Ccm New Opportunities, Llc
- Regulatory AUM
- $1.3M
- Discretionary
- $1.3M
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 2
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Mar 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Other investment advisers | Fewer than 5 clients | $1.3M | 100.0% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $1.3M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Equity2 Impact Fund, Llc | Other Private Fund | Delaware | $1.1M | 0 |
| Equity2 Oz Impact Fund, Llc | Other Private Fund | Delaware | $200K | 1 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jeff Thomas White | President | Jan 2013 (14y) | ≈ 18.75% – 50% via Columbia Capital Management, Llc | |
| Stacey Lynn Walter | Chief Compliance Officer | Mar 2019 (7y) | Less than 5% | |
| Adam Timothy Pope | Registered representative | May 2019 (7y) | ||
| Samantha Allison Baker | Registered representative | Mar 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Columbia Capital Management, Llc | Member | Mar 2019 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Jeff Thomas White: 25% – 50% of Columbia Capital Management, 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.
Private funds (2, $1.3M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Equity2 Impact Fund, Llc | Other Private Fund | $1.1M | $100K | 0 |
| Equity2 Oz Impact Fund, Llc | Other Private Fund | $200K | $100K | 1 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 1.3 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 pooled investment vehicles
Custody
Reported custodians
- Umb Bank $1.3M (100% of AUM) Mar 2026
- Umb Bank N/A Mo $1.3M (100% of AUM) Mar 2026
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 23, 2026.
View current Form ADV (SEC/IAPD) ↗