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 that functions as a multifaceted fund manager, combining hedge fund, private equity and venture capital strategies. The firm is SEC-registered (since 2012) and performs portfolio management for pooled investment vehicles while also operating in a commodity pool/commodity trading adviser capacity. Its client base includes both individuals and families as well as institutional investors. Fee arrangements are primarily a percentage of assets under management, with other fee components also disclosed. Crcm L.P. does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 1JESSICA 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 1Active vs passive
$111M in ETFs
100%
$111M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES GOLD TRUST (IAU) | BlackRock | Passive | Commodities Focused | $111M | 1,249,870 | 100.00% |
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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