Cim Investment Management Inc
- Regulatory AUM
- $1.3B
- Discretionary
- $1.2B
- Clients
- 63
- Avg AUM / client
- $20.2M
- Accounts
- 63
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Investments (13F portfolio — 251 positions, $374,774,022)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | I Shares S&P 500 Index | FND | $81,422,626 | 124,650 | 21.7% | 6.38% |
| 2 | Nvidia Corporation | COM | $18,458,322 | 105,839 | 4.93% | 1.45% |
| 3 | I Shares S&P Mid Cap 400 | FND | $17,281,197 | 255,904 | 4.61% | 1.36% |
| 4 | I Shares S&P Sm Cap 600 | FND | $12,976,597 | 104,389 | 3.46% | 1.02% |
| 5 | Apple Inc | COM | $11,290,356 | 44,487 | 3.01% | 0.89% |
| 6 | Alphabet Inc Cl A | COM | $8,891,643 | 30,921 | 2.37% | 0.7% |
| 7 | Microsoft Corp | COM | $8,595,347 | 23,220 | 2.29% | 0.67% |
| 8 | I Shares Core Msci Eafe Etf | FND | $8,288,203 | 91,552 | 2.21% | 0.65% |
| 9 | Micron Technology Inc | COM | $7,659,171 | 22,671 | 2.04% | 0.6% |
| 10 | Broadcom Ltd | COM | $6,458,855 | 20,868 | 1.72% | 0.51% |
| 11 | Amazon.Com Inc | COM | $5,563,933 | 26,715 | 1.48% | 0.44% |
| 12 | Meta Platforms Inc. | COM | $5,303,073 | 9,269 | 1.42% | 0.42% |
| 13 | Alphabet Inc Cl C | COM | $5,051,890 | 17,611 | 1.35% | 0.4% |
| 14 | I Shares Msci Eafe Index Etf | FND | $4,591,238 | 47,269 | 1.23% | 0.36% |
| 15 | Jp Morgan Chase & Co | COM | $4,095,001 | 13,921 | 1.09% | 0.32% |
| 16 | Berkshire Hathaway Inc Cl B | COM | $3,988,861 | 8,324 | 1.06% | 0.31% |
| 17 | Equinix Inc. | COM | $3,496,516 | 3,567 | 0.93% | 0.27% |
| 18 | Utilities Select Sector Spdr | COM | $3,237,035 | 70,539 | 0.86% | 0.25% |
| 19 | Netflix Inc | COM | $3,151,124 | 32,773 | 0.84% | 0.25% |
| 20 | Caterpillar Inc. | COM | $2,668,060 | 3,766 | 0.71% | 0.21% |
| 21 | Costco Wholesale Corp | COM | $2,625,593 | 2,635 | 0.7% | 0.21% |
| 22 | Tesla Motors Inc | COM | $2,596,302 | 6,984 | 0.69% | 0.2% |
| 23 | Starbucks | COM | $2,569,262 | 28,678 | 0.69% | 0.2% |
| 24 | Akamai Technologies | COM | $2,412,539 | 21,006 | 0.64% | 0.19% |
| 25 | Freeport Mc Moran Inc | COM | $2,342,794 | 39,857 | 0.63% | 0.18% |
Top 25 of 251 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pension and profit sharing plans | 21 | $359M | 28.2% |
| State or municipal government entities | 37 | $771M | 60.4% |
| Other investment advisers | 1 | $32.0M | 2.51% |
| Insurance companies | 4 | $114M | 8.91% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| The Citigroup Pension Plan Citigroup Inc. | 2024 | |
| Building Trades Pension Plan Of Western Pennsylvania Board Of Trustees Building Trades Pension Plan Of Western Pennsylvan. | 2024 | |
| Bricklayers Pension Plan Of Western Pa Bricklayers Pension Fund Trustees | 2024 | |
| Western Pennsylvania Teamsters And Employers Pension Fund W Pa Teamsters & Employers Pension | 2024 | |
| Steamfitters Local #449 Pension Plan Board Of Trustees Steamfitters Local #449 Pension Fund | 2024 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Fisher, Andrew, Clayton | President | Jan 2003 (24y) | 75% or more | |
| Maslek, Steve, Michael | Chief Administative Officer | Jun 2008 (18y) | Less than 5% | |
| Salamone, Justin, Robert | Senior Vice President | Sep 2009 (17y) | Less than 5% | |
| Smalls, Antoine, Lamont | Chief Compliance Officer | Mar 2010 (16y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (5)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| The Citigroup Pension Plan | Citigroup Inc. | 14,217 | $10.0B | 01/01/2024 |
| Building Trades Pension Plan Of Western Pennsylvania | Board Of Trustees Building Trades Pension Plan Of Western Pennsylvan. | 1,235 | $115M | 01/01/2024 |
| Bricklayers Pension Plan Of Western Pa | Bricklayers Pension Fund Trustees | 253 | $54.6M | 01/01/2024 |
| Western Pennsylvania Teamsters And Employers Pension Fund | W Pa Teamsters & Employers Pension | 3,616 | $1.6B | 01/01/2024 |
| Steamfitters Local #449 Pension Plan | Board Of Trustees Steamfitters Local #449 Pension Fund | 1,652 | $479M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Publication of periodicals or newsletters
- • Other services
Custody
Reported custodians
- Pnc Bank $793M (62% of AUM) Mar 2026
- BNY Mellon $327M (26% of AUM) Mar 2026
- Huntington National Bank $131M (14% of AUM) Mar 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗