SourcingSourcing

CRAMER ROSENTHAL MCGLYNN LLC

C47
CRD 107911·SEC 801-55244·STAMFORD, CT
AUM
$2.27B
$1B+
Est. Revenue
$22.7M
@ 1% on AUM
Est. EBITDA
$6.8M
@ 30% margin
Est. Deal Value
$54.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CRAMER ROSENTHAL MCGLYNN LLC
CRD
107911
SEC file #
801-55244
EIN
133156718
DBA names
—

Economics

AUM
$2.27B
AUM band
$1B+
AUM trajectory
'20'26
$4.65B → $2.27B▼ -51%
Client mix
Individuals Other163
Individuals High Net Worth80
Other10
Corporations8
Pension Profit Sharing Plans7

Operations

Employees (total)
24
Advisory staff (per ADV)
9
Advisory staff (5-yr trend)
'20'26
13 advisors → 9 advisors▼ -31%
Primary office
STAMFORD CT
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
04/20/2026
ADV-W filed at
—
Website
crmllc.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CRM 2019 LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
CRM 2019 LLC
BARNETT, CHRISTOPHER, CHARLES
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CRMLLC.COM
Rdap Domain Creation Date
1998-01-14T05:00:00Z
Rdap Firm Age Years
28
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
2
Form 5500 Total Participants
53
Form 5500 Total Compensation
8,538
Form 5500 Compensation Trajectory 3y
20258,538
20240
Form 5500 Plan Count Trajectory 3y
20241
20251
Schedule C Total Compensation
8,538
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Cik
0000718857
Edgar Registered
Yes
Edgar Filing Count
137
Edgar First Filing Date
1995-12-04
Edgar Last Filing Date
2002-05-15
Edgar 13f Count
5
Edgar 13f Latest AUM Estimate
Filing Date2002-05-15
Accession0000891554-02-003222
Edgar Former Names
CRAMER ROSENTHAL MCGLYNN INC /ADV

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Northern Trust2
Jpmorgan2
Morgan Stanley1
Edgar Addresses
Mailing
707 WESTCHESTER AVEWHITE PLAINS, NY 10604
Business
707 WESTCHESTER AVEWHITE PLAINS, NY 10604
Edgar EIN
133156718
Edgar Recent Filings
13F-HR2002-05-15 · 0000891554-02-003222
13F-HR2002-02-14 · 0000891554-02-000805
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-01-13T05:00:00Z
Rdap Domain Last Changed
2024-11-14T08:25:22Z
Rdap Nameservers
Ns13.worldnic.comNs14.worldnic.com
Rdap Secure Dns Enabled
Yes
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (4)

4
CHRISTOPHER CHARLES BARNETT
Executive Officer · 2.5%
2936955
FELLIN, STEVEN, J
Executive Officer · 2.5%
1789903
STEPHEN JOHN GAETA
Executive Officer · 2.5%
6871018
HARVEY, BRIAN, MICHAEL
Executive Officer · 2.5%
3131269