Crcm L.P.

RIASEC RegisteredEst. 2012
Total AUM
$747M
Discretionary
$747M
100% of AUM
Avg account
$39.3M
Accounts
19
Employees
13
Advisory reps
3

Firm details

Headquarters
San Francisco, California
CRD number
160976
Registered since
March 27, 2012
Fee structure
Percentage of AUM, Other
Client types
  • Pooled Investment Vehicles98.37%
  • HNWI1.63%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 43%, Non-Exchange Traded Equities 22%, Cash & Cash Equivalents 21%, US Government Bonds 15%43%
  • Exchange Traded Equities43%
  • Non-Exchange Traded Equities22%
  • Cash & Cash Equivalents21%
  • US Government Bonds15%

Owners & executives

1 of 1
  • Jessica Ngo

    Jessica Ngo

    Chief Financial OfficerCRD 5082775

Contacts

2 of 2
  • Chun Ding

    Chun Ding

    Founder & General PartnerCRD 4702452

  • Kwok Cheung Kelvin Koo

    CCOCRD 6028253

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 3

Active vs passive

$228M in ETFs

Passive

100%

$228M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES GOLD TRUST (IAU)BlackRockPassiveCommodities Focused$198M2,627,64286.97%

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
475 Sansome St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth