Community Capital Management, Llc
- Regulatory AUM
- $7.0B
- Discretionary
- $7.0B
- Clients
- 83
- Avg AUM / client
- $84.3M
- Accounts
- 89
- Employees
- 39
AUM over time
Annual snapshots from Form ADV filings · as of Jun 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 10 | $64.7M | 0.92% |
| Banking or thrift institutions | Fewer than 5 | $23.3M | 0.33% |
| Investment companies | 2 | $4.0B | 57.3% |
| Charitable organizations | 66 | $2.5B | 35.6% |
| State or municipal government entities | Fewer than 5 | $189M | 2.71% |
| Other investment advisers | Fewer than 5 | $65.1M | 0.93% |
| Corporations and other businesses | 5 | $115M | 1.65% |
| Other | Fewer than 5 | $35.4M | 0.51% |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Little, Stefanie, Jane | Chief Compliance Officer | Jan 2010 (17y) | Less than 5% | |
| Malone, James, Herman | Chief Financial Officer And Elected Manager | Jun 2013 (13y) | Less than 5% | |
| Horwitz, Jamie, C | Elected Manager | Jan 2016 (11y) | Less than 5% | |
| Fafard, Kristin, Lynn | Chief Investment Strategist | Jan 2018 (9y) | Less than 5% | |
| Sand, David, Franklin | Chief Impact Strategist | Jan 2018 (9y) | Less than 5% | |
| Kaufman, Andrew, Alan | Chief Investment Officer | Jan 2019 (8y) | Less than 5% | |
| Cohen, Todd, Jay | Executive Chairman And Elected Manager | Mar 2020 (6y) | ≈ 18.75% – 50% via Ccm Holding Company Llc | |
| Goldstein, Alyssa, Dawn Greenspan | Chief Executive Officer And President And Elected Manager | Mar 2020 (6y) | Less than 5% | |
| Botelho, Jessica, L | Elected Manager | Aug 2022 (4y) | GP / trustee / elected manager of Ccm Holding Company Llc (indirect) | |
| Elliot Michael Gilfarb | Registered representative | Aug 2006 (20y) | ||
| Martha Romero Schuman | Registered representative | Jun 2020 (6y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Ccm Holding Company Llc | Owner | Mar 2020 | A | 75% or more |
| Impact Analytics Llc | Owner | Jul 2021 | A | 5% – 10% |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Cohen, Todd, Jay: 25% – 50% of Ccm Holding Company Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/30/2026 | 1.03 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
- • Other fees
- • SPECIAL SERVICING FEES & 12B-1 REIMBURSEMENTS
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- UBS $1.2B (17% of AUM) Jun 2026
- Northern Trust $988M (14% of AUM) Jun 2026
- BNY Mellon $640M (10% of AUM) Aug 2025
- Charles Schwab & Co. $182M (4% of AUM) Jul 2024
- SEI Private Trust $147M (4% of AUM) Jan 2024
- Morgan Stanley $137M (3% of AUM) Jan 2024
- U.S. Bank $39.1M (1% of AUM) Oct 2020
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: Jun 30, 2026.
View current Form ADV (SEC/IAPD) ↗