CIM Capital Ic Management, LLC
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 301416
- Registered since
- May 13, 2019
- Website
- www.cimgroup.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles69.28%
- Investment Companies30.72%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
CIM Capital Ic Management, LLC is an SEC-registered institutional RIA formed as an LLC in 2019. The firm serves institutional clients and operates in roles beyond traditional advisory work, including acting as a commodity pool operator/commodity trading advisor (CPO/CTA) and managing portfolios for investment companies and pooled investment vehicles. Its ownership is described as a mix of a domestic entity and an individual. Compensation arrangements combine a percentage-of-AUM fee schedule with performance-based fees, and the firm identifies itself as an active ESG investor. CIM Capital Ic Management is not positioned primarily as a capital allocator. The firm’s regulatory and business affiliations extend into multiple parts of the financial ecosystem: it lists relationships with broker-dealers and other investment advisers, and it serves as a sponsor, general partner, or managing member of pooled investment vehicles. Those structural roles suggest CIM Capital Ic Management both advises external vehicles and directly sponsors or manages closed-end or private structures for institutional clients.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Mukya Porter
Chief Compliance OfficerCRD 4775531
David Thompson
Chief Financial PlannerCRD 6542621
Contacts
2 of 2Avraham Shemesh
PresidentCRD 6542620
Daniel Belson
First Vice PresidentCRD 8222947
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Los Angeles, CA
Los Angeles
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 4700 Wilshire Blvd
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
CW Investment Advisers, LLC
RIALos Angeles, CA
Caltius Capital Management, LP
RIALos Angeles, CA
Crescent Cap Nt Advisors, LLC
RIALos Angeles, CA
MAR Vista Investment Partners, LLC
RIALos Angeles, CA
Symbiotic Capital
RIALos Angeles, CA
Cityview Management Services, LLC
RIALos Angeles, CA