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COMMONWEALTH INVESTMENT MANAGEMENT
Legal name: CIM INVESTMENT MANAGEMENT INC
CRD 106292File 801-47108
APPROVED
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.28B
Above cohort median (national)
Discretionary AUM
$1.24B
Non-discretionary $32.0M
Clients
63
63 accounts
Employees
7
Above cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jul 28, 1994
- Principal office
- KOPPERS BUILDING, 436 SEVENTH AVENUE, SUITE 2600, PITTSBURGH, PA, 15219
- Phone
- 412-765-2771
- Website
- HTTP://WWW.CIMINVESTS.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.28B
- Discretionary AUM
- $1.24B
- Non-discretionary AUM
- $32.0M
- Discretionary accounts
- 62
- Non-discretionary accounts
- 1
- Total accounts
- 63
- AUM per client
- $20.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | Fewer than 5 | $113.7M |
| Other investment advisers | Fewer than 5 | $32.0M |
| Pension and profit sharing plans | 21 | $359.1M |
| State or municipal government entities | 37 | $770.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Publications
- Other advisory activities
- Portfolio management for other
- Portfolio management for businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 61 | 63 | increased by2 |
| Apr 1, 2026 | AUM | $1,164,721,376 | $1,275,342,290 | increased by$110,620,914 |
| Apr 1, 2026 | Accounts | 61 | 63 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 9 | 7 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 44 | 61 | increased by17 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $917,897,725 | $1,164,721,376 | increased by$246,823,651 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 66 | 61 | decreased by5 |
| Apr 1, 2022 | Clients | 43 | 44 | increased by1 |
| Apr 1, 2022 | AUM | $761,078,318 | $917,897,725 | increased by$156,819,407 |
| Apr 1, 2022 | Accounts | 63 | 66 | increased by3 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “COMMONWEALTH INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“COMMONWEALTH INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.