994	Other	2302361
William Jordan Chadwick	50% owner	1 Apr 2000	50% - 75%	1388908
Vicki Aponik	Chief compliance officer	1 Jan 2004	Other	5030133
Tammie Sue Schroder	Chief compliance officer	1 Oct 2004	Other	4933117
Tammie Sue Dost	Chief compliance officer	1 Oct 2004	Other	4933117
Mika Ikeda Greenwood	Chief compliance officer	1 Aug 2008	Other	5033937
Brian Whitaker Love	Managing director	1 Jan 2011	Other	6029289
Michael Lawrence Mchargue	Managing director	1 Jan 2011	Other	4226345
Michael Lawrence Mchargue	President & managing principal	1 Jan 2015	50% - 75%	4226345
Samuel Parsons Depoy	Senior managing director	1 Sep 2015	Other	1476479
Michael Lawrence Mchargue	Chief executive officer & president	1 Jan 2018	75% - 100%	4226345
Samuel Parsons Depoy	Executive managing director	1 Jan 2018	25% - 50%	1476479

Based in El Segundo

The principal office where Cs Capital Management Inc performs its advisory services is located at 2274 E Maple Ave, El Segundo, CA 90245 6507, which is also the mailing address of the firm. An additional office of the firm is in Newport Beach, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 310-988-7300 or by fax 770-818-4041. The normal business hours are 8:30am - 5:00pm on Monday - Friday. You can find more information about the New York firm at cscapitalmanagementinc.com.