COMMUNITY INVESTMENT MANAGEMENT LLC

RIASEC RegisteredEst. 2019
Total AUM
$1.5B
Discretionary
$1.5B
100% of AUM
Avg account
$490M
Accounts
3
Employees
39
Advisory reps
4

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
174204
Registered since
July 24, 2019
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Community Investment Management LLC is an SEC-registered limited liability company (registered in 2019) that operates as a hedge fund manager focused on institutional clients. The firm serves as a CPO/CTA and acts as sponsor, general partner and managing member of pooled investment vehicles, providing portfolio management for those funds. Its fee model combines a percentage of assets under management with performance-based fees. The firm identifies as an active ESG investor in its processes.

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

2 of 2
  • DRYDEN LIDDLE

    General Counsel & Chief Compliance OfficerCRD 6299712

  • VIVEK KRISHNAPPA

    Chief Operating OfficerCRD 4139014

Contacts

2 of 2
  • MICHAEL HOKENSON

    Partner, Head of Business DevelopmentCRD 6048506

  • JACOB HAAR

    Co-Founder and Managing PartnerCRD 6048591

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

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
600 Montgomery St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth