Crcm L.P.
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 160976
- Registered since
- March 27, 2012
- Website
- www.crcm.com
- Fee structure
- Percentage of AUM, Other
- Client types
- Pooled Investment Vehicles98.37%
- HNWI1.63%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Crcm L.P. is a privately structured investment manager organized as a limited partnership and registered with the SEC since 2012. The firm operates across hedge fund, private equity and venture capital strategies and serves both individual/family and institutional clients. Its regulatory and operational footprint includes roles as a commodity pool operator/commodity trading advisor and as portfolio manager for pooled investment vehicles; it also acts as sponsor, general partner or managing member of pooled vehicles it runs. Fee arrangements include AUM-based charges and other negotiated structures. The firm does not identify as an ESG investor and is not described as a multi-state adviser or a capital allocator to external managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities43%
- Non-Exchange Traded Equities22%
- Cash & Cash Equivalents21%
- US Government Bonds15%
Owners & executives
1 of 1
Jessica Ngo
Chief Financial OfficerCRD 5082775
Contacts
2 of 2
Chun Ding
Founder & General PartnerCRD 4702452
Kwok Cheung Kelvin Koo
CCOCRD 6028253
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 3Active vs passive
$228M in ETFs
100%
$228M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES GOLD TRUST (IAU) | BlackRock | Passive | Commodities Focused | $198M | 2,627,642 | 86.97% |
Location
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
- 475 Sansome St
- Time zone
- PT (UTC-8)
- Office locations
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