CIM Capital SA Management, LLC

RIASEC RegisteredEst. 2019
Total AUM
$134M
Discretionary
$134M
100% of AUM
Avg account
$134M
Accounts
1
Employees
160
Advisory reps
4

Firm details

Headquarters
Los Angeles, California
CRD number
306166
Registered since
November 15, 2019
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

CIM Capital SA Management, LLC is an SEC-registered institutional RIA (registered in 2019) that serves institutional clients and focuses on portfolio management for investment companies. Ownership is listed as a combination of a domestic entity and an individual. The firm charges a mix of percentage-of-AUM fees and performance-based fees, and it is not positioned as a capital allocator. It is not classified as an active ESG investor, a multistate adviser, or a pension consultant. The firm's reported industry affiliations extend beyond traditional advisory activities: it is linked to broker-dealer activity, other investment adviser roles, CPO/CTA activity, real estate brokerage, and sponsorship or GP/manager roles for limited partnerships and pooled investment vehicles. Those affiliations indicate the firm operates at the intersection of advisory mandates and sponsor/manager responsibilities for pooled and private structures.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

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

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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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