Ccc Advisors, LLC (Austin)

Name: Ccc Advisors, LLC
Address: 3700 North Capital Of Texas Highway, Austin, TX, 78746
Telephone: 512-412-3300

Ccc Advisors, LLC is a large advisory firm based in Austin. It manages $306.77 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of Texas.

Ccc Advisors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ccc Advisors: assets under management

The assets under management (AUM) of Ccc Advisors, LLC is $306.77 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 96% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $306.77 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $76.69 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ccc Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. 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.

What kind of clients Ccc Advisors serves?

The only and largest group of clients of Ccc Advisors is pooled investment vehicles with 4 clients and $306.77 million of assets under management. Among the 10 most similar advisory firms, Ccc Advisors has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $306.77 million for 4 clients. None of the firm’s clients are foreign persons or businesses.

Ccc Advisors also advises several private funds. Namely, four private equity funds. The minimum investment commitment required of non-related persons ranges from $0 to $1,000,000.

Careers at Ccc Advisors, LLC

The company employs 10 people that are either part- or full-time employees. 80 percent of the employees work as investment advisers or researchers. 2 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 doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc Lpc Advisors	Sole member	1 Jun 2017	75% - 100%	32-0535051
Antonio Joseph Digesualdo	Managing partner	1 Jun 2017	Other	2968880
Stephen Francis Barnish	Chief financial officer & chief compliance officer	1 Jun 2017	Other	6813511
Braden Family Ccc Trust	Member (cotton creek capital management ii, llc)	1 Jun 2017	25% - 50%	81-6419304
Brownlie Family Ccc Trust	Member (cotton creek capital management ii, llc)	1 Jun 2017	25% - 50%	82-6419327
Antonio Joseph Digesualdo	Managing member (cotton creek capital management iii, llc)	1 Sep 2017	75% - 100%	2968880

Based in Austin

The principal office where Ccc Advisors, LLC performs its advisory services is located at 3700 North Capital Of Texas Highway, Austin, TX 78746, 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 512-412-3300. The normal business hours are 8am- 5pm on Monday - Friday. You can find more information about the New York firm at cottoncreekcapital.com.