SAN FRANCISCO, CACRD 160976Latest ADV April 30, 2026
Crcm L.P. is an SEC registered investment adviser organized as a limited partnership with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated April 30, 2026, reports $747M in regulatory assets under management, 13 employees, 1 office, and 19 accounts.
Assets Under Management
$747M
Employees
13
Offices
1 office
Total Clients
19
Primary office
SAN FRANCISCO, CA
475 SANSOME STREET, SUITE 730, SAN FRANCISCO, CA, United States
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 68.4% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
68.4%
13
2
HNWI
31.6%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$747Mas of April 30, 2026
Discretionary100.0%
$747M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$747M
Total Accounts19
10Y AUM Change+$587M (+368.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee1:1
10Y Employee Change-10 (-43.5%)
* 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.