CIM CAPITAL IC MANAGEMENT, LLC

RIASEC RegisteredEst. 2019
Total AUM
$1.1B
Discretionary
$1.1B
100% of AUM
Avg account
$360M
Accounts
3
Employees
160
Advisory reps
4

Firm details

Headquarters
Los Angeles, California
CRD number
301416
Registered since
May 13, 2019
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

FINTRX

Overview

CIM Capital Ic Management, LLC is an SEC-registered limited liability company that has operated since 2019 and serves institutional clients. The firm functions as a commodity pool operator/commodity trading advisor and provides portfolio management for investment companies and pooled investment vehicles. Its compensation combines a percentage-of-assets model with performance-based fees. Ownership includes both a domestic corporate entity and an individual. CIM Capital identifies as an active ESG investor and holds multiple industry roles — including broker-dealer relationships, additional investment adviser activities, real estate brokerage functions, and sponsorship/GP roles for pooled vehicles.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • MUKYA PORTER

    Chief Compliance OfficerCRD 4775531

Contacts

3 of 3
  • JANET EATON

    First Vice PresidentCRD 7062842

  • AVRAHAM SHEMESH

    PresidentCRD 6542620

  • BARRY BERLIN

    Managing DirectorCRD 7062576

Wealth teams

FINTRX

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

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth