# Community Investment Management LLC

> Community Investment Management LLC is an SEC-registered investment advisory firm in San Francisco, CA, registered since 2019, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated May 4, 2026.

- CRD: 174204
- Filed as: COMMUNITY INVESTMENT MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: May 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/174204
- AdvisorCensus page: https://advisorcensus.com/firm/community-investment-management-llc-san-francisco-ca-174204

## Quick answers

**How is Community Investment Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Community Investment Management LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Community Investment Management LLC located?**
Community Investment Management LLC's principal office is in San Francisco, CA, according to its Form ADV; the June 2026 filing also lists 5 other offices (Schedule D, Section 1.F).

**Is Community Investment Management LLC registered with the SEC or a state?**
Community Investment Management LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 174204.

**How much does Community Investment Management LLC manage?**
Community Investment Management LLC reports $1,469,825,560 in regulatory assets under management in its Form ADV filing dated May 4, 2026 (100% discretionary).

**How have Community Investment Management LLC's assets and staff changed since 2021?**
In the Form ADV data for Community Investment Management LLC: Regulatory assets under management: $205,214,235 in the October 2021 data and $1,469,825,560 in the October 2026 data, up 616%. Total employees: 12 in October 2021 and 39 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Community Investment Management LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3).

**Does Community Investment Management LLC report any disciplinary disclosures?**
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/174204

**Does Community Investment Management LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 30, 2026 says: "Investors in each Fund are required to invest a minimum of $250,000, but CIM may waive this minimum."

**What changed in Community Investment Management LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 27 to 31. Regulatory assets under management went from $1,089,375,970 to $1,469,825,560 (+35%). Changed its office addresses in New York, NY. Added an office in Ciudad de Mexico.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> Investors in each Fund are required to invest a minimum of $250,000, but CIM may waive this minimum.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $1,469,825,560
- Discretionary: $1,469,825,560
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $1,469,825,560 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2019 (7 years)
- Employees: 39 total, 31 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Bali
- Bogota
- Ciudad de Mexico
- Mumbai
- New York, NY

### Websites listed on Form ADV (Item 1.I)
- cim-llc.com
- LinkedIn @community-investment-management-llc
- X @cim_llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $205,214,235 | 12 | March 31, 2021 |
| October 2022 | $487,667,571 | 19 | April 1, 2022 |
| October 2023 | $655,836,945 | 17 | March 31, 2023 |
| October 2024 | $892,336,459 | 25 | March 29, 2024 |
| October 2025 | $1,089,375,970 | 35 | May 13, 2025 |
| October 2026 | $1,469,825,560 | 39 | May 4, 2026 |

Regulatory assets under management: $205,214,235 in the October 2021 data and $1,469,825,560 in the October 2026 data, up 616%.
Total employees: 12 in October 2021 and 39 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 27 to 31.
- Regulatory assets under management went from $1,089,375,970 to $1,469,825,560 (+35%).
- Changed its office addresses in New York, NY.
- Added an office in Ciudad de Mexico.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Community Investment Management LLC (CRD 174204): Form ADV filing data as of October 2026.