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CCM PARTNERS, LP, CRD 104720
DENVER, CO
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| B•••••••• H••••• M••••• | n/a | DENVER, CO | 18 | 26 | 1 | yes |
| D••••• P•••••• C•••• | n/a | DENVER, CO | 14 | 15 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| P••••• G••••••• T••••• | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | Na | yes | 03/2017 | Aug 3, 2026 | Aug 3, 2026 |
| R•••••• I••• | LIMITED PARTNERSHIP | Na | yes | 07/2024 | Aug 3, 2026 | Aug 3, 2026 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| R•• P••••••• | n/a | n/a | n/a | Y | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Chesterfield | Mo | United States | 2 | no |
| MENLO PARK | CA | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 4 | 2 | 2 | 13.3% | 0 | 1 | 0 | 4 | 5 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $6.5B | $5.2B | 26.4% | $3.3B | 26.0% | 48 | 42 | 3 | 2 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| S••••••• A•••• M••••••••• L•• | 4 | Mar 30, 2026 | Feb 23, 2026 | MEMPHIS, TN | Firm absorbed | Other | 100.0% |
| yes |
| N••••••• M•••• G•••••••• | n/a | DENVER, CO | 8 | 13 | 1 | yes |
| J••••• M• F•••• | n/a | DENVER, CO | 5 | 19 | 1 | yes |
| J••• S• M••••• | n/a | Greenwich, CT | DENVER, CO | 4 | 18 | n/a | yes |
| R••• S•••••• G••••• | n/a | DENVER, CO | 4 | 12 | n/a | yes |
| M•••••• R•••• G••••• | n/a | DENVER, CO | 4 | 26 | 1 | yes |
| J•••• R••••• S•••••• | n/a | DENVER, CO | 2 | 15 | n/a | yes |
| L•••• A••• B••••• | n/a | DENVER, CO | San Clemente, CA | 2 | 12 | n/a | yes |
| P••• A•••• L••••••••• | n/a | DENVER, CO | 0 | 26 | n/a | yes |
| N••••••• D••• M••••• | n/a | DENVER, CO | 0 | 10 | n/a | yes |
| J••••••• I•• B•••••••• | n/a | Katy, TX | DENVER, CO | 0 | 32 | 3 | yes |
| K••••••• F•••• E•••• | Chartered Financial Analyst | DENVER, CO | Memphis, TN | 0 | 13 | 1 | yes |
| G••• S•••• S••••••• | Chartered Financial Analyst | Annapolis, MD | 0 | 26 | 4 | yes |
| C••• N••••• K••••• | Certified Financial Planner | DENVER, CO | Memphis, TN | 0 | 21 | 5 | yes |
| GENERAL PARTNER |
| C |
| yes |
| 07/1985 |
| Aug 3, 2026 |
| Aug 3, 2026 |
| R•••••• S••••••• C•••• | President | C | yes | 10/1994 | Aug 3, 2026 | Aug 3, 2026 |
| C•••••• C•••••• B••••• | Trustee | C | yes | 10/1999 | Mar 30, 2012 | Sep 10, 2024 |
| R•••••• F• S••••••• I••• | GENERAL PARTNER | C | yes | 07/1985 | Mar 30, 2012 | Sep 10, 2024 |
| R•••••• F• S•••••• I••••••••• T•••• | CONTROLLING ENTITY | C | yes | 07/1985 | Mar 30, 2012 | Sep 10, 2024 |
| R•••••• C••••• S•••••• | Trustee | C | yes | 10/1999 | Mar 30, 2012 | Sep 10, 2024 |
| R•••••• S••••••• C•••• | Trustee | C | yes | 10/1999 | Mar 30, 2012 | Sep 10, 2024 |
| L••••• B•••• I•• | LIMITED PARTNER | A | no | 10/2021 | Aug 3, 2026 | Aug 3, 2026 |
| W•••••• B••••• | LIMITED PARTNER | A | no | 07/1985 | Aug 3, 2026 | Aug 3, 2026 |
| Mar 31, 2026 |
| $6.5B |
| $6.2B |
| 48 |
| 23 |
| 3 |
| n/a |
| n/a |
| 2024 | Mar 31, 2025 | $5.2B | $3.9B | 42 | 17 | 2 | n/a | n/a |
| 2023 | Mar 29, 2024 | $4.8B | $3.7B | 45 | 15 | 2 | n/a | n/a |
| 2022 | Mar 31, 2023 | $3.3B | $3.3B | 34 | 16 | 1 | n/a | n/a |
| 2021 | Mar 31, 2022 | $3.5B | $3.5B | 29 | 9 | 1 | n/a | n/a |
| 2020 | Mar 29, 2021 | $3.6B | $3.6B | 33 | 10 | 0 | n/a | n/a |
| 2019 | Mar 27, 2020 | $1.9B | $1.9B | 35 | 9 | 2 | 1 | $27.6M |
| 2018 | Mar 25, 2019 | $2.1B | $2.1B | 32 | 10 | 2 | 1 | $27.6M |
| 2017 | Mar 29, 2018 | $2.0B | $2.0B | 26 | 8 | 2 | n/a | n/a |
| 2016 | Mar 29, 2017 | $1.8B | $1.8B | 27 | 9 | n/a | n/a | n/a |
| 2015 | Mar 29, 2016 | $1.4B | $1.4B | 18 | 6 | n/a | n/a | n/a |
| 2014 | Mar 30, 2015 | $1.3B | $1.3B | 18 | 8 | n/a | n/a | n/a |
| 2013 | Mar 25, 2014 | $1.0B | $1.0B | 14 | 6 | n/a | n/a | n/a |
| 2012 | Mar 28, 2013 | $871M | $871M | 14 | 4 | n/a | n/a | n/a |
| 2011 | Mar 30, 2012 | $812M | $812M | n/a | n/a | n/a | n/a | n/a |