CIM Capital, LLC

RIASEC RegisteredEst. 2015
Total AUM
$2.7B
Discretionary
$2.7B
100% of AUM
Avg account
$383M
Accounts
7
Employees
160
Advisory reps
4

Firm details

Headquarters
Los Angeles, California
CRD number
277038
Registered since
August 26, 2015
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

CIM Capital, LLC is an SEC-registered limited liability company formed in 2015 that operates as a manager of pooled investment vehicles for institutional clients. The firm is structured as a multifaceted fund manager with primary activity in hedge fund management and a smaller private equity footprint. Its business model centers on sponsoring and managing pooled vehicles—CIM serves as sponsor, general partner/managing member on funds and carries industry ties to broker-dealer, commodity pool operator/CTA, and real estate brokerage functions, which point to a vertically integrated approach to originating, operating, and distributing its products. CIM charges a combination of percentage-of-AUM and performance-based fees (plus other fee arrangements), consistent with hedge fund-style economics. The firm identifies as an active ESG investor, which suggests ESG considerations are incorporated into research, manager selection or portfolio construction across its vehicles rather than being purely passive or exclusionary. It is not positioned as a capital allocator to third-party managers; instead, it primarily runs its own pooled strategies.

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

2 of 2
  • Mukya Porter

    Mukya Porter

    Chief Compliance OfficerCRD 4775531

  • David Thompson

    Chief Financial PlannerCRD 6542621

Contacts

2 of 2
  • Avraham Shemesh

    PresidentCRD 6542620

  • Daniel Belson

    First Vice PresidentCRD 8222947

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