Crcm L.P. is a large advisory firm based in San Francisco. It manages $323.89 million of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of California.
Crcm provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Crcm L.P. is $323.89 million. The firm's AUM has grown by 28% since the beginning of its operation, and $236.91 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Crcm L.P. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to other investment advisers and pooled investment vehicles. The largest group of clients of Crcm is pooled investment vehicles with 7 clients and $323.84 million of assets under management. Among the 12 most similar advisory firms, Crcm has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $323.89 million for 8 clients. 75% of the firm’s clients are foreign persons or businesses.
Crcm also advises several private funds. Namely, two hedge funds and three private equity funds. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.
The company employs 18 people that are either part- or full-time employees. 44 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
The principal office where Crcm L.P. performs its advisory services is located at 475 Sansome Street, San Francisco, CA 94111, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 4155785700 or by fax 4154771353. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at crcm.com.