# CSM ADVISORS, LLC

CSM ADVISORS, LLC of WARRENDALE, PA is an SEC-registered investment adviser.

## Registration

- CRD: 306128
- Type: SEC-registered investment adviser
- SEC file number: 801-117641
- Location: 2000 ERICSSON DRIVE, SUITE 100, WARRENDALE, PA, 15086
- Phone: 412-566-1234
- Latest filing: 2026-05-21
- Regulatory AUM: $11.7B
- Discretionary AUM: $11.7B
- Clients: 44
- Accounts: 554

## Business model

- Compensation: % of AUM, Performance
- Clients served: High net worth, Pooled vehicles, Investment cos, Other

## Officers, owners & control persons (24)

| Name | Role | Location |
| --- | --- | --- |
| Michael Casares Mendez | MANAGING DIRECTOR | — |
| Takashi Bayard Moriuchi | MANAGING DIRECTOR | — |
| Maria Grazia Sonzogni | ELECTED MANAGER OF SOLE MEMBER | — |
| Alan Eugene Molotsky | CHIEF LEGAL OFFICER | — |
| Mark David Goodwin | CHAIRMAN; ELECTED MANAGER OF SOLE MEMBER | — |
| Danny Allan Kang | MANAGING DIRECTOR | — |
| Ulf Arthur Skreppen | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| Bradley William Cox | CHIEF FINANCIAL OFFICER | — |
| Brian Scott Allen | CHIEF INVESTMENT OFFICER | — |
| Timothy Patrick Ford | CHIEF EXECUTIVE OFFICER | — |
| Vittorio Federico Pracca | ELECTED MANAGER OF SOLE MEMBER | — |
| Giorgio Medda | ELECTED MANAGER OF SOLE MEMBER | — |
| Marco Rabito Maneri | ELECTED MANAGER OF SOLE MEMBER | — |
| Mark Richard Gensheimer | PRESIDENT | — |
| Dana Alan Kurttila | ELECTED MANAGER OF SOLE MEMBER | — |
| MORIUCHI TAKASHI BAYARD | MANAGING DIRECTOR | — |
| GOODWIN MARK DAVID | CEO OF NSI HOLDCO, LLC; CHAIRMAN; CHIEF EXECUTIVE OFFICER | — |
| MOLOTSKY ALAN EUGENE | CFO; CHIEF COMPLIANCE OFFICER; GENERAL COUNSEL; CHIEF FINANCIAL OFFICER; SENIOR MANAGING DIRECTOR; CHIEF LEGAL OFFICER | — |
| MENDEZ MICHAEL CASARES | MANAGING DIRECTOR | — |
| KANG DANNY ALLAN | MANAGING DIRECTOR | — |
| ALLEN BRIAN SCOTT | CHIEF INVESTMENT OFFICER | — |
| GENSHEIMER MARK RICHARD | PRESIDENT; PRESIDENT OF CSM ADVISORS, LLC | — |
| COX JAMES WILLIAM | CFO; CHIEF FINANCIAL OFFICER | — |
| SKREPPEN ULF ARTHUR | CCO; CCO OF CSM ADVISORS, LLC; CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER (+1 more) | — |


## Branch offices (4)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| CLEVELAND | OH | 12 | 6123762800 |
| CLEVELAND | OH | 12 | 6123762800 |
| CHICAGO | IL | 1 | 3128572160 |
| CHICAGO | IL | 1 | 3128572160 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/306128/brochure
- Similar advisers: https://search.stillhousedata.com/firm/306128/similar
- Related entities: https://search.stillhousedata.com/firm/306128/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/306128

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.