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CMR CAPITAL MANAGEMENT, LLC

SEC Registered

PRIVATE FUND MANAGEMENT REAL ESTATE INVESTMENT ASSET MANAGEMENT

PASADENA, CAhttps://cmrcap.com626-817-9900
Assets Under Management
$100M–$500M
Employees
6
Office Locations
1 office
Total Accounts
10

About the firm

CMR Capital Group is a private fund management, real estate investment, and asset management firm based in Los Angeles, California. A wholly-owned subsidiary is registered with the U.S. Securities and Exchange Commission as an investment advisor.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

Pooled Vehicles

Areas of expertise

Private Fund ManagementReal Estate InvestmentAsset ManagementEb-5 FinancingOpportunistic InvestmentsValue-add InvestmentsRegistered Investment AdvisorCo-managementAdvisory Services

Services

Private fund formation and asset management, EB-5 financing and fund management, opportunistic and value-add investments, co-management and advisory services.

Private funds / alternatives
Private EquityReal Estate

Who they serve

Client segmentClientsAssets managed
Pension/Profit Sharing Plans10$275M

0 total clients reported on Form ADV.

Leadership

Llc Cmr Capital Group
MEMBER
Dana Ostenson
CHIEF COMPLIANCE OFFICER
Susan Xu
PRESIDENT
Susan Xu
MEMBER

Office locations

1 office in 1 state
CA
PASADENAHQ

Regulatory & compliance

CRD number
#284054
SEC Number
801-108240
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee / Performance-based

Data as of March 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CMR CAPITAL MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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