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RIA / WealthRegistered adviserother adviserSEC registeredRAUM 1b 10b

COMMUNITY CAPITAL MANAGEMENT, LLC

CRD 109368

FORT LAUDERDALE, FL

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Search this name across graphsid dfx:ria:28d6bdea-5d8c-ea9b-82b2-138b2b882507

Data as of Jun 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:23 AM UTC and rebuilt at most every 15 minutes.

Relationships: 19
Dated events: 12
On other graphs: 0
Observed: Mar 28, 2012 to Jun 30, 2026
44 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: other adviserderivedprivate_client_share=0.01 fund_share=0.58 institutional_share=0.38 related_bd=false related_bank=false bd_reps=11.0
Regulatory AUM: $7.0BItem 5.F on the latest filing (2026-06-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $7.0B
Private client RAUM: $64.7MderivedItem 5.D individuals plus high net worth individuals
Private client share: 1%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $3.5Bderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 39
Advisory employees: 14
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 89
High net worth clients: 10
SEC number: 801-56201
CRD: 109368
Filings on the tape: 44
First filed: Mar 28, 2012
Latest filed: Jun 30, 2026
Organised: Limited Liability Company, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ELLIOT MICHAEL GILFARB	n/a	FORT LAUDERDALE, FL	20	21	1	no
MARTHA ROMERO SCHUMAN	n/a	FORT LAUDERDALE, FL \| ATASCADERO, CA	6	40	2	yes

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
CCM ECONOMIC DEVELOPMENT BOND FUND LLC THE NEW YORK SERIES	Other Private Fund	$32,500	Mar 22, 2018	2	Sep 13, 2012	dropped	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BOTELHO, JESSICA, L	ELECTED MANAGER	F	yes	08/2022	Feb 3, 2023	Jul 23, 2024
CCM HOLDING COMPANY LLC	Owner	E	yes	03/2020	Mar 30, 2020	Jul 23, 2024
COHEN, TODD, JAY	OWNER AND ELECTED MANAGER	C	yes	03/2020	Mar 28, 2012	Jul 23, 2024
COHEN, TODD, JAY	OWNER AND ELECTED MANAGER	E	yes	07/2021	Mar 28, 2012	Jul 23, 2024
COHEN, TODD, JAY	EXECUTIVE CHAIRMAN AND ELECTED MANAGER	Na	yes	02/2023	Mar 28, 2012	Jul 23, 2024
FAFARD, KRISTIN, LYNN	CHIEF INVESTMENT STRATEGIST	Na	yes	01/2018	Mar 30, 2022	Jul 23, 2024
GOLDSTEIN, ALYSSA, DAWN GREENSPAN	CHIEF EXECUTIVE OFFICER AND PRESIDENT AND ELECTED MANAGER	Na	yes	02/2023	Mar 28, 2012	Jul 23, 2024
GOLDSTEIN, ALYSSA, DAWN GREENSPAN	ELECTED MANAGER	F	yes	03/2020	Mar 28, 2012	Jul 23, 2024
HORWITZ, JAMIE, C	CHIEF MARKETING OFFICER AND ELECTED MANAGER	Na	yes	01/2016	Oct 19, 2020	Jul 23, 2024
HORWITZ, JAMIE, C	ELECTED MANAGER	F	yes	03/2020	Oct 19, 2020	Jul 23, 2024
KAUFMAN, ANDREW, ALAN	CHIEF INVESTMENT OFFICER	Na	yes	01/2019	Feb 10, 2020	Jul 23, 2024
LITTLE, STEFANIE, JANE	CHIEF COMPLIANCE OFFICER	Na	yes	01/2010	Mar 28, 2012	Jul 23, 2024
MALONE, JAMES, HERMAN	CHIEF FINANCIAL OFFICER AND ELECTED MANAGER	Na	yes	06/2013	Mar 14, 2014	Jul 23, 2024
MALONE, JAMES, HERMAN	ELECTED MANAGER	F	yes	03/2020	Mar 14, 2014	Jul 23, 2024
SAND, DAVID, FRANKLIN	CHIEF IMPACT STRATEGIST	Na	yes	01/2018	Mar 30, 2022	Jul 23, 2024
IMPACT ANALYTICS LLC	Owner	A	no	07/2021	Aug 2, 2021	Jul 23, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
STEFANIE J. LITTLE	n/a	n/a	n/a	Y	no	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 17, 2026	$7.0B	$7.0B	39	14	0	n/a	n/a
2024	Mar 11, 2025	$6.3B	$6.3B	40	17	0	n/a	n/a
2023	Mar 22, 2024	$5.0B	$5.0B	36	13	0	n/a	n/a
2022	Feb 3, 2023	$4.0B	$4.0B	31	15	0	n/a	n/a
2021	Mar 30, 2022	$4.2B	$4.2B	33	15	0	n/a	n/a
2020	Mar 30, 2021	$3.3B	$3.3B	32	14	2	n/a	n/a
2019	Mar 30, 2020	$2.8B	$2.8B	25	13	2	n/a	n/a
2018	Mar 18, 2019	$2.1B	$2.1B	25	13	3	n/a	n/a
2017	Mar 22, 2018	$2.5B	$2.5B	24	13	4	1	$32,500
2016	Mar 31, 2017	$2.3B	$2.3B	20	9	n/a	1	$24.2M
2015	Mar 17, 2016	$2.2B	$2.2B	20	9	n/a	1	$24.4M
2014	Mar 25, 2015	$2.0B	$2.0B	18	11	n/a	1	$24.4M
2013	Mar 14, 2014	$1.9B	$1.9B	19	9	n/a	1	$23.8M
2012	Mar 21, 2013	$1.9B	$1.9B	15	8	n/a	1	$25.0M
2011	Mar 28, 2012	$1.5B	$1.5B	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$7.0B	$6.3B	11.8%	$4.0B	20.5%	39	40	0	0

Relationships

Registered with (2)

← MARTHA ROMERO SCHUMANAdvisorregistration: current employment
Jun 10, 2020 to presentfactForm ADV
← ELLIOT MICHAEL GILFARBAdvisorregistration: current employment
Aug 17, 2006 to presentfactForm ADV

Controls (10)

← COHEN, TODD, JAYOwnerOWNER AND ELECTED MANAGER, ownership code C, individual
Mar 28, 2012 to Jul 23, 2024factForm ADV
← FAFARD, KRISTIN, LYNNOwnerCHIEF INVESTMENT STRATEGIST, ownership code NA, individual
Mar 30, 2022 to Jul 23, 2024factForm ADV
← LITTLE, STEFANIE, JANEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 28, 2012 to Jul 23, 2024factForm ADV
← MALONE, JAMES, HERMANOwnerELECTED MANAGER, ownership code F, individual
Mar 14, 2014 to Jul 23, 2024factForm ADV
← GOLDSTEIN, ALYSSA, DAWN GREENSPANOwnerELECTED MANAGER, ownership code F, individual
Mar 28, 2012 to Jul 23, 2024factForm ADV
← HORWITZ, JAMIE, COwnerELECTED MANAGER, ownership code F, individual
Oct 19, 2020 to Jul 23, 2024factForm ADV
← BOTELHO, JESSICA, LOwnerELECTED MANAGER, ownership code F, individual
Feb 3, 2023 to Jul 23, 2024factForm ADV
← KAUFMAN, ANDREW, ALANOwnerCHIEF INVESTMENT OFFICER, ownership code NA, individual
Feb 10, 2020 to Jul 23, 2024factForm ADV
← SAND, DAVID, FRANKLINOwnerCHIEF IMPACT STRATEGIST, ownership code NA, individual
Mar 30, 2022 to Jul 23, 2024factForm ADV
← CCM HOLDING COMPANY LLCOwnerOWNER, ownership code E, domestic entity
Mar 30, 2020 to Jul 23, 2024factForm ADV

Owns (1)

← IMPACT ANALYTICS LLCOwnerOWNER, ownership code A, domestic entity
Aug 2, 2021 to Jul 23, 2024factForm ADV

Advises (1)

→ CCM ECONOMIC DEVELOPMENT BOND FUND LLC THE NEW YORK SERIESPrivate fundOther Private Fund, IA, no longer reported
Sep 13, 2012 to Mar 22, 2018factForm ADV

Dated events

Occurred
Mar 11, 2025
Regulatory AUM changed
Community Capital Management, Llc reported RAUM $6.3B, up 25% from $5.0B (2024-07-23 to 2025-03-11)
Form ADVobserved 5 days ago
$1.3B
Occurred
Feb 3, 2023
Control person joined
L Jessica Botelho (Elected Manager) appeared on Schedule A of Community Capital Management, Llc
Form ADVobserved 5 days ago
Occurred
Mar 30, 2022
Regulatory AUM changed
Community Capital Management, Llc reported RAUM $4.2B, up 26% from $3.3B (2021-08-27 to 2022-03-30)
Form ADVobserved 5 days ago
$868M
Occurred
Mar 30, 2022
Control person joined
Franklin David Sand (Chief Impact Strategist) appeared on Schedule A of Community Capital Management, Llc
Form ADVobserved 5 days ago
Occurred
Mar 30, 2022
Control person joined
Lynn Kristin Fafard (Chief Investment Strategist) appeared on Schedule A of Community Capital Management, Llc
Form ADVobserved 5 days ago
Occurred
Aug 27, 2021
Succession filed (Item 4)
Community Capital Management, Inc. reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 5 days ago
Occurred
Mar 30, 2021
Control person left
Keith David Downes (Independent Elected Manager) no longer on Schedule A of Community Capital Management, Llc (listed 2020-10-19, absent 2021-03-30)
Form ADVobserved 5 days ago
Occurred
Oct 19, 2020
Control person joined
C Jamie Horwitz (Elected Manager) appeared on Schedule A of Community Capital Management, Llc
Form ADVobserved 5 days ago
Occurred
Oct 19, 2020
Control person joined
Keith David Downes (Independent Elected Manager) appeared on Schedule A of Community Capital Management, Llc
Form ADVobserved 5 days ago
Occurred
Mar 30, 2020
Regulatory AUM changed
Community Capital Management, Llc reported RAUM $2.8B, up 31% from $2.1B (2020-02-10 to 2020-03-30)
Form ADVobserved 5 days ago
$656M
Occurred
Feb 10, 2020
Control person joined
Alan Andrew Kaufman (Chief Investment Officer) appeared on Schedule A of Community Capital Management, Llc
Form ADVobserved 5 days ago
Occurred
Feb 10, 2020
Control person left
Keith David Downes (Chair And Director) no longer on Schedule A of Community Capital Management, Llc (listed 2019-08-21, absent 2020-02-10)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:28d6bdea-5d8c-ea9b-82b2-138b2b882507
First observed: Mar 28, 2012
Last observed: Jun 30, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

COMMUNITY CAPITAL MANAGEMENT, LLC

CRD 109368

FORT LAUDERDALE, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:28d6bdea-5d8c-ea9b-82b2-138b2b882507

Data as of Jun 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:23 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ELLIOT MICHAEL GILFARB

n/a

FORT LAUDERDALE, FL

MARTHA ROMERO SCHUMAN

n/a

FORT LAUDERDALE, FL | ATASCADERO, CA

yes

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

CCM ECONOMIC DEVELOPMENT BOND FUND LLC THE NEW YORK SERIES

Other Private Fund

$32,500

Mar 22, 2018

Sep 13, 2012

dropped

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BOTELHO, JESSICA, L

ELECTED MANAGER

yes

08/2022

Feb 3, 2023

Jul 23, 2024

CCM HOLDING COMPANY LLC

Owner

yes

03/2020

Mar 30, 2020

Jul 23, 2024

COHEN, TODD, JAY

OWNER AND ELECTED MANAGER

yes

03/2020

Mar 28, 2012

Jul 23, 2024

COHEN, TODD, JAY

OWNER AND ELECTED MANAGER

yes

07/2021

Mar 28, 2012

Jul 23, 2024

COHEN, TODD, JAY

EXECUTIVE CHAIRMAN AND ELECTED MANAGER

yes

02/2023

Mar 28, 2012

Jul 23, 2024

FAFARD, KRISTIN, LYNN

CHIEF INVESTMENT STRATEGIST

yes

01/2018

Mar 30, 2022

Jul 23, 2024

GOLDSTEIN, ALYSSA, DAWN GREENSPAN

CHIEF EXECUTIVE OFFICER AND PRESIDENT AND ELECTED MANAGER

yes

02/2023

Mar 28, 2012

Jul 23, 2024

GOLDSTEIN, ALYSSA, DAWN GREENSPAN

ELECTED MANAGER

yes

03/2020

Mar 28, 2012

Jul 23, 2024

HORWITZ, JAMIE, C

CHIEF MARKETING OFFICER AND ELECTED MANAGER

yes

01/2016

Oct 19, 2020

Jul 23, 2024

HORWITZ, JAMIE, C

ELECTED MANAGER

yes

03/2020

Oct 19, 2020

Jul 23, 2024

KAUFMAN, ANDREW, ALAN

CHIEF INVESTMENT OFFICER

yes

01/2019

Feb 10, 2020

Jul 23, 2024

LITTLE, STEFANIE, JANE

CHIEF COMPLIANCE OFFICER

yes

01/2010

Mar 28, 2012

Jul 23, 2024

MALONE, JAMES, HERMAN

CHIEF FINANCIAL OFFICER AND ELECTED MANAGER

yes

06/2013

Mar 14, 2014

Jul 23, 2024

MALONE, JAMES, HERMAN

ELECTED MANAGER

yes

03/2020

Mar 14, 2014

Jul 23, 2024

SAND, DAVID, FRANKLIN

CHIEF IMPACT STRATEGIST

yes

01/2018

Mar 30, 2022

Jul 23, 2024

IMPACT ANALYTICS LLC

Owner

07/2021

Aug 2, 2021

Jul 23, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

STEFANIE J. LITTLE

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 17, 2026

$7.0B

n/a

2024

Mar 11, 2025

$6.3B

n/a

2023

Mar 22, 2024

$5.0B

n/a

2022

Feb 3, 2023

$4.0B

n/a

2021

Mar 30, 2022

$4.2B

n/a

2020

Mar 30, 2021

$3.3B

n/a

2019

Mar 30, 2020

$2.8B

n/a

2018

Mar 18, 2019

$2.1B

n/a

2017

Mar 22, 2018

$2.5B

$32,500

2016

Mar 31, 2017

$2.3B

n/a

$24.2M

2015

Mar 17, 2016

$2.2B

n/a

$24.4M

2014

Mar 25, 2015

$2.0B

n/a

$24.4M

2013

Mar 14, 2014

$1.9B

n/a

$23.8M

2012

Mar 21, 2013

$1.9B

n/a

$25.0M

2011

Mar 28, 2012

$1.5B

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$7.0B

$6.3B

11.8%

$4.0B

20.5%