Firms, funds, partners, companies and rounds from sworn filings, firm sites and announcements, kept as a graph with a date and a source on every edge. Facts, inferences and estimates are labelled as such. A fund target is never a close, GAV is never dry powder, and a round size is never an investor’s check.

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Firms / C•••••••• I••••••••• M••••••••• L••

C•••••••• I••••••••• M••••••••• L••

Private equity with venture activity · probableSan Francisco, CAc••••••.comSEC registered investment adviser

CIM is a global institutional impact credit investment manager providing strategic debt capital to innovative fintech lenders serving underserved borrowers.

registered adviser; venture funds are 0% of 2 private funds

Importance
36
elevated
Active deployment
0
low
Emerging
0
low
Completeness
50
elevated
Freshness
99
high
Research priority
9
low
Identity and regulatory footprint
Headquarters
San Francisco, CAadviserinfo.sec.gov
Office address
600 MONTGOMERY STREET, SUITE 1900, San Francisco, CA, 94111adviserinfo.sec.gov
Business phone
415-857-3233adviserinfo.sec.gov
SEC adviser type
registered investment adviseradviserinfo.sec.gov
SEC exemption claimed
unknown
Latest Form ADV
Mar 29, 2024
Private funds reported
2 (0 venture capital funds)adviserinfo.sec.gov
Private fund gross assets
$892Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
Regulatory AUM
$892Mthe adviser's RAUM, a regulatory measure, never a fund size
Employees
25
Owners on Schedule A
S•• P•••••••• L•• (General Partner), F; S••••••••• I•••••••• F•••• L• (Member), B
business email
info@cim-llc.comcim-llc.compublished by the subject
business phone
415-857-3233adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
1 observed deals
Stated (the firm’s website)
Sectors
fintech
Stages
not stated or not yet read
Geography
emerging markets, global, north america
Check size
not stated; DFX does not estimate checks from round sizes
Observed (from deals on record)
Stage at participation: no observed deals yet
Stage at first entry: no observed deals yet
Sectors
unknown 100%
lead rate n/afollow-on rate n/anew logos, 12 months 0
Funds and vehicles
0 reported
No vehicle on record yet. A fund arrives from Form ADV Schedule D 7.B.(1) or a Form D filing.
Investment team
44 current, 2 departed
J••• H•••••
Managing Director, Investments and Finance
Platform and operations
2 departed (kept with end dates)
Investments on record
0 edges, 0 companies, 0 partner-attributed
No investment on record yet. Edges arrive from the firm’s portfolio page, financing announcements, and Form D board seats.
Co-investors
0 relationships from shared deals, counted for the whole firm
No co-investor relationship yet: these are derived only from rounds and portfolio listings the graph has seen both investors on.
Limited partners
0 disclosed
No LP commitment on record. An LP edge needs a public disclosure with a quote: a pension report (see Limited partners for the plans read), a fund announcement naming the LP, or a Form ADV owner. The fund page carries the LP’s reported performance.
Timeline
6 dated events
  1. Aug 1, 2023
    V•••• K••••••••• joined Schedule A of C•••••••• I••••••••• M••••••••• L•• as Coo
  2. Apr 1, 2022
    S••••• S•••••••• L•• (Member) no longer on Schedule A of C•••••••• I••••••••• M••••••••• L••
  3. Sep 27, 2019
    O•••••• A•••••• d• C••••• (Member) no longer on Schedule A of C•••••••• I••••••••• M••••••••• L••
  4. Aug 1, 2019
    D••••• J••••••• L••••• joined Schedule A of C•••••••• I••••••••• M••••••••• L•• as General Counsel; Chief Compliance Officer
  5. Apr 1, 2015
    S••••• S•••••••• L•• joined Schedule A of C•••••••• I••••••••• M••••••••• L•• as Member
  6. Mar 30, 2015
    C•••••••• I••••••••• M••••••••• L•• first filed Form ADV (ERA)
Classification history
  1. Sep 12, 2026
    Private equity with venture activity (probable, 75%, cls-1)
    registered adviser; venture funds are 0% of 2 private funds
Evidence
40 observations from 2 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
SEC adviser typeregistered_investment_adviserMar 29, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
First Form ADV filing2015-03-30Mar 29, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Adv history loadedadv-hist-1Sep 12, 2026FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Latest Form ADV filing2024-03-29Mar 29, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Venture share of reported funds0Mar 29, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Business phone415-857-3233Mar 29, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Contact page urlhttps://c••••••.com/
contact page linked from the home page
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
DescriptionCIM is a global institutional impact credit investment manager providing strategic debt capital to innovative fintech lenders serving underserved borrowers.
meta description
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
DescriptionCIM is a global institutional impact credit investment manager providing strategic debt capital to innovative fintech lenders serving underserved borrowers.
meta description
Sep 13, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Employees25Mar 29, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
HeadquartersSan Francisco, CAMar 29, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Office address600 MONTGOMERY STREET, SUITE 1900, San Francisco, CA, 94111Mar 29, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Private funds reported2Mar 29, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Private fund gross assets (reported)$892MMar 29, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Regulatory AUM (adviser, not fund size)$892MMar 29, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Stated geographyemerging markets,global,north america
geography words on the home page
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated geographyemerging markets,global,north america
geography words on the home page
Sep 13, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated sectorsfintech
sector words on the home page
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated sectorsfintech
sector words on the home page
Sep 13, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Team pagehttps://c••••••.com/
40 name/title pairs read
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Team pagehttps://c••••••.com/
40 name/title pairs read
Sep 13, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Venture funds reported0Mar 29, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
WebsiteHTTP://w••.c••••••.comMar 29, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Site titleC•••••••• Investment Management
title tag
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Site titleC•••••••• Investment Management
title tag
Sep 13, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)