CID CAPITAL II, INC.

RIASEC RegisteredEst. 2014
Total AUM
$516M
Discretionary
$516M
100% of AUM
Avg account
$103M
Accounts
5
Employees
12
Advisory reps
5

Firm details

Headquarters
CARMEL, Indiana
CRD number
160776
Registered since
April 9, 2014
Website
cidcap.com
Fee structure
Percentage of AUM, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

CID Capital II, Inc. is a corporation registered with the SEC in 2014 that operates as a private equity fund manager serving institutional clients. The firm is owner-operated and focuses on providing portfolio management for pooled investment vehicles; it also functions as sponsor, general partner and managing member of those vehicles. Fee arrangements include percentage-of-AUM fees alongside other fee structures. CID Capital II, Inc. does not position itself as an active ESG investor, is not a multistate adviser, and does not serve as a pension consultant or broader capital allocator.

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
  • DEBORAH MORGAN

    Chief Financial Officer & Chief Compliance OfficerCRD 6298429

Contacts

3 of 4
  • STEVE COBB

    Managing PartnerCRD 6021591

  • ERIC BRUUN

    Managing DirectorCRD 6021587

  • ERIC DERHEIMER

    Managing PartnerCRD 4827113

Unlock 1 more contacts

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

CARMEL, IN

HAMILTON

Location

CARMEL, IN

Headquartered in CARMEL, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.

Metro area
Indianapolis-Carmel-Muncie, IN
Region
Midwest
County
HAMILTON
Address
10201 N Illinois St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth