Cc Capital Insurance Advisors Llc
SEC-registered
Private Fund Manager · Small ($100M–$1B)
CRD 334723
· SEC file 801-132020
· New York, NY
· cc.capital
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ADV data as of Jun 02, 2026
- Regulatory AUM
- $937M
- Discretionary
- $937M
- Clients
- 2
- Avg AUM / client
- $469M
- Accounts
- 2
- Employees
- 6
AUM over time
$0
$937M
Jan 23, 2025
Jun 2, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 1 | $600M | 64.0% |
| Insurance companies | 1 | $338M | 36.0% |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/02/2026 | 1.63 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
- • FEES FOR PASS THROUGH COSTS OF PORTFOLIO/ASSET MANAGEMENT
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- J.P. Morgan $333M (36% of AUM) Jun 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: Jun 02, 2026.
View current Form ADV (SEC/IAPD) ↗