{
  "crd_number": 107911,
  "slug": "cramer-rosenthal-mcglynn-llc-stamford-ct-107911",
  "primary_business_name": "CRAMER ROSENTHAL MCGLYNN LLC",
  "legal_name": "CRAMER ROSENTHAL MCGLYNN LLC",
  "dbas": [],
  "city": "Stamford",
  "state": "CT",
  "country": "United States",
  "cbsa_code": "14860",
  "metro": {
    "cbsa_code": "14860",
    "common_name": "Bridgeport",
    "msa_name": "Bridgeport-Stamford-Danbury, CT",
    "path": "/advisors/ct/bridgeport"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1983-06-13",
  "years_registered": 43,
  "period": "2026-10-01",
  "filing_date": "2026-08-14",
  "carried_forward": false,
  "raum_total": 2266399657.0,
  "raum_discretionary": 1747922435.0,
  "raum_non_discretionary": 518477222.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 24,
  "advisory_employees": 9,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 663130174.0,
      "count": 10,
      "description": "ENDOWMENTS, FOREIGN CORPORATIONS, MODEL DELIVERY CLIENTS"
    },
    "individuals": {
      "raum": 31251066.0,
      "count": 163
    },
    "state_municipal": {
      "raum": 197898775.0,
      "count": 4
    },
    "investment_companies": {
      "raum": 917332909.0,
      "count": 5
    },
    "pension_profit_sharing": {
      "raum": 21973921.0,
      "count": 7
    },
    "high_net_worth_individuals": {
      "raum": 192440785.0,
      "count": 80
    },
    "pooled_investment_vehicles": {
      "raum": 143206532.0,
      "count": 5
    },
    "corporations_other_businesses": {
      "raum": 99165495.0,
      "count": 8
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "PR",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://crmllc.com",
    "https://linkedin.com/company/cramer-rosenthal-mcglynn/about"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/107911",
  "city_as_filed": "STAMFORD",
  "url": "https://advisorcensus.com/firm/cramer-rosenthal-mcglynn-llc-stamford-ct-107911",
  "display_name": "Cramer Rosenthal McGlynn LLC",
  "summary": "Cramer Rosenthal McGlynn LLC is an SEC-registered investment advisory firm in Stamford, CT, registered since 1983, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated August 14, 2026.",
  "citation": "AdvisorCensus. Cramer Rosenthal McGlynn LLC (CRD 107911): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Cramer Rosenthal McGlynn LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Cramer Rosenthal McGlynn LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Cramer Rosenthal McGlynn LLC located?",
      "a": "Cramer Rosenthal McGlynn LLC's principal office is in Stamford, CT, according to its Form ADV."
    },
    {
      "q": "Is Cramer Rosenthal McGlynn LLC registered with the SEC or a state?",
      "a": "Cramer Rosenthal McGlynn LLC is an SEC-registered investment advisory firm, registered since 1983. Status as filed: Approved. CRD 107911."
    },
    {
      "q": "How much does Cramer Rosenthal McGlynn LLC manage?",
      "a": "Cramer Rosenthal McGlynn LLC reports $2,266,399,657 in regulatory assets under management in its Form ADV filing dated August 14, 2026 (77% discretionary)."
    },
    {
      "q": "How have Cramer Rosenthal McGlynn LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Cramer Rosenthal McGlynn LLC: Regulatory assets under management: $3,374,061,015 in the October 2021 data and $2,266,399,657 in the October 2026 data, down 33%. Total employees: 29 in October 2021 and 24 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Cramer Rosenthal McGlynn LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (163); high net worth individuals (80); other (10)."
    },
    {
      "q": "Which custodians does Cramer Rosenthal McGlynn LLC use?",
      "a": "Cramer Rosenthal McGlynn LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Northern Trust Company as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Cramer Rosenthal McGlynn 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/107911"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 3374061015.0,
      "total_employees": 29,
      "filing_date": "2021-09-21"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 3376636911.0,
      "total_employees": 26,
      "filing_date": "2022-03-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 2601450226.0,
      "total_employees": 25,
      "filing_date": "2023-06-05"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 2205580134.0,
      "total_employees": 26,
      "filing_date": "2024-06-03"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 2351099876.0,
      "total_employees": 24,
      "filing_date": "2025-04-22"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 2266399657.0,
      "total_employees": 24,
      "filing_date": "2026-08-14"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Northern Trust Company",
      "name_as_filed": "NORTHERN TRUST COMPANY",
      "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/cramer-rosenthal-mcglynn-llc-stamford-ct-107911.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 163,
      "fewer_than_5": false,
      "raum": 31251066.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 80,
      "fewer_than_5": false,
      "raum": 192440785.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 5,
      "fewer_than_5": false,
      "raum": 917332909.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 143206532.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 7,
      "fewer_than_5": false,
      "raum": 21973921.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 4,
      "fewer_than_5": false,
      "raum": 197898775.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 8,
      "fewer_than_5": false,
      "raum": 99165495.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 10,
      "fewer_than_5": false,
      "raum": 663130174.0
    }
  ],
  "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/107911",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}