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| Happy Holidays!! thanks for using AUM13F!! |
| CIM LLC
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| CRD # | 132136 |
| SEC # | 801-63553 |
| CIK # | 0001364725, 0001179791 |
| AUM | $751.1 M (2025-02-26) |
| Employees | 12 (83% Investors, 42% Brokers) |
| Phone | 518-391-4200 |
| Address | 30 S Pearl Street, 9th Floor Albany, NY 12207 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001364725 0001179791 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 38.1 | ||
| Spotify Technology Sa | 29.0 | ||
| Facebook Inc | 26.4 | ||
| Chipotle Mexican Grill Inc | 23.9 | ||
| Costco Wholesale Corp /NEW | 23.9 | ||
| Progressive Corp/Oh/ | 23.8 | ||
| Intuit Inc | 23.4 | ||
| Alphabet Inc | 23.3 | ||
| Intuitive Surgical Inc | 21.7 | ||
| Amazon Com Inc | 21.6 | ||
| Mastercard Inc | 21.6 | ||
| Copart Inc | 20.5 | ||
| Arista Networks Inc | 20.2 | ||
| Synopsys Inc | 19.9 | ||
| Hansen Natural Corp | 19.4 | ||
| Apple Inc | 15.9 | ||
| Novo Nordisk A S | 15.6 | ||
| Priceline Com Inc | 13.0 | ||
| Emcor Group Inc | 12.7 | ||
| Cintas Corp | 11.6 | ||
| Tractor Supply Co /DE/ | 10.6 | ||
| Paypal Holdings Inc | 7.4 | ||
| Robinhood Markets Inc | 6.6 | ||
| Microsoft Corp | 6.2 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 185 | 69.1 |
| (b) Individuals (high net worth individuals) | 161 | 643.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 5.8 |
| (h) Charitable organizations | 8 | 4.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 9.5 |
| (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 | 5 | 18.4 |
| (n) Other | 0 | 0.0 |
| Total | 994 | 751.1 |
| By Discretionary | ||
| Discretionary | 935 | 720.9 |
| Non-Discretionary | 59 | 30.2 |
| Total | 994 | 751.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 751.1 | |
| Total | 994 | 751.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001179791] | |
| 13F-HR | [0001364725] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Commonwealth Financial Services LLC
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|
WV | 0.8 |
|
Galecki Financial Management Inc
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IN | 0.8 |
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Asset Allocation Strategies LLC
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MI | 0.8 |
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Catalina Capital Group LLC
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CA | 0.8 |
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Dorsey Wright & Associates LLC
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VA | 0.8 |
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Walkner Condon Financial Advisors LLC
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WI | 0.7 |
|
Park Capital Management LLC
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WI | 0.7 |
|
Probity Advisors Inc
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TX | 0.7 |
|
McMill Wealth Inc
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NE | 0.7 |
|
Pax Financial Group LLC
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TX | 0.7 |