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 institutional RIA organized as a limited liability company and registered in 2019. The firm serves institutional clients and operates with a fee model that combines a percentage of assets under management and performance-based fees. It functions in a capacity that includes commodity pool operator/commodity trading advisor activity and provides portfolio management services to investment companies and pooled investment vehicles. The firm identifies as an active ESG investor and maintains industry ties that include broker-dealer relationships, other adviser affiliations, real estate brokerage activity, and sponsor roles for limited partnerships and pooled investment vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

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
  • Mukya Porter

    Mukya Porter

    Chief Compliance OfficerCRD 4775531

Contacts

3 of 3
  • Janet Eaton

    Janet Eaton

    First Vice PresidentCRD 7062842

  • Avraham Shemesh

    PresidentCRD 6542620

  • Barry Berlin

    Barry Berlin

    Managing DirectorCRD 7062576

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

FINTRX

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