Cim Capital, LLC
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Overview
Cim Capital, LLC is a financial advisory firm located in Los Angeles, California. The company manages $1.9 billion in total assets over four accounts, placing it among the largest firms in the United States by assets under management (AUM). The company has a large team, including 11 financial advisors. Cim Capital, LLC does not act as a registered broker-dealer, signifying that the company cannot buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer firm to do so. Securities are exchangable fiscal assets such as options, equities and bonds.
Cim Capital, LLC oversees all of its accounts in a discretionary manner. Discretionary management is a structure in which a portfolio manager makes buy and sell decisions without needing to seek the client's authorization. The advisory firm's typical account size is $480.2 million. The typical advisor at Cim Capital, LLC manages fewer than one client account, making it one of the most individualized advisor firms in the country.
Cim Capital, LLC's central office is located at 4700 Wilshire Blvd, Los Angeles, California 90010. The company is allowed to serve clients across a few states, including Arizona, California, Colorado, Florida, Georgia, Illinois, Maryland, New York and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Cim Capital, LLC by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$1.9 billion
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
134
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
4
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$480.2 million
Fee Structure
Fees charged by financial advisors vary depending on the type of financial services offered. Fees charged by Cim Capital, LLC may include the following fee structures: asset-based, performance-based or other. The firm does not provide a wrap fee program, in which the firm offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
It provides services to pooled investment vehicles. Out of its four clients, Cim Capital, LLC's biggest client group is pooled investment vehicles. None of the company's accounts are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Cim Capital, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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