← Directory
CRAMER ROSENTHAL MCGLYNN LLC
CRD 107911File 801-55244
APPROVED
Retail clients
Custody
Filing as of Aug 14, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 282 | 272 | decreased by10 |
| Apr 1, 2026 | Clients | 198 | 282 | increased by84 |
| Apr 1, 2026 | AUM | $2,351,099,876 | $2,266,399,657 | decreased by$84,700,219 |
| Apr 1, 2026 | Accounts | 203 | 283 | increased by80 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 26 | 24 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 150 | 198 | increased by48 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,376,636,911 | $2,351,099,876 | decreased by$1,025,537,035 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 150 | 203 | increased by53 |
| Apr 1, 2022 | Employees | 29 | 26 | decreased by3 |
| Apr 1, 2022 | Clients | 103 | 150 | increased by47 |
| Apr 1, 2022 | AUM | $3,374,061,015 | $3,376,636,911 | increased by$2,575,896 |
| Apr 1, 2022 | Accounts | 103 | 150 | increased by47 |
| 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 “CRAMER ROSENTHAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CRAMER ROSENTHAL” 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.