COMMUNITY CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- PLANTATION, Florida
- CRD number
- 109368
- Registered since
- February 3, 1999
- Website
- www.ccminvests.com
- Custodians
- UBS FINANCIAL SERVICES INC., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
- Fee structure
- Percentage of AUM, Other
- Client types
- Investment Companies57.33%
- Charitable Organizations35.62%
- State / Municipal Government2.71%
- Corporations / Businesses1.65%
- Other Investment Advisers0.93%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Community Capital Management, LLC is an SEC-registered investment adviser organized as an LLC and operating since 1999. The firm serves both high-net-worth individuals and families as well as institutional clients, offering fee arrangements that include percentage-of-AUM billing and other structures. Its primary advisory work centers on discretionary portfolio management for individuals and small businesses, registered investment companies, and institutional or business accounts. The firm does not identify as an active ESG investor, is not classified as a multi-state adviser, and does not present itself as a capital allocator. Despite that, it deploys outside managers for certain alternative exposures rather than acting as a fund-of-funds allocator in a traditional sense.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- State & Local Bonds52%
- US Government Bonds34%
- Other11%
- Investment Grade Corp Bonds3%
- Cash & Cash Equivalents1%
Owners & executives
3 of 4ANDREW KAUFMAN
Chief Investment OfficerCRD 7227726
ALYSSA GOLDSTEIN
CEO & PresidentCRD 5170334
JAMIE HORWITZ
Chief Marketing OfficerCRD 5178841
Contacts
3 of 4MARTHA SCHUMAN
Senior Client Portfolio ManagerCRD 1402962
ARMAND APONTE
Head of LegalCRD 4823360
ELLIOT GILFARB
Head of Fixed IncomeCRD 4989080
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PLANTATION, FL
BROWARD
Location
PLANTATION, FL
Headquartered in PLANTATION, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- BROWARD
- Address
- 261 N University Dr
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
TOBIAS FINANCIAL ADVISORS
RIAPLANTATION, FL
LWM ADVISORY SERVICES, LLC
RIAPLANTATION, FL
MG&A WEALTH
RIAPLANTATION, FL
NORTHSTAR FINANCIAL PLANNERS, INC.
RIAPLANTATION, FL
STERLING WEALTH ADVISORS, INC.
RIAPLANTATION, FL
NILES INVESTMENT MANAGEMENT, LLC
RIAPLANTATION, FL