SourcingSourcing

CIM CAPITAL, LLC

C19
CRD 277038·SEC 801-106534·LOS ANGELES, CA
AUM
$2.68B
$1B+
Est. Revenue
$26.8M
@ 1% on AUM
Est. EBITDA
$8.0M
@ 30% margin
Est. Deal Value
$64.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CIM CAPITAL, LLC
CRD
277038
SEC file #
801-106534
EIN
—
DBA names
—

Economics

AUM
$2.68B
AUM band
$1B+
AUM trajectory
'20'26
$572.0M → $2.68B▲ +369%
Client mix
Pooled Investment Vehicles15

Operations

Employees (total)
160
Advisory staff (per ADV)
16
Advisory staff (5-yr trend)
'20'26
7 advisors → 16 advisors▲ +129%
Primary office
LOS ANGELES CA
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
04/30/2026
ADV-W filed at
—
Website
cimgroup.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CIM GROUP MANAGEMENT, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
CIM GROUP MANAGEMENT, LLC
Belson, Daniel, Joseph
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
CIMGROUP.COM
Rdap Domain Creation Date
1997-01-12T05:00:00Z
Rdap Firm Age Years
29
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy Corporate Domains, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

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
Jpmorgan8
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-01-11T05:00:00Z
Rdap Domain Last Changed
2025-07-02T15:55:03Z
Rdap Nameservers
Ns05.gcd-dns.comNs06.gcd-dns.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
Yes

People (4)

4
Belson, Daniel, Joseph
Executive Officer · 2.5%
8222947
MUKYA SUE DENISE PORTER
Executive Officer · 2.5%
4775531
SHEMESH, AVRAHAM, (NMN)
Executive Officer · 2.5%
6542620
THOMPSON, DAVID, ANDREW
Executive Officer · 2.5%
6542621