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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| CCM Partners LP
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| CRD # | 104720 |
| SEC # | 801-25205 |
| CIK # | 0001002784 |
| AUM | $5.2 B (2025-03-31) |
| Employees | 42 (40% Investors, 38% Brokers) |
| Phone | 800-955-9988 |
| Address | 1125 17th Street Denver, CO 80202 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.3 | ||
| Apple Inc | 0.3 | ||
| Microsoft Corp | 0.3 | ||
| Amazon Com Inc | 0.2 | ||
| Broadcom Inc | 0.1 | ||
| Facebook Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Netflix Inc | 0.1 | ||
| Tesla Motors Inc | 0.1 | ||
| Cisco Systems Inc | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 951 | 0.4 |
| (b) Individuals (high net worth individuals) | 198 | 0.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 19 | 3.9 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 0.3 |
| (h) Charitable organizations | 11 | 0.0 |
| (i) State or municipal government entities | 4 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 18 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,216 | 5.2 |
| By Discretionary | ||
| Discretionary | 1,215 | 3.9 |
| Non-Discretionary | 1 | 1.2 |
| Total | 1,216 | 5.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.2 | |
| Total | 1,216 | 5.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001002784] | |
| SC 13G | [0001002784] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Shelton Capital Management | Amerityre Corp | [2022-02-11] |
| Shelton Capital Management | Amerityre Corp | [2020-06-10] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
CCM Partners LP
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|
CO | 5.2 |
|
Etspreads LLC
✚
|
CO | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Intermede Investment Partners Limited
✚
|
5.5 | |
|
DePrince Race & Zollo Inc
✚
|
FL | 5.5 |
|
Springs Capital Hong Kong Limited
✚
|
5.5 | |
|
Brave Warrior Advisors LLC
✚
|
NY | 5.4 |
|
Energy Income Partners LLC
✚
|
CT | 5.4 |
|
Arnhold LLC
✚
|
NY | 5.2 |
|
SB Value Partners LP
✚
|
TX | 5.0 |
|
ARIN Risk Advisors LLC
✚
|
PA | 5.0 |
|
Copeland Capital Management LLC
✚
|
PA | 4.9 |
|
American Assets Investment Management LLC
✚
|
CA | 4.9 |