Community Investment Management LLC

RIASEC Registered
Total AUM
$1.5B
Discretionary
$1.5B
100% of AUM
Avg account
$490M
Accounts
3
Employees
39
Advisory reps
4

Firm details

Headquarters
San Francisco, California
CRD number
174204
Registered since
July 24, 2019
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Community Investment Management LLC is an SEC-registered limited liability company (registered in 2019) that operates as a hedge fund manager focused on institutional clients. The firm serves as a CPO/CTA and acts as sponsor, general partner and managing member of pooled investment vehicles, providing portfolio management for those funds. Its fee model combines a percentage of assets under management with performance-based fees. The firm identifies as an active ESG investor in its processes.

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

FINTRX

Contacts

FINTRX

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

FINTRX

Location

Primary office

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Francisco
Address
600 Montgomery St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth