CCC Advisors, LLC

RIASEC RegisteredEst. 2017
Total AUM
$703M
Discretionary
$703M
100% of AUM
Avg account
$50.2M
Accounts
14
Employees
14
Advisory reps
2

Firm details

Headquarters
Austin, Texas
CRD number
288948
Registered since
June 30, 2017
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

CCC Advisors, LLC is a privately held limited liability company that operates as a private equity fund adviser to pooled investment vehicles. The firm is SEC-registered (since 2017) and serves an institutional client base. Its advisory mandate is primarily portfolio management for pooled funds, delivered on a discretionary basis. Ownership is structured as a domestic entity/individual mix. The firm charges a combination of percentage-of-assets fees and performance-based fees. CCC Advisors does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • James Rinn

    CFO & CCOCRD 8316712

Contacts

1 of 1
  • Antonio Digesualdo

    Managing PartnerCRD 2968880

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Austin, TX

Travis

Location

Austin, TX

Headquartered in Austin, TX, in the South of the United States.

Region
South
County
Travis
Address
3700 N Capital Of Texas Hwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth