Community Capital Management, LLC
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Overview
Community Capital Management, LLC operates as a financial advisor firm based in Fort Lauderdale, Florida. The company handles $4.0 billion in total assets throughout 78 customer accounts, placing it among the largest firms in the nation by assets under management (AUM). The company has a small group, including 15 financial advisors. Community Capital Management, LLC does not act as a registered broker-dealer, meaning the company cannot buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer firm to do so. Securities are tradable financial assets such as options, bonds and equities.
Community Capital Management, LLC administers all of the firm's accounts in a discretionary manner. Discretionary management is a structure in which a portfolio manager has the discretion to make transaction decisions without requiring client permission. The firm supervises about $51.3 million for each customer account. The typical financial advisor at Community Capital Management, LLC manages about five client accounts, making it one of the more personalized firms in the country.
Community Capital Management, LLC's headquarters is located at 261 North University Drive, Fort Lauderdale, Florida 33324-2009. It is permitted to provide services to investors across a few states, including California, Florida, Massachusetts, New York, North Carolina and Pennsylvania.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Community Capital Management, LLC by the Numbers
$4.0 billion
31
78
$51.3 million
Fee Structure
Financial management fees usually depend on which services the firm provides the client. However, fees charged by Community Capital Management, LLC may include some combination of the following fee types: asset-based or other. Community Capital Management, LLC participates in a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 10% of firms
Other
Unavailable
-
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
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
Types of Clients
Community Capital Management, LLC provides services to high net worth investors, investment companies and charitable organizations. Out of its 78 clients, Community Capital Management, LLC's biggest client is charitable organizations, although it also caters to 18 high-net-worth individuals. The SEC defines a high-net-worth individual as an individual who has at least $750,000 under management or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its clients are from outside of the U.S.
- High-Net-Worth Individuals* - 26.09%
- Other Individuals - 0%
- Corporations - 7.25%
- Charitable Organizations - 66.67%
* 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
Community Capital Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Community Capital Management, LLC
Atascadero, CA
Fort Lauderdale, FL
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