Patrick
Dillon
Community Capital Management, LLC
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About this Advisor
Patrick Dillon is a financial advisor based in Glencoe, Illinois, working with Community Capital Management, LLC. Patrick has previously held positions at Invesco Distributors, Inc, Invesco Advisers, Inc, Rivernorth Capital Management, LLC, Alps Distributors Inc, Sentinus-Halo Securities LLC, Sentinus, LLC, Ethic Inc, Community Capital Management, LLC, and Foreside Fund Services, LLC. Patrick has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois. Currently, Patrick is part of Community Capital Management, LLC, which operates out of Glencoe, Illinois. The firm has 36 employees and manages assets totaling $5.0 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, and other services. The fee structure at Community Capital Management, LLC includes asset-based and other fees.
Certifications and Registrations
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Fee Structure
Office Location
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Community Capital Management, LLC Brokerage Details
$4,995,503,762
36
94
$53,143,657
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Other
Patrick Dillon Work History
Community Capital Management, LLC
Foreside Fund Services, LLC
Ethic Inc
Sentinus-Halo Securities LLC
Sentinus, LLC
Rivernorth Capital Management, LLC
Alps Distributors Inc
Invesco Distributors, Inc
Invesco Advisers, Inc
Disclosures
Please visit the SEC profile of Patrick Dillon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Community Capital Management, LLC
Glencoe, IL
Atascadero, CA
Fort Lauderdale, FL
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