# Cramer Rosenthal McGlynn LLC

> 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.

- CRD: 107911
- Filed as: CRAMER ROSENTHAL MCGLYNN LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Stamford, CT
- Filing period: October 2026
- Form ADV filing dated: August 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/107911
- AdvisorCensus page: https://advisorcensus.com/firm/cramer-rosenthal-mcglynn-llc-stamford-ct-107911

## Quick answers

**How is Cramer Rosenthal McGlynn LLC compensated?**
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.

**Where is Cramer Rosenthal McGlynn LLC located?**
Cramer Rosenthal McGlynn LLC's principal office is in Stamford, CT, according to its Form ADV.

**Is Cramer Rosenthal McGlynn LLC registered with the SEC or a state?**
Cramer Rosenthal McGlynn LLC is an SEC-registered investment advisory firm, registered since 1983. Status as filed: Approved. CRD 107911.

**How much does Cramer Rosenthal McGlynn LLC manage?**
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).

**How have Cramer Rosenthal McGlynn LLC's assets and staff changed since 2021?**
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.

**What types of clients does Cramer Rosenthal McGlynn LLC serve?**
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).

**Which custodians does Cramer Rosenthal McGlynn LLC use?**
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.

**Does Cramer Rosenthal McGlynn 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/107911

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Northern Trust Company

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.

### Regulatory assets under management (Item 5.F)
- Total: $2,266,399,657
- Discretionary: $1,747,922,435
- Non-discretionary: $518,477,222

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 163 | $31,251,066 |
| High net worth individuals | 80 | $192,440,785 |
| Investment companies | 5 | $917,332,909 |
| Pooled investment vehicles (other than investment companies and business development companies) | 5 | $143,206,532 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 7 | $21,973,921 |
| State or municipal government entities (including government pension plans) | 4 | $197,898,775 |
| Corporations or other businesses not listed above | 8 | $99,165,495 |
| Other | 10 | $663,130,174 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 1983 (43 years)
- Employees: 24 total, 9 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [crmllc.com](https://crmllc.com)
- LinkedIn @cramer-rosenthal-mcglynn

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $3,374,061,015 | 29 | September 21, 2021 |
| October 2022 | $3,376,636,911 | 26 | March 30, 2022 |
| October 2023 | $2,601,450,226 | 25 | June 5, 2023 |
| October 2024 | $2,205,580,134 | 26 | June 3, 2024 |
| October 2025 | $2,351,099,876 | 24 | April 22, 2025 |
| October 2026 | $2,266,399,657 | 24 | August 14, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cramer Rosenthal McGlynn LLC (CRD 107911): Form ADV filing data as of October 2026.