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.

Firm class

asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=true bd_reps=12.0

Regulatory AUM

$1.1BItem 5.F on the latest filing (2026-09-02); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$1.1B

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

0

Employees

160

Advisory employees

16

Offices

0Schedule D 1.F, beyond the principal office

Accounts

3

Custody, client assets

$749M

SEC number

801-115272

CIK

1767212

CRD

301416

Filings on the tape

15

First filed

Apr 11, 2019

Latest filed

Sep 2, 2026

Organised

Limited Liability Company, DE

• Occurred

  Mar 31, 2025
  Regulatory AUM changed

  Cim Capital Ic Management, Llc reported RAUM $1.1B, down 38% from $1.8B (2024-03-29 to 2025-03-31)

  Form ADVobserved 3 days ago
  $-684M
• Occurred

  Mar 31, 2023
  Regulatory AUM changed

  Cim Capital Ic Management, Llc reported RAUM $1.8B, up 102% from $897.2M (2022-11-07 to 2023-03-31)

  Form ADVobserved 3 days ago
  $919M
• Occurred

  Mar 31, 2022
  Regulatory AUM changed

  Cim Capital Ic Management, Llc reported RAUM $897.2M, up 168% from $335.4M (2021-10-01 to 2022-03-31)

  Form ADVobserved 3 days ago
  $562M
• Occurred

  Apr 11, 2019
  First Form ADV filing

  Cim Capital Ic Management, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:cb2a2560-ca71-0cdb-071d-9daab0bb8867

First observed

Apr 11, 2019

Last observed

Sep 2, 2026 17 days 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.