CIM Capital SA Management, LLC

RIASEC RegisteredEst. 2019
Total AUM
$134M
Discretionary
$134M
100% of AUM
Avg account
$134M
Accounts
1
Employees
160
Advisory reps
4

Firm details

Headquarters
Los Angeles, California
CRD number
306166
Registered since
November 15, 2019
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

CIM Capital SA Management, LLC is a privately held, SEC-registered institutional RIA formed in 2019 and organized as an LLC. The firm serves institutional clients and specializes in portfolio management for investment companies. Its compensation model combines a percentage-of-AUM fee with the potential for performance-based fees, a structure commonly used by managers of private funds and institutional mandates. The adviser is not positioned as a multi-state or pension consultant and does not identify as an active ESG investor. The firm's ownership is reported as a mix of a domestic entity and an individual. Regulatory and business classifications indicate a focus on institutional asset management rather than retail wealth management or broad-based financial planning.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Mukya Porter

    Mukya Porter

    Chief Compliance OfficerCRD 4775531

Contacts

3 of 3
  • Barry Berlin

    Barry Berlin

    Managing DirectorCRD 7062576

  • Janet Eaton

    Janet Eaton

    First Vice PresidentCRD 7062842

  • Avraham Shemesh

    PresidentCRD 6542620

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Los Angeles, CA

Los Angeles

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
4700 Wilshire Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth