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CRCM L.P.
CRD 160976File 801-74362
APPROVED
Retail clients
Custody
Filing as of Apr 30, 2026
Feed vintage Oct 1, 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
- Website
- HTTPS://WWW.CRCM.COM
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 type | Clients | AUM |
|---|---|---|
| High net worth individuals | 6 | $12.2M |
| Pooled investment vehicles | 13 | $734.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 12 | 19 | increased by7 |
| Apr 1, 2026 | AUM | $802,294,115 | $746,742,881 | decreased by$55,551,234 |
| Apr 1, 2026 | Accounts | 15 | 19 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 14 | 13 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 14 | 12 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $778,030,932 | $802,294,115 | increased by$24,263,183 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 14 | 15 | increased by1 |
| Jun 1, 2022 | AUM | $789,954,826 | $778,030,932 | decreased by$11,923,894 |
| Apr 1, 2022 | Employees | 20 | 14 | decreased by6 |
| Apr 1, 2022 | Clients | 8 | 14 | increased by6 |
| Apr 1, 2022 | AUM | $559,521,915 | $789,954,826 | increased by$230,432,911 |
| Apr 1, 2022 | Accounts | 8 | 14 | increased by6 |
| 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 “CRCM” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CRCM” 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.