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STEVE BAKER

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Steve has served in the financial services industry since 2005. During this span he has successfully performed as both a financial advisor and wholesaler. Steve has been a steady and top producing wholesaler throughout his career, raising capital in the Reg D, Mutual Fund, Interval Fund, DST, and REIT spaces. His capital raising activity has been principally located in the Mountain/Central United States and the Four Corners territory.

 

Prior to joining CM Pacific Capital, Steve spent time with SC Distributors, Highland Capital Management, Realty Capital Securities, and Walton International. During his career, he has developed valuable and multiple industry contacts in the independent broker-dealer and RIA channels. These relationships, combined with his knowledge of both funds and non-traded products, have proven to be a tremendous benefit to CM Pacific Capital. Steve is an avid golfer and hockey player/fan. He competed collegiately at Fairfield University and the University of Rhode Island and earned his Bachelor’s degree in Finance from the University of Rhode Island.

Broker Check

Through our Broker/Dealer, Emerson Equity, LLC, the CMPC team executes a predetermined strategy to raise equity through its relationships with a nationwide network of independent Broker/Dealers, and their Registered Representatives.

CMPC's principals have extensive experience in navigating the intricacies of creating, distributing, and managing offerings in this space. We can provide timely and accurate information on the channel, and the strategies that managers perform in an effort to create a strong scenario for success.

Check the background of your financial professional on www.BrokerCheck.Finra.org.

©2022 by CM Pacific Capital, All Rights Reserved
3 Corporate Plaza Drive, Suite 101 • Newport Beach, CA 92660 • 949.706.2082
Securities offered through Emerson Equity, LLC, San Mateo, CA 94402 | Member FINRA/SIPC
CM Pacific Capital is not controlled by or a subsidiary of Emerson Equity, LLC

Disclosure: The contents of this communication: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, (ii) offers can be made only by the confidential Private Placement Memorandum (the "PPM") which is available upon request, (iii) do not and cannot replace the PPM and is qualified in its entirety by the PPM, and (iv) may not be relied upon in making an investment decision related to any investment offering by CM Pacific Capital, or any affiliate, or partner thereof ("Issuer"). All potential investors must read the PPM and no person may invest without acknowledging receipt and complete review of the PPM. With respect to the "targeted" goals and performance levels outlined herein, these do not constitute a promise of performance, nor is there any assurance that the investment objectives of any program will be attained. These "targeted" factors are based upon reasonable assumptions more fully outlined in the Offering Documents/PPM. Consult the PPM for investment conditions, risk factors, minimum requirements, fees and expenses and other pertinent information with respect to any investment. These investment opportunities have not been registered under the Securities Act of 1933 and are being offered pursuant to an exemption therefrom and from applicable state securities laws. Past performance are no guarantee of future results. All information is subject to change. You should always consult a tax professional prior to investing. Investment offerings and investment decisions may only be made on the basis of a confidential private placement memorandum issued by Issuer, or one of its partner/issuers. Issuer does not warrant the accuracy or completeness of the information contained herein. Thank you for your cooperation.

Securities offered through Emerson Equity, LLC, Member: FINRA/SIPC. Only available in states where Emerson Equity, LLC is registered. Emerson Equity, LLC is not affiliated with any other entities identified in this communication.

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