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CORRUM CAPITAL MANAGEMENT

Legal name: CC MANAGEMENT GP, LLC

CRD 168693File 801-78415
APPROVED
Custody
Filing as of Mar 31, 2026
Feed vintage Sep 16, 2026
Regulatory AUM
$1.39B
Above cohort median (national)
Discretionary AUM
$885.9M
Non-discretionary $505.6M
Clients
26
26 accounts
Employees
17
Top 25% of cohort in NC

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
ARO
Registration date
Aug 12, 2013
Principal office
1300 S. CHURCH STREET, CHARLOTTE, NC, 28203
Phone
704-330-7300

Assets & accounts

ADV Item 5F
Total regulatory AUM
$1.39B
Discretionary AUM
$885.9M
Non-discretionary AUM
$505.6M
Discretionary accounts
17
Non-discretionary accounts
9
Total accounts
26
AUM per client
$53.5M

Clients by type

ADV Item 5D
Client typeClientsAUM
OtherFewer than 5$16.3M
Other investment advisers5$298.7M
Pooled investment vehicles17$885.9M
State or municipal government entitiesFewer than 5$190.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Selection of other advisers
  • Portfolio management for businesses
  • 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

DateFieldFromToChange
Apr 1, 2026Employees1317increased by4
Apr 1, 2026Clients1526increased by11
Apr 1, 2026AUM$1,241,064,573$1,391,528,366increased by$150,463,793
Apr 1, 2026Accounts2126increased by5
May 1, 2025
vs Oct 1, 2022
Employees1213increased by1
May 1, 2025
vs Oct 1, 2022
Clients2215decreased by7
May 1, 2025
vs Oct 1, 2022
AUM$1,387,407,569$1,241,064,573decreased by$146,342,996
May 1, 2025
vs Oct 1, 2022
Accounts2221decreased by1
Apr 1, 2022Clients1722increased by5
Apr 1, 2022AUM$1,340,165,237$1,387,407,569increased by$47,242,332
Apr 1, 2022Accounts1722increased by5
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “CORRUM CAPITAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CORRUM CAPITAL” 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.