LP Profile

Capital Management Services

Also known as CMS

Multi Family Office (MFO)Wayne, United States
$140M
Assets Under Management
Wayne
Headquarters
Investment Focus

About Capital Management Services

CMG is a family office headquartered in Mahe, Seychelles, Founded in 2006 by Mr. Mukesh Valabhji. Capital Management Services, Inc. (CMS) is a fee-only advisory and financial planning firm. We have been providing wealth management services to our clients for over twenty-five years. Our comprehensive approach integrates investment management with personal financial planning, tax considerations, estate planning and trust matters.

Preferred Investment Types

Co-InvestingEquity FinancingInvestment FundsJoint Venture/PartnerListed EquitiesPrivate EquityVenture Capital - Early StageVenture Capital

Preferred Sectors & Themes

Cash Trading SecuritiesConservative AllocationEquity/Mutual FundsEquity SecuritiesFixed Income/Debt SecuritiesOptions TradingStartups & ManagementAlternative InvestmentsFinanceTraditional Investments (Liquid Assets)

Preferred Geographies

United States
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Capital Management Services from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$145.2M
Total Clients
242
Filing Date
March 19, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Capital Management Services?

Capital Management Services is a multi family office (mfo) based in Wayne, United States, managing approximately $140M in assets.

Where is Capital Management Services headquartered?

Capital Management Services is headquartered in Wayne, United States.

How much does Capital Management Services manage?

Capital Management Services manages approximately $140M in assets under management.

What does Capital Management Services invest in?

Capital Management Services focuses on Co-Investing, Equity Financing, Investment Funds, Joint Venture/Partner, Listed Equities, Private Equity, Venture Capital - Early Stage, Venture Capital.

How can I contact Capital Management Services?

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