Cramer Rosenthal Mcglynn Llc
- Regulatory AUM
- $2.3B
- Discretionary
- $1.7B
- Clients
- 282
- Avg AUM / client
- $8.0M
- Accounts
- 283
- Employees
- 24
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 163 | $31.3M | 1.38% |
| High net worth individuals | 80 | $192M | 8.49% |
| Investment companies | 5 | $917M | 40.5% |
| Pooled investment vehicles (non-investment companies) | 5 | $143M | 6.32% |
| Pension and profit sharing plans | 7 | $22.0M | 0.97% |
| State or municipal government entities | 4 | $198M | 8.73% |
| Corporations and other businesses | 8 | $99.2M | 4.38% |
| Other | 10 | $663M | 29.3% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Jun 2024 · $38.6M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Long/Short Opportunities Master Fund, Lp master | Hedge Fund | Cayman Islands | $38.6M | 15 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Fellin, Steven, J | Chief Financial Officer | Feb 2019 (8y) | Less than 5% | |
| Harvey, Brian, Michael | Chief Investment Officer | Aug 2019 (7y) | Less than 5% | |
| Barnett, Christopher, Charles | Co Chief Executive Officer | Sep 2019 (7y) | Less than 5% | |
| Gaeta, Stephen, John | Chief Compliance Officer | Dec 2021 (5y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Crm 2019 Llc | Member | Jul 2019 | A | 75% or more |
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.
Private funds (1, $38.6M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Long/Short Opportunities Master Fund, Lp | Hedge Fund | $38.6M | $1.0M | 15 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/20/2026 | 1.25 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
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- BNY Mellon $1.2B (49% of AUM) Apr 2025
- State Street $540M (16% of AUM) Dec 2021
- J.P. Morgan $507M (11% of AUM) Oct 2019
- Northern Trust $181M (8% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Apr 20, 2026.
View current Form ADV (SEC/IAPD) ↗