CCM New Opportunities, LLC

Overview

CCM New Opportunities, LLC is an SEC-registered limited liability company that operates as an institutional RIA focused on managing pooled investment vehicles. The firm registered with the SEC in 2019 and identifies itself as a related adviser with ties to other investment-advisory activity and registration as a municipal advisor. Its advisory work centers on portfolio management for pooled funds rather than servicing a roster of individual retail clients. CCM New Opportunities is not an active ESG investor, does not function as a capital allocator, and does not describe itself as a multi-state adviser. Fee arrangements include asset-based charges as well as hourly and fixed-fee options, reflecting flexibility in engagement structures appropriate for managing closed or pooled vehicles.

Assets & Accounts

Investments & Alternatives