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| CCM Partners LP
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|
|
|---|---|
| CRD # | 104720 |
| SEC # | 801-25205 |
| CIK # | 0001002784 |
| AUM | $4.8 BB (2024-03-29) |
| Employees | 45 (33% Investors, 31% Brokers) |
| Phone | 800-955-9988 |
| Address | 1125 17th Street Denver, CO 80202 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AAPL | 2,382.8 | 0.3 | |
| MSFT | 1,918.2 | 0.2 | |
| NVDA | 399.6 | 0.2 | |
| AMZN | 1,093.0 | 0.1 | |
| META | 434.9 | 0.1 | |
| AVGO | 201.3 | 0.1 | |
| GOOGL | 1,475.1 | 0.1 | |
| COST | 207.6 | 0.1 | |
| GOOG | 1,482.6 | 0.1 | |
| TSLA | 723.4 | 0.1 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 829 | 0.3 |
| (b) Individuals (high net worth individuals) | 147 | 0.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 19 | 3.7 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 0.2 |
| (h) Charitable organizations | 11 | 0.0 |
| (i) State or municipal government entities | 8 | 0.0 |
| (j) Other investment advisers | 1 | 0.1 |
| (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 | 1,042 | 4.8 |
| By Discretionary | ||
| Discretionary | 1,041 | 3.7 |
| Non-Discretionary | 1 | 1.1 |
| Total | 1,042 | 4.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.8 | |
| Total | 1,042 | 4.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 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 ($BB) |
|---|---|---|
|
CCM Partners LP
✚
|
CO | 4.8 |
|
Etspreads LLC
✚
|
CO | 0.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Arena Capital Advisors LLC
✚
|
CA | 4.9 |
|
SpiderRock Advisors LLC
✚
|
IL | 4.9 |
|
Bramshill Investments LLC
✚
|
FL | 4.8 |
|
Arnhold LLC
✚
|
NY | 4.8 |
|
DePrince Race & Zollo Inc
✚
|
FL | 4.8 |
|
Energy Income Partners LLC
✚
|
CT | 4.8 |
|
Disciplined Growth Investors Inc
✚
|
MN | 4.8 |
|
Copeland Capital Management LLC
✚
|
PA | 4.8 |
|
Value Partners Hong Kong Limited
✚
|
4.7 | |
|
Stonegate Investment Group LLC
✚
|
AL | 4.6 |