|
⚲
|
| Keyboard |
| Community Capital Management LLC
✚
|
|
|---|---|
| CRD # | 109368 |
| SEC # | 801-56201 |
| CIK # | 0001738887, 0001681815 |
| AUM | 6,995.8 M (2026-06-30) |
| Employees | 39 (36% Investors, 28% Brokers) |
| Phone | 877-272-1977 |
| Address | 261 North University Drive Fort Lauderdale, FL 33324-2009 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 3.6 | ||
| Quanta Services Inc | 2.5 | ||
| Synnex Corp | 2.0 | ||
| Alphabet Inc | 2.0 | ||
| Global Payments Inc | 1.9 | ||
| Ameriprise Financial Inc | 1.8 | ||
| Asbury Automotive Group Inc | 1.7 | ||
| Alphabet Inc | 1.7 | ||
| Lithia Motors Inc | 1.6 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 1.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | CCM Economic Development Bond Fund LLC the New York Series | 2012-09-13 | 0.0 M |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 10 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 4.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 66 | 2.5 |
| (i) State or municipal government entities | 0 | 0.2 |
| (j) Other investment advisers | 0 | 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 | 5 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 89 | 7.0 |
| By Discretionary | ||
| Discretionary | 89 | 7.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 89 | 7.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 7.0 | |
| Total | 89 | 7.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001681815] | |
| 13F-HR | [0001738887] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.9B |
| Serves | Institutional, Retail |
| LEI | 25490045VTJLIXW3YI60 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Cassaday & Co Wealth Management LLC
✚
|
VA | 7,138.8 M |
|
Pyrford International Ltd
✚
|
7,066.9 M | |
|
John W Bristol & Co Inc
✚
|
NY | 7,065.9 M |
|
Cannell & Spears LLC
✚
|
NY | 6,992.2 M |
|
PGIM Custom Harvest LLC
✚
|
NJ | 6,902.4 M |
|
PGIM DC Solutions LLC
✚
|
NJ | 6,897.6 M |
|
Harbor Investment Advisory LLC
✚
|
MD | 6,869.2 M |
|
Prowell Financial Management LLC
✚
|
PA | 6,863.6 M |
|
Provident Trust Company
✚
|
WI | 6,858.5 M |
|
Fisher Retirement Solutions LLC
✚
|
TX | 6,847.9 M |