# Capital Management Group: portfolio, investments and team > Capital Management Group is a family office based in United States. 1 investment on record, latest Mar 2019. Portfolio, stages, co-investors and team. Source: https://millionrounds.com/fund/capital-management-group (Millionrounds; every figure on the page links to its filing or article) United States · [Investor](https://millionrounds.com/investors) # Capital Management Group Last cheque observed Mar 2019. Silence since then is not evidence of inactivity: our sources miss unannounced rounds. Quiet Family office Series B Professional Services Wealth Management Cheques on record **0%** of best year **0** **cheques in 12 months**, 1 on record Since the last cheque **2773** days **00** hrs **00** min **00** sec Median round **$5.0M** Rounds led **0 of 1** Pitch Capital Management Group ## Capital Management Group highlights - 01 1 rounds on record - 02 Mostly Series B: 100% of its rounds ## What they do - **Type:** Family office (from a list, unverified) - **Cheque size:** Not stated - **Sectors:** Professional Services Wealth Management - **Based in:** Glen Allen, United States - **Cold pitches:** Not stated ## The record Every round we can evidence, newest first **1 appearances** - **2019** 1 round - **Mar** **[Perx](https://millionrounds.com/company/perx)** Series B · SG · Businesstimes **$5.0M** With 4 others An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor. ## The team Named by the firm itself, on a filing, its Form ADV or its company registration **3 named** MW **Mark Woodward Livesay** Treasurer, Secretary, Vice President i Form ADV PC **Pamela Catherine Simms** Chief Compliance Officer, Vice President i Form ADV TC **Timothy Colin Call** President, Chief Investment Officer i Form ADV We also hold **6** people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them. ## What the register says From the firm's own filings with the SEC, which it must file accurately by law **$826M** assets it manages Oct 2026 **Registered** investment adviser full reporting to the SEC - **Legal name:** The Capital Management Corporation - **SEC number:** CRD 112242 ## The cheque Series B Median round joined **$5.0M** the round, not its cheque Led 0 of 1 rounds **0%** - **Sole investor:** Never alone - **Last cheque:** Mar 2019 Rounds by stage said on their site - Series B *1* **Pitching Capital Management Group?** Put them on your fundraising board with this record on the card, and follow them to hear when they write a new cheque. Add to your CRM *→* ## Quick answers about Capital Management Group ### What does Capital Management Group invest in? Capital Management Group invests most often at Series B (100% of the rounds on record), in sectors such as Professional Services and Wealth Management. ### How active is Capital Management Group? 1 investments on record, 0 of them in the last 12 months. The most recent was in Mar 2019. ### What has Capital Management Group invested in recently? Its most recent investments on record: Perx (Series B, Mar 2019). ### How big are Capital Management Group's cheques? The median round it joins is $5.0M. ### Is Capital Management Group investing now? No investments in the last 12 months; the latest was in Mar 2019. ### What kind of investor is Capital Management Group? Capital Management Group is a family office based in Glen Allen, United States. ### How much does Capital Management Group manage? About $826M, as regulatory assets under management (Oct 2026). ### When was Capital Management Group founded? Capital Management Group was founded in 1964. ## Raising now? Find the investors who back rounds like yours, and keep every conversation on one fundraising board. Find similar investorsOpen your CRM Built from the rounds we watched, its filings and its own website, refreshed every night. [How we count](https://millionrounds.com/methodology) · [Report a correction](https://millionrounds.com/corrections?slug=capital-management-group) · [Is this your firm? Claim it](https://millionrounds.com/claim?org=capital-management-group)