Cramer Rosenthal Mcglynn LLC
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Overview
Cramer Rosenthal Mcglynn LLC is an advisory firm located in Greenwich, Connecticut. The company administers $2.6 billion in total assets throughout 161 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management (AUM). The company has a small team, including 10 financial advisors. Cramer Rosenthal Mcglynn LLC does not act as a registered broker-dealer, meaning the company is not able to buy and sell securities for its own accounts as well as its clients' and instead must go through a broker-dealer company to do so. Securities are defined as exchangable fiscal investments like stocks, bonds and options.
Cramer Rosenthal Mcglynn LLC manages more than half of the company's client assets on a discretionary basis. Discretionary management means that an investment advisor makes buy and sell decisions without requiring the customer's permission. The company also has two non-discretionary accounts totaling $25.0 million in assets under management. The advisory firm's typical account size is $16.2 million. An average advisor at Cramer Rosenthal Mcglynn LLC oversees around 16 client accounts, making it one of the more personalized financial advisor firms in the country.
The firm's central office is at 28 Havemeyer Place, Greenwich, Connecticut 6830. Cramer Rosenthal Mcglynn LLC is legally registered to serve clients throughout 51 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Cramer Rosenthal Mcglynn LLC by the Numbers
$2.6 billion
25
161
$16.2 million
Fee Structure
Fees for financial management usually are based on which services the firm provides the client. Fees charged by the firm can include the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Cramer Rosenthal Mcglynn LLC.
Available
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Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company manages money for a number of different investors. The company provides services to high net worth investors, investment companies, pooled investment vehicles, pension plans, state or municipal government entities, insurance companies, corporations and other. Out of its 161 customers, Cramer Rosenthal Mcglynn LLC's biggest client is high net worth investors, although it also manages money for 107 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 under management or a net worth of at least $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 10% of the firm's customers reside abroad.
- High-Net-Worth Individuals* - 66.46%
- Other Individuals - 0%
- Corporations - 33.54%
- 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
Cramer Rosenthal Mcglynn LLC does not have any disclosures.
Please visit its Form ADV for more details.
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