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RIA / WealthRegistered adviserasset managerSEC registeredRAUM under $100M

CCM NEW OPPORTUNITIES, LLC

CRD 301887

MERRIAM, KS

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:6a1848a1-a975-1a37-a446-0299a8fb0868

Data as of Mar 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 1
On other graphs: 1
Observed: Apr 11, 2019 to Mar 23, 2026
12 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Independent Sponsorsidentity

CCM New Opportunities, LLC

Capital provider · shared crd

Facts

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

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.3MItem 5.F on the latest filing (2026-03-23); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.3M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $324,243derivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 2
Private funds: 2Schedule D 7.B(1)
SEC number: 801-115271
CRD: 301887
Filings on the tape: 12
First filed: Apr 11, 2019
Latest filed: Mar 23, 2026
Organised: Limited Liability Company, KS

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
EQUITY2 IMPACT FUND, LLC	Other Private Fund	$1.1M	Mar 25, 2024	0	Mar 31, 2021	reported	n/a
EQUITY2 OZ IMPACT FUND, LLC	Other Private Fund	$200,335	Mar 25, 2024	1	Mar 31, 2021	reported	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
COLUMBIA CAPITAL MANAGEMENT, LLC	Member	E	yes	03/2019	Apr 11, 2019	Mar 25, 2024
Walter, Stacey, Lynn	CHIEF COMPLIANCE OFFICER	Na	yes	03/2019	Apr 11, 2019	Mar 25, 2024
WHITE, JEFF, THOMAS	MANAGING MEMBER	C	yes	01/2013	Apr 11, 2019	Mar 25, 2024
WHITE, JEFF, THOMAS	President	Na	yes	03/2019	Apr 11, 2019	Mar 25, 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
COLUMBIA CAPITAL MANAGEMENT, LLC	n/a	Institutional manager	$2.1B	Y	yes	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	Private funds	Fund GAV
2025	Mar 23, 2026	$1.3M	$1.3M	4	4	2	n/a
2024	Mar 17, 2025	$1.3M	$1.3M	4	4	2	n/a
2023	Mar 25, 2024	$1.3M	$1.3M	3	3	2	$1.3M
2022	Mar 13, 2023	$1.2M	$1.2M	3	3	2	$1.2M
2021	Mar 25, 2022	$1.2M	$1.2M	3	3	2	$1.2M
2020	Mar 31, 2021	$99,971	$99,971	3	3	2	$99,971
2019	Mar 13, 2020	n/a	n/a	3	2	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	$1.3M	$1.3M	2.2%	$1.2M	1.6%	4	4	0	0

Relationships

Affiliated with (2)

← COLUMBIA CAPITAL MANAGEMENT, LLCRegistered adviserother investment adviser, control, common control
factForm ADV
→ COLUMBIA CAPITAL MANAGEMENT, LLCRegistered adviserother investment adviser, control, common control
factForm ADV

Registered with (4)

← Samantha Allison BakerAdvisorregistration: current employment
Mar 12, 2025 to presentfactForm ADV
← Stacey Lynn WalterAdvisorregistration: current employment
Nov 2, 2020 to presentfactForm ADV
← JEFF THOMAS WHITEAdvisorregistration: current employment
May 15, 2019 to presentfactForm ADV
← ADAM TIMOTHY POPEAdvisorregistration: current employment
May 15, 2019 to presentfactForm ADV

Advises (2)

→ EQUITY2 IMPACT FUND, LLCPrivate fundOther Private Fund, IA
Mar 31, 2021 to presentfactForm ADV
→ EQUITY2 OZ IMPACT FUND, LLCPrivate fundOther Private Fund, IA
Mar 31, 2021 to presentfactForm ADV

Controls (3)

← COLUMBIA CAPITAL MANAGEMENT, LLCOwnerMEMBER, ownership code E, domestic entity
Apr 11, 2019 to Mar 25, 2024factForm ADV
← WHITE, JEFF, THOMASOwnerMANAGING MEMBER, ownership code C, individual
Apr 11, 2019 to Mar 25, 2024factForm ADV
← Walter, Stacey, LynnOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Apr 11, 2019 to Mar 25, 2024factForm ADV

Dated events

Occurred
Apr 11, 2019
First Form ADV filing
Ccm New Opportunities, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6a1848a1-a975-1a37-a446-0299a8fb0868
First observed: Apr 11, 2019
Last observed: Mar 23, 2026 6 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.

CCM NEW OPPORTUNITIES, LLC

CRD 301887

MERRIAM, KS

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:6a1848a1-a975-1a37-a446-0299a8fb0868

Data as of Mar 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:25 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

EQUITY2 IMPACT FUND, LLC

Other Private Fund

$1.1M

Mar 25, 2024

Mar 31, 2021

reported

n/a

EQUITY2 OZ IMPACT FUND, LLC

Other Private Fund

$200,335

Mar 25, 2024

Mar 31, 2021

reported

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

COLUMBIA CAPITAL MANAGEMENT, LLC

Member

yes

03/2019

Apr 11, 2019

Mar 25, 2024

Walter, Stacey, Lynn

CHIEF COMPLIANCE OFFICER

yes

03/2019

Apr 11, 2019

Mar 25, 2024

WHITE, JEFF, THOMAS

MANAGING MEMBER

yes

01/2013

Apr 11, 2019

Mar 25, 2024

WHITE, JEFF, THOMAS

President

yes

03/2019

Apr 11, 2019

Mar 25, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

COLUMBIA CAPITAL MANAGEMENT, LLC

n/a

Institutional manager

$2.1B

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 23, 2026

$1.3M

n/a

2024

Mar 17, 2025

$1.3M

n/a

2023

Mar 25, 2024

$1.3M

2022

Mar 13, 2023

$1.2M

2021

Mar 25, 2022

$1.2M

2020

Mar 31, 2021

$99,971

2019

Mar 13, 2020

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

$1.3M

2.2%

$1.2M

1.6%