Cramer Rosenthal Mcglynn LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Stamford, CT. Its latest Form ADV filing, dated April 20, 2026, reports $2.3B in regulatory assets under management, 24 employees, and 283 accounts.
Assets Under Management
$2.3B
Employees
24
Offices
--
Total Clients
282
Primary office
STAMFORD, CT
300 FIRST STAMFORD PLACE, SUITE 440, STAMFORD, CT, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 57.8% of total clients.
Top client categories% of clientsClients
1
Individuals
57.8%
163
2
HNWI
28.4%
80
3
ENDOWMENTS, FOREIGN CORPORATIONS, MODEL DELIVERY CLIENTS
3.5%
10
4
Corporations
2.8%
8
5
Pension Plans
2.5%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.3Bas of April 20, 2026
Discretionary77.1%
$1.7B
77% of total RAUM77.1%
Non-discretionary22.9%
$518M
23% of total RAUM22.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.3B
Total Accounts283
10Y AUM Change$-5.6B (-71.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees24
Clients per Employee12:1
10Y Employee Change-30 (-55.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.