Cramer Rosenthal Mcglynn LLC

RIASEC RegisteredEst. 1983

Total AUM

$2.3B

Discretionary

$1.7B

77% of AUM

Avg account

$8M

Accounts

283

Employees

Advisory reps

Firm details

Headquarters: Stamford, Connecticut
CRD number: 107911
Registered since: June 13, 1983
Website: www.crmllc.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Investment Companies40.48%
Other29.26%
State / Municipal Government8.73%
HNWI8.49%
Pooled Investment Vehicles6.32%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Cramer Rosenthal McGlynn LLC is a Delaware-format limited liability company that has been SEC-registered since 1983 and is classified as a hedge fund. The firm serves both individual/family clients and institutional investors and charges asset-based fees alongside performance fees. Its registered advisory work covers discretionary portfolio management across individuals, pooled vehicles, investment companies and institutions. The firm also sponsors and serves as a general partner/managing member for pooled investment vehicles. Cramer Rosenthal McGlynn identifies as an active ESG investor and is not presented as a primary third‑party capital allocator.