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 a privately held investment manager formed in 2015 that positions itself as a multi-strategy fund manager, operating across hedge fund and private equity structures. The firm serves institutional clients and acts primarily as the adviser to pooled investment vehicles, rather than as a pure capital allocator to third-party managers. Its compensation framework includes both percentage-of-assets fees and performance-based fees, and it reports being active on ESG considerations within its investment process. CIM Capital’s organizational footprint extends beyond pure advisory activity: the firm has affiliations and registrations that support broker-dealer activity, commodity pool/operator roles (CPO/CTA), real estate brokerage, and sponsor/GP responsibilities for limited partnerships and pooled vehicles. That structure suggests CIM combines portfolio management with sponsor-level functions across private fund vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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
  • DAVID THOMPSON

    Chief Financial PlannerCRD 6542621

  • MUKYA PORTER

    Chief Compliance OfficerCRD 4775531

Contacts

2 of 2
  • Daniel Belson

    CRD 8222947

  • AVRAHAM SHEMESH

    PresidentCRD 6542620

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