Crcm L.P.
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 160976
- Registered since
- March 27, 2012
- Website
- www.crcm.com
- Fee structure
- Percentage of AUM, Other
- Client types
- Pooled Investment Vehicles98.37%
- HNWI1.63%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Crcm L.P. is a limited partnership organized as a multi-strategy investment manager that combines hedge fund, private equity and venture capital activity under a single platform. The firm has been SEC-registered since 2012 and operates as a commodity pool operator/commodity trading advisor and as a manager of pooled investment vehicles. Its client base includes both individual and family investors and institutional clients. Crcm charges fees that include a percentage of assets under management plus other fee components and is structured as a domestic entity with individual ownership involvement. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.
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 Equities43%
- Non-Exchange Traded Equities22%
- Cash & Cash Equivalents21%
- US Government Bonds15%
Owners & executives
1 of 1
Jessica Ngo
Chief Financial OfficerCRD 5082775
Contacts
2 of 2Kwok Cheung Kelvin Koo
CCOCRD 6028253

Chun Ding
Founder & General PartnerCRD 4702452
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 3Active vs passive
$113M in ETFs
100%
$113M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES GOLD TRUST (IAU) | BlackRock | Passive | Commodities Focused | $98.3M | 1,302,321 | 86.87% |
Location
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
- 475 Sansome St
- Time zone
- PT (UTC-8)
- Office locations
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