Cic, Llc
- Regulatory AUM
- $300M
- Discretionary
- $300M
- Clients
- 1
- Avg AUM / client
- $300M
- Accounts
- 14
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Apr 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pension and profit sharing plans | 1 | $300M | 100.0% |
Nonprofit clients
Charities that reported this firm as a top-paid contractor (investment services) on Form 990.
| Charity | Location | Period |
|---|---|---|
| Rth Mission Park Realty Corporation EIN 463458076 | Boston, MA | 12/31/2024 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Luhr Crosby, Llc Employees Profit Sharing Plan And Trust Luhr Crosby, Llc | 2024 | |
| Glen Raven, Inc. Pension Plan Glen Raven, Inc. | 2024 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Deegan, Thomas, Edward | Ceo | Jan 2010 (17y) | ≈ 28.13% – 75% via Deegan Holdings Llc | |
| Walter Alan Gilmore | Cco | Dec 2020 (6y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Clearshares Llc | Member | Dec 2020 | A | 75% or more |
| Deegan Holdings Llc | Member | Jun 2019 | B | ≈ 37.5% – 75% via Clearshares Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Deegan, Thomas, Edward: 75% – 100% of Deegan Holdings Llc × 50% – 75% of Clearshares Llc × 75% – 100% direct ≈ 28.13% – 75% of the firm
- Deegan Holdings Llc: 50% – 75% of Clearshares Llc × 75% – 100% direct ≈ 37.5% – 75% 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.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Luhr Crosby, Llc Employees Profit Sharing Plan And Trust | Luhr Crosby, Llc | 194 | $40.4M | 01/01/2024 |
| Glen Raven, Inc. Pension Plan | Glen Raven, Inc. | 1,316 | $178M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Foundations & charities (1)
| Organization | Type | Assets | As of |
|---|---|---|---|
| Rth Mission Park Realty Corporation | Public charity | $247M | 12/31/2024 |
From IRS Form 990 investment-management-fee disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/24/2026 | 932 KB | 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
- • Fixed fees
Services
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Oppenheimer & Co. Inc. $220M (73% of AUM) Apr 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: Apr 24, 2026.
View current Form ADV (SEC/IAPD) ↗