Community Capital Management, LLC

CRD#109368
Investment Advisor Firm

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Learn more about Community Capital Management, LLC

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Community Capital Management, LLC is located at 261 North University Drive, Fort Lauderdale, FL. The firm employs 13 financial advisors to manage client portfolios and provide financial guidance. Community Capital Management, LLC is not a registered broker-dealer.

    Community Capital Management, LLC oversees $5.0 billion in assets under management across 94 accounts, all of which are discretionary. The services offered include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, and other services. The firm caters to high net worth investors, investment companies, charitable organizations, and corporations, with charitable organizations being the largest client type by accounts. The fee structure at Community Capital Management, LLC includes asset-based and other fees. The firm has 17 high net worth clients and maintains affiliations with a lawyer or law firm.

    Community Capital Management, LLC is registered in the states of California, Florida, Illinois, Massachusetts, New York, and Pennsylvania.

    Assets Under Management

    $5.0 billion

    Number of Advisors

    13

    Disclosures

    No

    Office Location

    261 North University Drive
    Fort Lauderdale, FL 33324-2009

    Community Capital Management, LLC by the Numbers

    Total Assets Under Management

    $5.0 billion

    National Average: $8.6 billion
    Total Number of Employees

    36

    National Average: 64
    Total Number of Accounts

    94

    National Average: 375,227
    Average Account Size

    $53.1 million

    National Average: $23.0 thousand
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    Fee Structure

    Fees for financial advisory services largely are based on which service is provided. Fees charged by Community Capital Management, LLC likely include some combination of the following fee types: asset-based or other. The company participates in 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

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 10% of firms

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

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    Types of Clients

    The firm caters to high net worth investors, investment companies, charitable organizations, and corporations. Out of its 4 clients, Community Capital Management, LLC's biggest client type by number of accounts is investment companies, although it also manages money for 17 high-net-worth individuals. A high-net-worth individual is defined by the SEC as someone 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).

    • High-Net-Worth Individuals* - 19.1%
    • Other Individuals - 0%
    • Corporations - 8.99%
    • Charitable Organizations - 71.91%

    * 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

    Patrick Dillon
    Glencoe, IL
    Martha Schuman
    Atascadero, CA
    Elliot Gilfarb
    Fort Lauderdale, FL

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