Cmr Capital Management, LLC
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Overview
Cmr Capital Management, LLC is an advisory company that has its headquarters in Pasadena, California. It has $170.4 million in total assets over seven client accounts, making it a mid-tier firm in the United States by assets under management (AUM). The firm has a small group, including 3 financial advisors. Cmr Capital Management, LLC does not act as a registered broker-dealer, signifying that the firm cannot buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer company to do so. Securities are tradable fiscal investments like options, bonds and equities.
Cmr Capital Management, LLC administers all of the company's client assets in a discretionary manner. Discretionary management means that buy and sell judgments are made by a portfolio manager without needing to seek the client's permission. The investment advisory firm manages roughly $24.3 million in assets for each customer account. The typical financial advisor at Cmr Capital Management, LLC oversees around two client accounts, making it one of the most personalized advisor firms in the country.
The firm's main office is at 800 E. Colorado Blvd., Suite 890, Pasadena, California 91101. The company is legally registered to serve clients in the state of California.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Cmr Capital Management, LLC by the Numbers
$170.4 million
6
7
$24.3 million
Fee Structure
Fees for financial management largely vary depending on the services offered. However, fees billed by Cmr Capital Management, LLC may include any combination of the following fee types: asset-based, fixed or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
It caters to pooled investment vehicles. Out of its seven clients, Cmr Capital Management, LLC's biggest client is pooled investment vehicles. None of the firm's accounts reside abroad.
- 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
Cmr Capital Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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