Community Capital Management, Inc. is a large advisory firm based in Weston. It manages $2.15 billion of regulatory assets for 15 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Colorado, Florida, Massachusetts, New Jersey, and North Carolina.
Community Capital Management provides portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and non-investment related advice and education regarding the community reinvestment act of 1977.. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Community Capital Management, Inc. is $2.15 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 154% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Community Capital Management, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to investment companies, charitable organizations, other investment advisers, banking or thrift institutions, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Peter Malcom Cooper is investment companies with 2 clients and $1.96 billion of assets under management. Among the 8 most similar advisory firms, Community Capital Management has the 2nd highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $2.15 billion for 15 clients. None of the firm’s clients are foreign persons or businesses.
Community Capital Management doesn't advise any private funds.
The company employs 25 people that are either part- or full-time employees. 52 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Community Capital Management, Inc. is owned by John Scott Cooper. Peter Malcom Cooper has been acting as President since 1 Nov 1998. James Herman Malone joined the executive team most recently as the Chief Financial Officer.
The principal office where Community Capital Management, Inc. performs its advisory services is located at 2500 Weston Road, Weston, FL 33331, which is also the mailing address of the firm. An additional office of the firm is in Hackensack, NJ. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 877-272-1977 or by fax 954-385-9299. The normal business hours are 8:30 a.m. to 5:30 p.m. on Monday - Friday. You can find more information about the New York firm at investingwithimpact.com.