{ "crd_number": 109368, "slug": "community-capital-management-llc-fort-lauderdale-fl-109368", "primary_business_name": "COMMUNITY CAPITAL MANAGEMENT, LLC", "legal_name": "COMMUNITY CAPITAL MANAGEMENT, LLC", "dbas": [], "city": "Fort Lauderdale", "state": "FL", "country": "United States", "cbsa_code": "33100", "metro": { "cbsa_code": "33100", "common_name": "Miami", "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL", "path": "/advisors/fl/miami" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "1999-02-03", "years_registered": 27, "period": "2026-10-01", "filing_date": "2026-06-30", "carried_forward": false, "raum_total": 6995782784.0, "raum_discretionary": 6995782784.0, "raum_non_discretionary": 0.0, "raum_band": "over_5b", "raum_band_label": "Over $5 billion", "total_employees": 39, "advisory_employees": 14, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "other": { "raum": 35380033.0, "count": null, "description": "IRREVOCABLE TRUST", "fewer_than_5": true }, "charitable": { "raum": 2491886360.0, "count": 66 }, "banking_thrift": { "raum": 23334786.0, "count": null, "fewer_than_5": true }, "state_municipal": { "raum": 189497734.0, "count": null, "fewer_than_5": true }, "investment_companies": { "raum": 4010705948.0, "count": 2 }, "other_investment_advisers": { "raum": 65112261.0, "count": null, "fewer_than_5": true }, "high_net_worth_individuals": { "raum": 64671396.0, "count": 10 }, "corporations_other_businesses": { "raum": 115194266.0, "count": 5 } }, "compensation_types": [ "other", "percentage_of_aum" ], "advisory_activities": [ "other", "portfolio_management_businesses_institutional", "portfolio_management_individuals", "portfolio_management_investment_companies" ], "wrap_fee_participant": true, "disclosure_yes_count": 0, "states_registered": [ "CA", "FL", "IL", "MA", "NC", "NY", "PA" ], "websites": [ "https://ccminvests.com", "https://linkedin.com/company/community-capital-management-llc", "https://x.com/@CCMINVESTS" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/109368", "city_as_filed": "FORT LAUDERDALE", "url": "https://advisorcensus.com/firm/community-capital-management-llc-fort-lauderdale-fl-109368", "display_name": "Community Capital Management, LLC", "summary": "Community Capital Management, LLC is an SEC-registered investment advisory firm in Fort Lauderdale, FL, registered since 1999, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated June 30, 2026.", "citation": "AdvisorCensus. Community Capital Management, LLC (CRD 109368): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Other" ], "advisory_activity_labels": [ "Portfolio management for individuals and/or small businesses", "Portfolio management for investment companies (and business development companies)", "Portfolio management for businesses (other than small businesses) or institutional clients", "Other" ], "quick_answers": [ { "q": "How is Community Capital Management, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Community Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; other. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Community Capital Management, LLC located?", "a": "Community Capital Management, LLC's principal office is in Fort Lauderdale, FL, according to its Form ADV." }, { "q": "Is Community Capital Management, LLC registered with the SEC or a state?", "a": "Community Capital Management, LLC is an SEC-registered investment advisory firm, registered since 1999. Status as filed: Approved. CRD 109368." }, { "q": "How much does Community Capital Management, LLC manage?", "a": "Community Capital Management, LLC reports $6,995,782,784 in regulatory assets under management in its Form ADV filing dated June 30, 2026 (100% discretionary)." }, { "q": "How have Community Capital Management, LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for Community Capital Management, LLC: Regulatory assets under management: $3,295,104,611 in the October 2021 data and $6,995,782,784 in the October 2026 data, up 112%. Total employees: 32 in October 2021 and 39 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Community Capital Management, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: charitable organizations (66); high net worth individuals (10); corporations or other businesses not listed above (5)." }, { "q": "Which custodians does Community Capital Management, LLC use?", "a": "Community Capital Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists The Northern Trust Company and UBS Financial Services Inc. as custodians holding 10% or more of its separately managed account assets." }, { "q": "Does Community Capital Management, LLC report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/109368" }, { "q": "What changed in Community Capital Management, LLC's recent Form ADV filings?", "a": "In the April 2026 filing data: Employees performing advisory functions went from 17 to 14. Regulatory assets under management went from $6,256,377,754 to $6,995,782,784 (+12%). Registered or notice-filed in NC." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 3295104611.0, "total_employees": 32, "filing_date": "2021-08-27" }, { "period": "2022-10-01", "regulatory_assets_under_management": 4162781622.0, "total_employees": 33, "filing_date": "2022-03-30" }, { "period": "2023-10-01", "regulatory_assets_under_management": 4001234728.0, "total_employees": 31, "filing_date": "2023-02-03" }, { "period": "2024-10-01", "regulatory_assets_under_management": 4995503762.0, "total_employees": 36, "filing_date": "2024-07-23" }, { "period": "2025-10-01", "regulatory_assets_under_management": 6256377754.0, "total_employees": 40, "filing_date": "2025-03-11" }, { "period": "2026-10-01", "regulatory_assets_under_management": 6995782784.0, "total_employees": 39, "filing_date": "2026-06-30" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Employees performing advisory functions went from 17 to 14.", "Regulatory assets under management went from $6,256,377,754 to $6,995,782,784 (+12%).", "Registered or notice-filed in NC." ] } ], "fees_from_brochure": null, "custodians": [ { "name": "The Northern Trust Company", "name_as_filed": "THE NORTHERN TRUST COMPANY", "affiliated": false }, { "name": "UBS Financial Services Inc.", "name_as_filed": "UBS FINANCIAL SERVICES INC.", "affiliated": false } ], "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.", "markdown_url": "https://advisorcensus.com/firm/community-capital-management-llc-fort-lauderdale-fl-109368.md", "clients": [ { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 10, "fewer_than_5": false, "raum": 64671396.0 }, { "type": "banking_thrift", "label": "Banking or thrift institutions", "count": null, "fewer_than_5": true, "raum": 23334786.0 }, { "type": "investment_companies", "label": "Investment companies", "count": 2, "fewer_than_5": false, "raum": 4010705948.0 }, { "type": "charitable", "label": "Charitable organizations", "count": 66, "fewer_than_5": false, "raum": 2491886360.0 }, { "type": "state_municipal", "label": "State or municipal government entities (including government pension plans)", "count": null, "fewer_than_5": true, "raum": 189497734.0 }, { "type": "other_investment_advisers", "label": "Other investment advisers", "count": null, "fewer_than_5": true, "raum": 65112261.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": 5, "fewer_than_5": false, "raum": 115194266.0 }, { "type": "other", "label": "Other", "count": null, "fewer_than_5": true, "raum": 35380033.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/109368", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }