CCC ADVISORS, LLC

RIASEC RegisteredEst. 2017
Total AUM
$703M
Discretionary
$703M
100% of AUM
Avg account
$50.2M
Accounts
14
Employees
14
Advisory reps
2

Firm details

Headquarters
AUSTIN, Texas
CRD number
288948
Registered since
June 30, 2017
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

CCC Advisors, LLC is a private equity–focused adviser that manages pooled investment vehicles for institutional clients. The firm operates as an LLC and has been SEC-registered since 2017. Its business centers on managing private equity funds rather than providing retail portfolio advisory services; client relationships are institutional and structured through pooled vehicles where the firm exercises portfolio management authority. Fee arrangements include both a percentage-of-assets component and performance‑based fees, which is consistent with private equity compensation models that combine management fees and carried interest. CCC Advisors does not position itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • STEPHEN BARNISH

    Chief Financial Officer & Chief Compliance OfficerCRD 6813511

Contacts

1 of 1
  • ANTONIO DIGESUALDO

    Managing PartnerCRD 2968880

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

AUSTIN, TX

TRAVIS

Location

AUSTIN, TX

Headquartered in AUSTIN, TX, in the South of the United States.

Region
South
County
TRAVIS
Address
3700 N Capital of Texas Hwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth