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Data / Investment advisers / Florida / Community Capital Management, LLC

Community Capital Management, LLC, Fort Lauderdale, FL: $7 billion AUM, SEC registered investment adviser

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

Community Capital Management, LLC is an SEC registered investment adviser with its main office in Fort Lauderdale, Florida and reports $7 billion in regulatory assets under management in its Form ADV filed June 30, 2026. Its clients include investment companies, charitable organizations and state and municipal governments. It is paid through a percentage of assets under management and other fees.

The request: Watch Community Capital Management, LLC (CRD number 109368): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.

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Registration
SEC registered investment adviser
CRD number
109368
SEC file number
801-56201
SEC status
Approved, effective February 3, 1999
Main office
261 North University Drive Suite 520, Fort Lauderdale, FL 33324
Phone
(877) 272-1977
Regulatory AUM
$6,995,782,784 in the Form ADV filed June 30, 2026
Discretionary AUM
$6,995,782,784
Accounts
89
Employees
39, of which 14 give investment advice
Form of organization
Limited Liability Company
Paid through
a percentage of assets under management, other fees
Form ADV Item 11 disclosures
None reported
Latest Form ADV filing
June 30, 2026
SEC record
Investment Adviser Public Disclosure

Clients

Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.

Client typeClientsAUM
Investment companies2$4.01 billion
Charitable organizations66$2.49 billion
State or municipal government entitiesFewer than 5$189.5 million
Corporations or other businesses5$115.2 million
Other investment advisersFewer than 5$65.1 million
High net worth individuals10$64.7 million
Banking or thrift institutionsFewer than 5$23.3 million

AUM in the SEC's monthly files

Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.

First in the file ofAUMForm ADV filed
April 1, 2026$7.00 billionMarch 17, 2026
December 1, 2025$6.26 billionAugust 20, 2025

Other advisers in Fort Lauderdale

AdviserCityAUMPrivate fundsSource
GQG PartnersFort Lauderdale$163.86 billion6adviserinfo.sec.gov
Deerpath Capital Management, LPFort Lauderdale$9.03 billion20adviserinfo.sec.gov
Imperial Fund Asset Management LLCFort Lauderdale$6.84 billion4adviserinfo.sec.gov
Sound Income Strategies, LLCFort Lauderdale$4.18 billionNot listedadviserinfo.sec.gov
Provenance Wealth AdvisorsFort Lauderdale$3.63 billionNot listedadviserinfo.sec.gov
HOLDCO Asset Management, LPFort Lauderdale$2.76 billion4adviserinfo.sec.gov
Occudo Quantitative Strategies LPFort Lauderdale$2.22 billion1adviserinfo.sec.gov

Also on SpecStream

Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.