|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Community Capital Management LLC
✚
|
|
|---|---|
| CRD # | 109368 |
| SEC # | 801-56201 |
| CIK # | 0001738887, 0001681815 |
| AUM | $6.3 B (2025-03-11) |
| Employees | 40 (42% Investors, 30% Brokers) |
| Phone | 877-272-1977 |
| Address | 261 North University Drive Fort Lauderdale, FL 33324-2009 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001738887 0001681815 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 3.6 | ||
| Quanta Services Inc | 2.5 | ||
| Synnex Corp | 2.0 | ||
| Alphabet Inc | 2.0 | ||
| Global Payments Inc | 1.9 | ||
| Ameriprise Financial Inc | 1.8 | ||
| Asbury Automotive Group Inc | 1.7 | ||
| Alphabet Inc | 1.7 | ||
| Lithia Motors Inc | 1.6 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 1.6 | ||
| Owens Corning | 1.6 | ||
| Molina Healthcare Inc | 1.5 | ||
| Humana Inc | 1.5 | ||
| Charles River Laboratories International Inc | 1.5 | ||
| Parker Hannifin Corp | 1.4 | ||
| Kraft Foods Inc | 1.4 | ||
| Pacific Airport Group | 1.3 | ||
| Wellpoint Inc | 1.3 | ||
| Adobe Systems Inc | 1.3 | ||
| CMS Energy Corp | 1.3 | ||
| Boston Scientific Corp | 1.3 | ||
| Assurant Inc | 1.2 | ||
| Intuit Inc | 1.2 | ||
| Facebook Inc | 1.2 | ||
| Universal Health Services Inc | 1.2 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | CCM Economic Development Bond Fund LLC the New York Series | 2012-09-13 | 0.0 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 9 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 3.7 |
| (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 | 2.1 |
| (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 | 87 | 6.3 |
| By Discretionary | ||
| Discretionary | 87 | 6.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 87 | 6.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.3 | |
| Total | 87 | 6.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0001681815] | |
| 13F-HR | [0001738887] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
IHT Wealth Management LLC
✚
|
IL | 6.4 |
|
JMG Financial Group Ltd
✚
|
IL | 6.4 |
|
The Huntington Investment Company
✚
|
OH | 6.3 |
|
Nicholas Co Inc
✚
|
WI | 6.3 |
|
Cannell & Spears LLC
✚
|
NY | 6.3 |
|
Capital Investment Advisors LLC
✚
|
GA | 6.3 |
|
Focus Financial Network Inc
✚
|
MN | 6.3 |
|
Geneva Capital Management LLC
✚
|
WI | 6.2 |
|
Modern Wealth Management LLC
✚
|
KS | 6.1 |
|
Capital Advisors Inc
✚
|
OK | 6.1 |