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CRAMER ROSENTHAL MCGLYNN LLC
CRD 107911File 801-55244
APPROVED
Retail clients
Custody
Filing as of Aug 14, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.27B
Top 25% of cohort (national)
Discretionary AUM
$1.75B
Non-discretionary $518.5M
Clients
272
283 accounts
Employees
24
Above cohort median in CT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jun 13, 1983
- Principal office
- 300 FIRST STAMFORD PLACE, SUITE 440, STAMFORD, CT, 06902
- Phone
- 212-326-5300
- Website
- HTTP://WWW.CRMLLC.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.27B
- Discretionary AUM
- $1.75B
- Non-discretionary AUM
- $518.5M
- Discretionary accounts
- 278
- Non-discretionary accounts
- 5
- Total accounts
- 283
- AUM per client
- $8.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 8 | $99.2M |
| Investment companies | 5 | $917.3M |
| High net worth individuals | 80 | $192.4M |
| Pooled investment vehicles | 5 | $143.2M |
| Pension and profit sharing plans | 7 | $22.0M |
| State or municipal government entities | 4 | $197.9M |
| Individuals (other than high net worth individuals) | 163 | $31.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 282 | 272 |
| Aug 12, 2026 | Registration | — | APPROVED |
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.