CRCM L.P.

CRD

160976

SEC file #

801-74362

EIN

000000000

DBA names

—

Economics

AUM

$746.7M

AUM band

$500M-$1B

AUM trajectory

'20 · $323.9M

'21 · $372.6M

'22 · $559.5M

'23 · $778.0M

'25 · $802.3M

'26 · $746.7M

'20'26

$323.9M → $746.7M▲ +131%

sec adv history

Client mix

Pooled Investment Vehicles	13
Individuals High Net Worth	6

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 8 advisors

'21 · 20 advisors

'22 · 12 advisors

'23 · 7 advisors

'25 · 7 advisors

'26 · 4 advisors

'20'26

8 advisors → 4 advisors▼ -50%

sec adv history

Primary office

SAN FRANCISCO CA

Branches

—

Custodian & Brokerage

Primary custodian

Morgan Stanleylow confidence

adv brochure

Services offered

Portfolio mgmt — pooled vehicles

Fee basis

% of AUMOther Compensation

Filings

Latest ADV filing

04/30/2026

ADV-W filed at

—

Website

crcmvc.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

AJD I TRUST

Top Owner Pct

37.5

Top Owner Entity Kind

Owner Count

Control Persons

AJD I TRUST

LLD I TRUST

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

CRCMVC.COM

Rdap Domain Creation Date

2014-08-18T18:59:02Z

Rdap Firm Age Years

Rdap Firm Age Band

10-20y

Rdap Registrar

Network Solutions, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0001470846

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2009-09-17

Edgar Last Filing Date

2025-08-12

Edgar Form D Count

Edgar Form D Offerings

2025-08-122025-08-12 · 0001470846-25-000001

2024-08-212024-08-21 · 0001470846-24-000001

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (16)

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

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Morgan Stanley	21
Jpmorgan	11
Raymond James	8
E*trade	4

adv brochure

Edgar Addresses

Mailing

475 SANSOME STREETSUITE 730SAN FRANCISCO, CA 94111

Business

475 SANSOME STREETSUITE 730SAN FRANCISCO, CA 94111

Edgar EIN

000000000

Edgar Recent Filings

D/A2025-08-12 · 0001470846-25-000001

D/A2024-08-21 · 0001470846-24-000001

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2026-08-18T18:59:02Z

Rdap Domain Last Changed

2025-07-19T01:51:55Z

Rdap Nameservers

Ns14.wixdns.netNs15.wixdns.net

Rdap Secure Dns Enabled

Rdap Status

Client Transfer Prohibited

Trust Company Affiliate

Yes