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Building 2COMMUNITY CAPITAL MANAGEMENT, LLC

Map pinFORT LAUDERDALE, FL
Phone877-272-1977
NotebookSEC #801-56201
Total AUM
$7B
Employees
39
Clients
87

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
261 NORTH UNIVERSITY DRIVE
SUITE 520
FORT LAUDERDALE
FL 33324-2009
United States
Operating Hours
8:30 A.M. TO 5:30 P.M.
Monday - Friday
Phone
877-272-1977

ReceiptFinancials

Total AUM
$7B
Accounts
89
Discretionary
$7B
Accounts
89
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
10
AUM
$64.7M
Banking Clients
1
AUM
$23.3M
Investment Company Clients
2
AUM
$4B
Charitable Organization Clients
66
AUM
$2.5B
Government Entity Clients
1
AUM
$189.5M
Investment Advisor Clients
1
AUM
$65.1M
Corporation or Business Clients
5
AUM
$115.2M
Other Clients
1
AUM
$35.4M
Description of Other Clients
IRREVOCABLE TRUST

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
NON-INVESTMENT RELATED ADVICE AND EDUCATION REGARDING THE COMMUNITY REINVESTMENT ACT OF 1977.
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
SPECIAL SERVICING FEES & 12B-1 REIMBURSEMENTS

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILMANCNYPA

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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