General Info

CMS Companies focuses its energies on helping entrepreneurs grow, manage and preserve wealth for the benefit of their families and communities. The company s investment strategies are to protect principal and produce top-quartile results in the asset classes in which it invests. The company produces these results by diversifying with an asset class, performs due diligence, makes direct investments and co-investments in niche opportunities, accessing joint venture partners and managers that are strong in their asset classes and focusing transaction resources on transactions that are not performing up to expectations. Most of the assets in which the CMS Companies invests are illiquid and can be classified as either private equity, real estate or life insurance. CMS Companies is based in Philadelphia.