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CRCM L.P.

CRD 160976File 801-74362
APPROVED
Retail clients
Custody
Filing as of Apr 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$746.7M
Above cohort median (national)
Discretionary AUM
$746.7M
Clients
19
19 accounts
Employees
13
Above cohort median in CA

Identity & registration

ADV Item 1
Organization form
Limited Partnership
Firm type
Registered
SEC region
SFRO
Registration date
Mar 27, 2012
Principal office
475 SANSOME STREET, SUITE 730, SAN FRANCISCO, CA, 94111
Phone
4155785700

Assets & accounts

ADV Item 5F
Total regulatory AUM
$746.7M
Discretionary AUM
$746.7M
Non-discretionary AUM
$0
Discretionary accounts
19
Non-discretionary accounts
0
Total accounts
19
AUM per client
$39.3M

Clients by type

ADV Item 5D
Client typeClientsAUM
High net worth individuals6$12.2M
Pooled investment vehicles13$734.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Other
  • Other (described)INCENTIVE ALLOCATIONS
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.