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Cm Energy Partners, Inc. (Dallas)


Cm Energy Partners, Inc. is a large advisory firm based in Dallas. It manages $25.3 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Texas.

Cm Energy Partners provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cm Energy Partners: assets under management

The assets under management (AUM) of Cm Energy Partners, Inc. is $25.3 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -73% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $25.3 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $5.06 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cm Energy Partners, Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Dallas

The principal office where Cm Energy Partners, Inc. performs its advisory services is located at 2100 Mckinney Avenue, Dallas, TX 75201, which is also the mailing address of the firm. An additional office of the firm is in Boston, MA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 214-273-5215 or by fax 214-273-5199. The normal business hours are 8:00 am - 7:00 p.m. on Monday - Friday.


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