DFX Intelligence

Data Factory

RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

COMMUNITY INVESTMENT PARTNERS

COMMUNITY INVESTMENT PARTNERS, INC., CRD 153643

BETHESDA, MD

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Search this name across graphsid dfx:ria:ddbe4b82-324c-e1b2-9463-b50c3befd256

Data as of Jul 17, 2015 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Mar 30, 2012 to Jul 17, 2015
8 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: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $56.4MItem 5.F on the latest filing (2015-07-17); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $46.1M
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: 33
Advisory employees: 10
Accounts: 8
Private funds: 2Schedule D 7.B(1)
Private fund GAV: $62.8Mgross asset value as reported per fund; never fund size
Custody, client assets: $46.1M
SEC number: 801-71429
CRD: 153643
Filings on the tape: 8
First filed: Mar 30, 2012
Latest filed: Jul 17, 2015
Organised: Corporation, Maryland

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
COMMUNITIES AT WORK FUND, L.P.	Other Private Fund	$46.1M	Jul 17, 2015	2	Mar 30, 2012	reported	n/a
MONARCH COMMUNITY FUND, LLC	Other Private Fund	$16.8M	Jul 17, 2015	1	Mar 30, 2012	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
CALVERT SOCIAL INVESTMENT FOUNDATION, INC.	PARENT COMPANY	E	yes	04/2010	Mar 30, 2012	Jul 17, 2015
CONWAY, JUSTIN, MARSHALL	President	Na	yes	10/2013	Mar 28, 2014	Jul 17, 2015
MENSAH, HUMPHREY, YEBOAH	CHIEF FINANCIAL OFFICER	Na	yes	04/2010	Mar 30, 2012	Jul 17, 2015
TESDELL, KERWIN, EDGAR	BOARD MEMBER	Na	yes	04/2010	Mar 30, 2012	Jul 17, 2015
BERENBACH, SHARI, SUE	BOARD MEMBER	Na	no	12/2014	Mar 27, 2015	Jul 17, 2015
PRYCE, JENNIFER	BOARD MEMBER	Na	no	10/2013	Mar 28, 2014	Jul 17, 2015

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
2014	May 21, 2015	$56.4M	$46.1M	33	10	n/a	2	$62.8M
2013	Mar 28, 2014	$94.4M	$69.7M	36	10	n/a	2	$114M
2012	Apr 1, 2013	$149M	$122M	44	10	n/a	2	$114M
2011	Mar 30, 2012	$136M	$114M	n/a	n/a	n/a	2	$114M

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
2014	$56.4M	$94.4M	-40.3%	$136M	-25.4%	33	36	n/a	n/a

Relationships

Advises (2)

→ MONARCH COMMUNITY FUND, LLCPrivate fundOther Private Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ COMMUNITIES AT WORK FUND, L.P.Private fundOther Private Fund, IA
Mar 30, 2012 to presentfactForm ADV

Owns (2)

← PRYCE, JENNIFEROwnerBOARD MEMBER, ownership code NA, individual
Mar 28, 2014 to presentfactForm ADV
← BERENBACH, SHARI, SUEOwnerBOARD MEMBER, ownership code NA, individual
Mar 27, 2015 to presentfactForm ADV

Controls (4)

← MENSAH, HUMPHREY, YEBOAHOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Mar 30, 2012 to presentfactForm ADV
← TESDELL, KERWIN, EDGAROwnerBOARD MEMBER, ownership code NA, individual
Mar 30, 2012 to presentfactForm ADV
← CONWAY, JUSTIN, MARSHALLOwnerPRESIDENT, ownership code NA, individual
Mar 28, 2014 to presentfactForm ADV
← CALVERT SOCIAL INVESTMENT FOUNDATION, INC.OwnerPARENT COMPANY, ownership code E, domestic entity
Mar 30, 2012 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ddbe4b82-324c-e1b2-9463-b50c3befd256
First observed: Mar 30, 2012
Last observed: Jul 17, 2015 136 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 INVESTMENT PARTNERS

COMMUNITY INVESTMENT PARTNERS, INC., CRD 153643

BETHESDA, MD

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:ddbe4b82-324c-e1b2-9463-b50c3befd256

Data as of Jul 17, 2015 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:33 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

COMMUNITIES AT WORK FUND, L.P.

Other Private Fund

$46.1M

Jul 17, 2015

Mar 30, 2012

reported

n/a

MONARCH COMMUNITY FUND, LLC

Other Private Fund

$16.8M

Jul 17, 2015

Mar 30, 2012

reported

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CALVERT SOCIAL INVESTMENT FOUNDATION, INC.

PARENT COMPANY

yes

04/2010

Mar 30, 2012

Jul 17, 2015

CONWAY, JUSTIN, MARSHALL

President

yes

10/2013

Mar 28, 2014

Jul 17, 2015

MENSAH, HUMPHREY, YEBOAH

CHIEF FINANCIAL OFFICER

yes

04/2010

Mar 30, 2012

Jul 17, 2015

TESDELL, KERWIN, EDGAR

BOARD MEMBER

yes

04/2010

Mar 30, 2012

Jul 17, 2015

BERENBACH, SHARI, SUE

BOARD MEMBER

12/2014

Mar 27, 2015

Jul 17, 2015

PRYCE, JENNIFER

BOARD MEMBER

10/2013

Mar 28, 2014

Jul 17, 2015

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2014

May 21, 2015

$56.4M

$46.1M

n/a

$62.8M

2013

Mar 28, 2014

$94.4M

$69.7M

n/a

$114M

2012

Apr 1, 2013

$149M

$122M

n/a

$114M

2011

Mar 30, 2012

$136M

$114M

n/a

$114M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2014

$56.4M

$94.4M

-40.3%

$136M

-25.4%

n/a