AUM
Employee Count
Main Office
Discretion | AUM |
---|---|
Discretionary | $0.1 |
Non-Discretionary | $0.0 |
Total | $0.1 |
Client | AUM |
---|---|
Retail | $0.0 |
Pooled | $0.1 |
Institutional | $0.0 |
Total | $0.1 |
Retail | Accounts | AUM |
---|---|---|
Individual | 0 | $0.0 |
Average Individual AUM | $0 | |
HNW | 0 | $0.0 |
Average HNW AUM | $0 | |
Retail Total | 0 | $0.0 |
Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
Custodian | Location | AUM |
---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Breakdown | AUM |
---|---|
Total SMA AUM | $0.0 |
Retail SMA AUM | $0.0 |
Institutional SMA AUM | $0.0 |
Asset Class | % | AUM |
---|---|---|
Equity Exch | 0% | $0.0 |
Equity Non-Exch | 0% | $0.0 |
Govt Agency | 0% | $0.0 |
Municipal | 0% | $0.0 |
Sovereign | 0% | $0.0 |
IG Credit | 0% | $0.0 |
HY Credit | 0% | $0.0 |
Derivatives | 0% | $0.0 |
Investment Companies | 0% | $0.0 |
Other Pools | 0% | $0.0 |
Cash | 0% | $0.0 |
Other | 0% | $0.0 |
Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates | AUM | Business Types | CRD Number |
---|---|---|---|
CIM CAPITAL, LLC | $2.5 | 277038 | |
OFS CAPITAL MANAGEMENT, LLC | $1.9 | 153533 | |
CIM CAPITAL IC MANAGEMENT, LLC | $1.1 | 301416 | |
OFS CLO MANAGEMENT, LLC | $0.9 | 288373 | |
CIM REAL ESTATE FINANCE MANAGEMENT, LLC | $0.0 | - | |
CIM VA MANAGEMENT, LLC | $0.0 | - | |
CIM RE DEBT MANAGEMENT, LLC | $0.0 | - | |
CIM MD MANAGEMENT, LLC | $0.0 | - | |
CIM TX MANAGEMENT, LLC | $0.0 | - | |
CIM NY MANAGEMENT, LLC | $0.0 | - | |
OCV I GP, LLC | $0.0 | - | |
4750 CO-INVESTOR, LLC | $0.0 | - | |
CIM GROUP (AUSTRALIA) PTY LTD | $0.0 | broker-dealer | - |
CIM INFRASTRUCTURE III GP (LUX), S.A R.L. | $0.0 | - | |
CCO CAPITAL, LLC | $0.0 | broker-dealer | 31147 |
OFS CLO MANAGEMENT II, LLC | $0.0 | - | |
CIM INFRASTRUCTURE II GP, LLC | $0.0 | - | |
CIM INFRASTRUCTURE FUND II-A GP, LLC | $0.0 | - | |
CIM INFRASTRUCTURE FUND III GP, LLC | $0.0 | - | |
CCLA SMA I OPERATOR, LTD | $0.0 | - | |
432 PARK MANAGEMENT, LLC | $0.0 | - | |
CIM REAL ESTATE SERVICES, LLC | $0.0 | - | |
CCO GROUP, LLC | $0.0 | - | |
CREI ADVISORS, LLC | $0.0 | - | |
CIM CAPITAL RE DEBT MANAGEMENT, LLC | $0.0 | - | |
CIM MANAGEMENT, INC. | $0.0 | - | |
CIM IL MANAGEMENT, LLC | $0.0 | - | |
CIM JAPAN, LTD. | $0.0 | broker-dealer | - |
CIM GROUP, LP | $0.0 | - | |
CIM CAPITAL SECURITIES MANAGEMENT, LLC | $0.0 | - | |
CIM CAPITAL CONTROLLED COMPANY MANAGEMENT, LLC | $0.0 | - | |
OCV MANAGEMENT, LLC | $0.0 | 291680 | |
CIM CAPITAL REAL PROPERTY MANAGEMENT, LLC | $0.0 | - | |
CIM CONTROLLED COMPANY MANAGEMENT, LLC | $0.0 | - | |
CIM GROUP MANAGEMENT, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
28 active
Name | Title |
---|---|
SHEMESH, AVRAHAM, (NMN) | PRESIDENT AND TREASURER, MANAGER, TRUSTEE |
PORTER, MUKYA, SUE DENISE | VICE PRESIDENT, SECRETARY AND CHIEF COMPLIANCE OFFICER |
BERLIN, BARRY, NEIL | VICE PRESIDENT AND CHIEF FINANCIAL OFFICER |
EATON, JANET, MARIE | VICE PRESIDENT AND CHIEF TECHNOLOGY OFFICER |
RESSLER, RICHARD, SCOTT | TRUSTEE, TRUSTEE |
KUBA, SHAUL, (NMN) | MANAGER, TRUSTEE |
ADVDB.CO • SOURCE: SEC
No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
---|---|---|---|---|---|---|
2025-08-01 | $0.1 | $0.0 | 0% | 148 | 0 | 0% |
2025-04-21 | $0.1 | $0.0 | 0% | 148 | 0 | 0% |
2024-04-02 | $0.1 | $0.0 | -17% | 170 | -22 | -13% |
2023-04-04 | $0.1 | $0.0 | -16% | 134 | 14 | 10% |
2022-04-01 | $0.0 | $0.0 | 146% | 122 | 26 | 21% |
2021-04-05 | $0.0 | $0.1 | 5828% | 124 | 24 | 19% |
2020-04-01 | $0.0 | $0.0 | 0% | 93 | 55 | 59% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
STATE REGISTRATIONS |
CA, AZ-11/15/2019, CA-11/15/2019, FL-11/15/2019, GA-03/31/2021, IL-11/15/2019, NY-11/15/2019, TX-11/15/2019 |
ADVISER ACTIVITIES |
PORTFOLIO MANAGEMENT (RIC) |
OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV