CRAMER ROSENTHAL MCGLYNN LLC
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
FINTRXOverview
Cramer Rosenthal Mcglynn LLC is a limited liability company that has been registered with the SEC since 1983. The firm operates as a hedge fund-style adviser serving both individual/family and institutional clients. Its advisory scope includes portfolio management for individuals and small businesses, investment companies, pooled investment vehicles and institutions. Compensation is by a combination of a percentage of assets under management and performance-based fees. The firm identifies as an active ESG investor and has served as sponsor, general partner and managing member of pooled investment vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities92%
- Cash & Cash Equivalents4%
- Non-Exchange Traded Equities1%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
3 of 3STEVEN FELLIN
Vice President, Chief Financial OfficerCRD 1789903
CHRISTOPHER BARNETT
Co-CEOCRD 2936955
STEPHEN GAETA
Chief Compliance OfficerCRD 6871018
Contacts
1 of 1BRIAN HARVEY
Equity Portfolio ManagerCRD 3131269
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$1.8M in ETFs
100%
$1.8M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL) | State Street | Passive | Ultrashort Bond | $877K | 9,570 | 50.00% |
Location
STAMFORD, CT
FAIRFIELD
Location
STAMFORD, CT
Headquartered in STAMFORD, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- FAIRFIELD
- Address
- 300 First Stamford Pl
- Time zone
- ET (UTC-5)
- Office locations
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