Ccmp Growth, Lp
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Overview
Ccmp Growth, Lp operates as a financial advisor company based in New York, New York. The company oversees $399.5 million in assets across five client accounts, making it one of the larger firms in the nation by assets under management (AUM). The firm has a small team, including 6 financial advisors. Ccmp Growth, Lp is not a registered broker-dealer, meaning the company cannot buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal assets like stocks, options and bonds.
Ccmp Growth, Lp manages all of the firm's accounts on a discretionary basis. Discretionary management means that buy and sell judgments are made by an investment advisor without requiring the client's authorization. The advisory firm manages about $79.9 million for each customer account. The average financial advisor at Ccmp Growth, Lp administers fewer than one client account, making it one of the most personalized financial advisor firms in the country.
Ccmp Growth, Lp's headquarters is at 1 Rockefeller Plaza, 16Fl, New York, New York 10020. The company is registered to provide services to clients in the state of New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Ccmp Growth, Lp by the Numbers
$399.5 million
11
5
$79.9 million
Fee Structure
Financial management fees typically depend on the services provided. However, fee types charged by Ccmp Growth, Lp most likely include some combination of the following fee structures: asset-based or performance-based. Ccmp Growth, Lp does not provide a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
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 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
It provides services to pooled investment vehicles. Out of its five customers, Ccmp Growth, Lp's largest client by number of accounts is pooled investment vehicles. None of the firm's customers are non-U.S. persons.
- 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
Ccmp Growth, Lp does not have any disclosures.
Please visit its Form ADV for more details.
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