Community Capital Management, LLC

RIASEC RegisteredEst. 1999
Total AUM
$7B
Discretionary
$7B
100% of AUM
Avg account
$78.6M
Accounts
89
Employees
39
Advisory reps
8

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

FINTRX

Overview

Community Capital Management, LLC is an SEC-registered institutional RIA organized as an LLC and in operation since 1999. The firm provides discretionary portfolio management for individuals and small businesses, investment companies, and other institutions. Its client base includes both individual and family clients as well as institutional investors. Compensation is primarily a percentage of assets under management (with other fee arrangements possible). The firm reports it is not a capital allocator, does not position itself as an active ESG investor, and is not designated as a multi-state adviser on its filings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: State & Local Bonds 52%, US Government Bonds 34%, Other 11%, Investment Grade Corp Bonds 3%, Cash & Cash Equivalents 1%52%
  • State & Local Bonds52%
  • US Government Bonds34%
  • Other11%
  • Investment Grade Corp Bonds3%
  • Cash & Cash Equivalents1%

Owners & executives

3 of 4
  • Andrew Kaufman

    Andrew Kaufman

    Chief Investment OfficerCRD 7227726

  • Alyssa Goldstein

    Alyssa Goldstein

    CEO & PresidentCRD 5170334

  • Jamie Horwitz

    Jamie Horwitz

    Chief Marketing OfficerCRD 5178841

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Contacts

3 of 4
  • Martha Schuman

    Martha Schuman

    Senior Client Portfolio ManagerCRD 1402962

  • Armand Aponte

    Armand Aponte

    Head of LegalCRD 4823360

  • Elliot Gilfarb

    Elliot Gilfarb

    Head of Fixed IncomeCRD 4989080

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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

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

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Source: FINTRX private wealth data intelligence

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