Cs Capital Management Inc (El Segundo)


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.

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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.